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PDO

PIMCO Dynamic Income Opportunities Fund

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.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $319M → $399M (+$79.3M)

17% more funds holding

Funds holding: 5463 (+9)

7.13% more ownership

Funds ownership: 16.32%23.45% (+7.1%)

Holders
63
Holders Change
+9
Holders Change %
+16.67%
% of All Funds
0.99%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$105M +$5.06M +283,960 +5%
UBS Group
2
UBS Group
Switzerland
$60.3M +$45.4M +2,547,606 +254%
RCM
3
Rivernorth Capital Management
Florida
$51.9M +$29.9M +1,677,997 +122%
AWA
4
Artemis Wealth Advisors
New York
$26M -$1.4M -78,285 -5%
Cohen & Steers
5
Cohen & Steers
New York
$20.7M +$6.48M +363,637 +42%
Invesco
6
Invesco
Georgia
$19.9M +$3.46M +194,264 +20%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19.1M +$12.9M +721,407 +180%
Bank of America
8
Bank of America
North Carolina
$18.2M -$55.5K -3,114 -0.3%
SCM
9
SOL Capital Management
Maryland
$11.8M +$5.6M +314,170 +82%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$5.69M +319,122 +113%
PCM
11
Penserra Capital Management
California
$7.41M +$49.5K +2,779 +0.6%
COLIM
12
City of London Investment Management
United Kingdom
$5.28M +$5.54M +310,859 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.34M +$280K +15,731 +7%
FM
14
Family Management
New York
$4.06M +$1.08M +60,654 +34%
EW
15
Element Wealth
Mississippi
$3.2M +$871K +48,861 +35%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.95M +$1.19M +66,569 +62%
LIM
17
Leavell Investment Management
Alabama
$2.7M -$91.8K -5,150 -3%
LSC
18
Logan Stone Capital
Illinois
$2.37M +$2.49M +139,547 New
FFA
19
First Foundation Advisors
California
$2.34M +$267K +15,000 +12%
SWM
20
Stockman Wealth Management
Montana
$1.67M +$18.6K +1,045 +1%
SFS
21
Shaker Financial Services
Virginia
$1.54M +$1.62M +90,890 New
WS
22
Wedbush Securities
California
$1.52M -$553K -30,993 -26%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.43M +$321K +18,026 +27%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.4M -$288K -16,158 -16%
AWS
25
Atria Wealth Solutions
New York
$1.38M +$1.43M +80,385 New