PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

28 hedge funds and large institutions have $181M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
28
Holders Change
+28
Holders Change %
–
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.3M
2
AWA
2
Artemis Wealth Advisors
New York
$40.4M
3
Bank of America
3
Bank of America
North Carolina
$10.3M
4
Cohen & Steers
4
Cohen & Steers
New York
$7.62M
5
UBS Group
5
UBS Group
Switzerland
$7.37M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.3M 4,052,989 +4,052,989 New
AWA
2
Artemis Wealth Advisors
New York
$40.4M 2,010,974 +2,010,974 New
Bank of America
3
Bank of America
North Carolina
$10.3M 512,793 +512,793 New
Cohen & Steers
4
Cohen & Steers
New York
$7.62M 379,709 +379,709 New
UBS Group
5
UBS Group
Switzerland
$7.37M 367,296 +367,296 New
RCM
6
Rivernorth Capital Management
Florida
$5.57M 277,597 +277,597 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.76M 237,106 +237,106 New
FM
8
Family Management
New York
$3.64M 181,428 +181,428 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.87M 142,830 +142,830 New
EW
10
Element Wealth
Mississippi
$2.72M 135,509 +135,509 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.42M 120,376 +120,376 New
FFA
12
First Foundation Advisors
California
$2.41M 119,820 +119,820 New
WS
13
Wedbush Securities
California
$1.99M 99,320 +99,320 New
CA
14
Crumly & Associates
Illinois
$1.71M 85,230 +85,230 New
SWM
15
Stockman Wealth Management
Montana
$1.55M 77,342 +77,342 New
GA
16
Greytown Advisors
Florida
$900K 44,662 +44,662 New
CIBC World Market
17
CIBC World Market
Ontario, Canada
$668K 33,271 +33,271 New
UMC
18
United Maritime Capital
New York
$532K 26,500 +26,500 New
Stifel Financial
19
Stifel Financial
Missouri
$472K 23,540 +23,540 New
Truist Financial
20
Truist Financial
North Carolina
$425K 21,200 +21,200 New
SCM
21
SOL Capital Management
Maryland
$388K 19,310 +19,310 New
First Trust Advisors
22
First Trust Advisors
Illinois
$313K 15,589 +15,589 New
LWM
23
Liberty Wealth Management
California
$254K 12,500 +12,500 New
NA
24
NewEdge Advisors
Louisiana
$251K 12,500 +12,500 New
AIP
25
Almanack Investment Partners
Pennsylvania
$242K 12,000 +12,000 New
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