PIMCO Dynamic Income Opportunities Fund
54 hedge funds and large institutions have $319M invested in PIMCO Dynamic Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 5 reducing their positions, and 11 closing their positions.
440% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
8% more funds holding
Funds holding: 50 → 54 (+4)
6% more capital invested
Capital invested by funds: $301M → $319M (+$18.4M)
1.99% more ownership
Funds ownership: 14.34% → 16.32% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$28.2M |
| 2 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$3.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.73M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$3.34M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Artemis Wealth Advisors
New York
|
-$9.7M |
| 2 |
Morgan Stanley
New York
|
-$3.95M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$698K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$628K |
| 5 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$371K |
PDO Hedge Fund Activity: Q4 2021 in Review
54 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2021, worth a combined $319M — up 6.1% from $301M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PDO positions and 11 closed out — a net gain of 4 holders — while 27 added to existing stakes and 5 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $28.2M. The largest seller was Artemis Wealth Advisors, cutting an estimated $9.7M.
- 54 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2021, up from 50 in Q3 2021.
- Funds reported $319M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2021, up 6.1% quarter-over-quarter.
- 15 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2021 and 11 closed out, a net change of +4 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2021 was Rivernorth Capital Management, an estimated $28.2M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2021 was Artemis Wealth Advisors, an estimated $9.7M sold.
Based on aggregated 13F filings for Q4 2021.