PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

63 hedge funds and large institutions have $399M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 13 closing their positions.

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
22
Increased
26
Reduced
12
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$60.3M
2
RCM
2
Rivernorth Capital Management
Florida
$51.9M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$19.1M
4
Cohen & Steers
4
Cohen & Steers
New York
$20.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$10.2M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
MIG
2
Mariner Investment Group
New York
$182K
3
AWA
3
Artemis Wealth Advisors
New York
$26M
4
CA
4
Crumly & Associates
Illinois
$1.34M
5
SWP
5
Stratos Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$105M 6,167,681 +283,960 +5%
UBS Group
2
UBS Group
Switzerland
$60.3M 3,548,677 +2,547,606 +254%
RCM
3
Rivernorth Capital Management
Florida
$51.9M 3,053,534 +1,677,997 +122%
AWA
4
Artemis Wealth Advisors
New York
$26M 1,531,321 -78,285 -5%
Cohen & Steers
5
Cohen & Steers
New York
$20.7M 1,219,518 +363,637 +42%
Invesco
6
Invesco
Georgia
$19.9M 1,172,165 +194,264 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.1M 1,121,233 +721,407 +180%
Bank of America
8
Bank of America
North Carolina
$18.2M 1,074,019 -3,114 -0.3%
SCM
9
SOL Capital Management
Maryland
$11.8M 695,645 +314,170 +82%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$10.2M 601,052 +319,122 +113%
PCM
11
Penserra Capital Management
California
$7.41M 436,362 +2,779 +0.6%
COLIM
12
City of London Investment Management
United Kingdom
$5.28M 310,859 +310,859 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.35M 255,746 +15,731 +7%
FM
14
Family Management
New York
$4.06M 239,026 +60,654 +34%
EW
15
Element Wealth
Mississippi
$3.2M 188,450 +48,861 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.95M 173,816 +66,569 +62%
LIM
17
Leavell Investment Management
Alabama
$2.7M 157,595 -5,150 -3%
LSC
18
Logan Stone Capital
Illinois
$2.37M 139,547 +139,547 New
FFA
19
First Foundation Advisors
California
$2.34M 137,890 +15,000 +12%
SWM
20
Stockman Wealth Management
Montana
$1.67M 98,517 +1,045 +1%
SFS
21
Shaker Financial Services
Virginia
$1.54M 90,890 +90,890 New
WS
22
Wedbush Securities
California
$1.52M 89,566 -30,993 -26%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.43M 84,434 +18,026 +27%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.4M 82,199 -16,158 -16%
AWS
25
Atria Wealth Solutions
New York
$1.38M 80,385 +80,385 New
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