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PDO

PIMCO Dynamic Income Opportunities Fund
PDO

111 hedge funds and large institutions have $336M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more capital invested

Capital invested by funds: $254M → $336M (+$82.2M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.52% more ownership

Funds ownership: 19.33% → 24.85% (+5.5%)

3% more funds holding

Funds holding: 108 → 111 (+3)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
20
Increased
38
Reduced
36
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$57.1M
2
Invesco
Invesco
Georgia
+$4.85M
3
UBS Group
UBS Group
Switzerland
+$2.72M
4
SFS
Shaker Financial Services
Virginia
+$2.35M
5
CA
Cornerstone Advisory
Maryland
+$2.09M

Top Sellers

1
SCM
SOL Capital Management
Maryland
-$2.24M
2
RCM
Rivernorth Capital Management
Florida
-$1.04M
3
SC
Scotia Capital
Ontario, Canada
-$763K
4
PI
PFG Investments
New York
-$724K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$634K
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
76
Family Management
New York
$153K -$17.8K -1,519 -11%
CA
77
Crumly & Associates
Illinois
$153K – – –
CAS
78
CTC Alternative Strategies
Illinois
$148K +$141K +12,056 New
SWM
79
Stockman Wealth Management
Montana
$147K -$80.8K -6,910 -37%
Nomura Holdings
80
Nomura Holdings
Japan
$138K +$132K +11,250 New
DC
81
Davenport & Co
Virginia
$131K +$125K +10,690 New
MG
82
Marex Group
$128K +$123K +10,492 New
SPP
83
Single Point Partners
Massachusetts
$127K -$70.2K -6,000 -37%
VF
84
Virtu Financial
New York
$126K +$120K +10,279 New
EFG
85
Ethos Financial Group
Pennsylvania
$124K – – –
TWC
86
TD Waterhouse Canada
Ontario, Canada
$96.2K -$94.2K -8,055 -52%
HI
87
Harbour Investments
Wisconsin
$68.7K – – –
ASN
88
Advisory Services Network
Georgia
$46.2K +$44.1K +3,772 New
BONH
89
Bank of New Hampshire
New Hampshire
$36K -$17.6K -1,500 -34%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$25K -$386 -33 -2%
LFG
91
Larson Financial Group
Missouri
$19.6K +$7.02K +600 +60%
FIA
92
FNY Investment Advisers
New York
$19K – – –
SWM
93
Sugarloaf Wealth Management
Georgia
$15.1K +$14.5K +1,237 New
AWM
94
AllSquare Wealth Management
New York
$14.7K – – –
TWM
95
Tradition Wealth Management
Minnesota
$13K – – –
TF
96
Tompkins Financial
New York
$12.5K – – –
LC
97
Lindbrook Capital
California
$12.2K -$23.4K -2,000 -67%
IA
98
IFP Advisors
Florida
$12.2K – – –
HGA
99
Hobbs Group Advisors
South Carolina
$12.2K +$11.7K +1,000 New
AAM
100
Advisors Asset Management
Colorado
$10.4K -$1.97K -168 -16%
2 3
4
5 6

PDO Hedge Fund Activity: Q4 2023 in Review

111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2023, worth a combined $336M — up 32% from $254M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PDO positions and 17 closed out — a net gain of 3 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $57.1M. The largest seller was SOL Capital Management, cutting an estimated $2.24M.

  • 111 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2023, up from 108 in Q3 2023.
  • Funds reported $336M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2023, up 32% quarter-over-quarter.
  • 20 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2023 and 17 closed out, a net change of +3 holders.
  • The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $57.1M added.
  • The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2023 was SOL Capital Management, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2023.