PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

43 hedge funds and large institutions have $267M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 2 closing their positions.

Holders
43
Holders Change
+15
Holders Change %
+53.57%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
14
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$116M
2
Invesco
2
Invesco
Georgia
$21M
3
UBS Group
3
UBS Group
Switzerland
$16.1M
4
Bank of America
4
Bank of America
North Carolina
$18.4M
5
Cohen & Steers
5
Cohen & Steers
New York
$14.2M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.15M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.36M
4
GA
4
Greytown Advisors
Florida
$0
5
UMC
5
United Maritime Capital
New York
$394K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 4,994,912 +941,923 +23%
AWA
2
Artemis Wealth Advisors
New York
$46.5M 2,047,691 +36,717 +2%
Invesco
3
Invesco
Georgia
$21M 904,943 +904,943 New
Bank of America
4
Bank of America
North Carolina
$18.4M 792,632 +279,839 +55%
UBS Group
5
UBS Group
Switzerland
$16.1M 696,034 +328,738 +90%
Cohen & Steers
6
Cohen & Steers
New York
$14.2M 612,802 +233,093 +61%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.29M 228,121 +85,291 +60%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.36M 188,083 -49,023 -21%
FM
9
Family Management
New York
$4.17M 179,891 -1,537 -0.8%
EW
10
Element Wealth
Mississippi
$3.26M 140,439 +4,930 +4%
FFA
11
First Foundation Advisors
California
$2.85M 122,918 +3,098 +3%
WS
12
Wedbush Securities
California
$2.25M 97,201 -2,119 -2%
CA
13
Crumly & Associates
Illinois
$1.98M 85,230 – –
SWM
14
Stockman Wealth Management
Montana
$1.88M 81,095 +3,753 +5%
SCM
15
SOL Capital Management
Maryland
$1.68M 72,379 +53,069 +275%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.15M 49,524 -70,852 -59%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$672K 29,006 +29,006 New
CIBC World Market
18
CIBC World Market
Ontario, Canada
$666K 28,743 -4,528 -14%
Truist Financial
19
Truist Financial
North Carolina
$619K 26,718 +5,518 +26%
Stifel Financial
20
Stifel Financial
Missouri
$473K 20,391 -3,149 -13%
CIC
21
Carnegie Investment Counsel
Ohio
$464K 20,000 +20,000 New
Jane Street
22
Jane Street
New York
$453K 19,557 +19,557 New
UMC
23
United Maritime Capital
New York
$394K 17,000 -9,500 -36%
First Trust Advisors
24
First Trust Advisors
Illinois
$378K 16,308 +719 +5%
ASFA
25
All Season Financial Advisors
Colorado
$361K 15,564 +15,564 New
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