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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

108 hedge funds and large institutions have $254M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

45% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 29

5% more funds holding

Funds holding: 103 → 108 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.18% less ownership

Funds ownership: 19.51% → 19.33% (-0.18%)

10% less capital invested

Capital invested by funds: $281M → $254M (-$27.5M)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.71%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
42
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.4M
2
CA
Cornerstone Advisory
Maryland
+$2.37M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.09M
4
SCM
SOL Capital Management
Maryland
+$1.49M
5
Wells Fargo
Wells Fargo
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$15.8M
2
Invesco
Invesco
Georgia
-$1.86M
3
SC
Scotia Capital
Ontario, Canada
-$1.19M
4
Truist Financial
Truist Financial
North Carolina
-$835K
5
WA
WESPAC Advisors
California
-$547K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WESPAC Advisors
California
$181K -$547K -42,910 -74%
CIC
77
Carnegie Investment Counsel
Ohio
$178K – – –
HF
78
HRT Financial
New York
$167K +$180K +14,133 New
FM
79
Family Management
New York
$167K -$338K -26,522 -65%
OBWG
80
Onyx Bridge Wealth Group
New York
$157K – – –
CA
81
Crumly & Associates
Illinois
$149K – – –
KAS
82
Kestra Advisory Services
Texas
$143K -$21.4K -1,676 -12%
MML Investors Services
83
MML Investors Services
Massachusetts
$137K +$147K +11,497 New
BRWA
84
B. Riley Wealth Advisors
Florida
$132K +$140K +10,973 New
CG
85
CFO4Life Group
Texas
$131K – – –
WA
86
Waverly Advisors
Alabama
$121K +$1.27K +100 +1%
EFG
87
Ethos Financial Group
Pennsylvania
$120K -$63.7K -5,000 -33%
HI
88
Harbour Investments
Wisconsin
$66.6K +$58.8K +4,610 +461%
BONH
89
Bank of New Hampshire
New Hampshire
$52.8K – – –
HNB
90
Huntington National Bank
Ohio
$44.9K – – –
LC
91
Lindbrook Capital
California
$35.6K +$38.2K +3,000 New
EC
92
Elequin Capital
New York
$26.1K +$28K +2,200 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$25K +$2.03K +159 +8%
TRCT
94
Tower Research Capital (TRC)
New York
$19K +$20.4K +1,601 New
FIA
95
FNY Investment Advisers
New York
$19K – – –
AWM
96
AllSquare Wealth Management
New York
$14.3K – – –
TF
97
Tompkins Financial
New York
$12.2K – – –
AAM
98
Advisors Asset Management
Colorado
$12.1K +$38 +3 +0.3%
TWM
99
Tradition Wealth Management
Minnesota
$12K – – –
IA
100
IFP Advisors
Florida
$11.9K -$637 -50 -5%
1 2 3
4
5

PDO Hedge Fund Activity: Q3 2023 in Review

108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2023, worth a combined $254M — down 9.8% from $281M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PDO positions and 11 closed out — a net gain of 5 holders — while 42 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $15.8M.

  • 108 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2023, up from 103 in Q2 2023.
  • Funds reported $254M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2023, down 9.8% quarter-over-quarter.
  • 16 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +5 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.4M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2023.