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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
LFG
101
Larson Financial Group
Missouri
$11.9K – – –
TFA
102
Toth Financial Advisory
Virginia
$10K -$637 -50 -6%
CMP
103
Coston McIsaac & Partners
Maine
$10K +$319 +25 +3%
GI
104
Gradient Investments
Minnesota
$5.94K +$6.38K +500 New
NS
105
NBC Securities
Alabama
$2K +$3.19K +250 New
FWM
106
Focused Wealth Management
New York
$1.44K +$25 +2 +2%
VNA
107
Valley National Advisers
Pennsylvania
$1K – – –
WWM
108
Wolff Wiese Magana
California
$963 +$1.03K +81 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$71 +$64 +5 +500%
ACIM
110
Azimuth Capital Investment Management
Michigan
– -$327K -25,000 Closed
BBHC
111
Brown Brothers Harriman & Co
New York
– -$327K -25,000 Closed
HWM
112
HB Wealth Management
Georgia
– -$242K -18,539 Closed
BRA
113
Biechele Royce Advisors
Indiana
– -$215K -16,460 Closed
HighTower Advisors
114
HighTower Advisors
Illinois
– -$197K -15,029 Closed
AFO
115
Allie Family Office
Florida
– -$196K -15,000 Closed
MAG
116
Mayfair Advisory Group
Alabama
– -$164K -12,500 Closed
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
– -$141K -10,815 Closed
CA
118
CoreCap Advisors
Michigan
– -$132K -10,100 Closed
S
119
SignatureFD
Georgia
– -$52.2K -4,000 Closed
RMA
120
Roffman Miller Associates
Pennsylvania
– -$2.58K -198 Closed
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.