PIMCO Dynamic Income Opportunities Fund
95 hedge funds and large institutions have $288M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 9 closing their positions.
200% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 9
74% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 19
19% more funds holding
Funds holding: 80 → 95 (+15)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.04% less ownership
Funds ownership: 23.61% → 22.58% (-1%)
8% less capital invested
Capital invested by funds: $312M → $288M (-$23.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.07M |
| 2 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
+$3.99M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$3.61M |
| 4 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$2.69M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Artemis Wealth Advisors
New York
|
-$11M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$10.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.01M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$4.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
101
FNY Investment Advisers
New York
| – | -$15K | -1,200 | Closed |
|
|
WWMSC
102
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$13K | -950 | Closed |
|
|
DAC
103
Dividend Assets Capital
Ridgeland,
South Carolina
| – | -$9K | -650 | Closed |
|
|
CWM
104
Castle Wealth Management
West Palm Beach,
Florida
| – | -$3K | -229 | Closed |
|
105
Fidelity Investments
Boston,
Massachusetts
| – | -$2K | -132 | Closed |
|
PDO Hedge Fund Activity: Q4 2022 in Review
95 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2022, worth a combined $288M — down 7.5% from $312M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PDO positions and 9 closed out — a net gain of 18 holders — while 33 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.07M. The largest seller was Artemis Wealth Advisors, cutting an estimated $11M.
- 95 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2022, up from 80 in Q3 2022.
- Funds reported $288M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2022, down 7.5% quarter-over-quarter.
- 27 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2022 and 9 closed out, a net change of +18 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2022 was Morgan Stanley, an estimated $4.07M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2022 was Artemis Wealth Advisors, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2022.