PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

79 hedge funds and large institutions have $344M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 28 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
23
Increased
28
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$63M
2
SCM
2
SOL Capital Management
Maryland
$15.8M
3
MP
3
Mangrove Partners
Connecticut
$6M
4
Invesco
4
Invesco
Georgia
$20.6M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$20.8M
2
Bank of America
2
Bank of America
North Carolina
$10.8M
3
AWA
3
Artemis Wealth Advisors
New York
$19.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$6.6M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$69K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.2M 6,296,728 +129,047 +2%
RCM
2
Rivernorth Capital Management
Florida
$63M 4,551,692 +1,498,158 +49%
UBS Group
3
UBS Group
Switzerland
$20.8M 1,502,209 -2,046,468 -58%
Invesco
4
Invesco
Georgia
$20.6M 1,484,438 +312,273 +27%
AWA
5
Artemis Wealth Advisors
New York
$19.5M 1,406,451 -124,870 -8%
Cohen & Steers
6
Cohen & Steers
New York
$19.1M 1,380,652 +161,134 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$19M 1,374,128 +252,895 +23%
SCM
8
SOL Capital Management
Maryland
$15.8M 1,141,643 +445,998 +64%
Bank of America
9
Bank of America
North Carolina
$10.8M 781,368 -292,651 -27%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$6.6M 476,771 -124,281 -21%
MP
11
Mangrove Partners
Connecticut
$6M 433,359 +433,359 New
PCM
12
Penserra Capital Management
California
$5.94M 429,225 -7,137 -2%
LSC
13
Logan Stone Capital
Illinois
$4.84M 349,385 +209,838 +150%
COLIM
14
City of London Investment Management
United Kingdom
$4.3M 310,859 – –
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.69M 266,387 +10,641 +4%
FM
16
Family Management
New York
$3.54M 255,601 +16,575 +7%
EW
17
Element Wealth
Mississippi
$2.8M 201,813 +13,363 +7%
Stifel Financial
18
Stifel Financial
Missouri
$2.76M 198,960 +198,960 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.44M 176,231 +2,415 +1%
SFS
20
Shaker Financial Services
Virginia
$2.32M 167,305 +76,415 +84%
LIM
21
Leavell Investment Management
Alabama
$2.12M 151,584 -6,011 -4%
FFA
22
First Foundation Advisors
California
$2M 144,473 +6,583 +5%
SWM
23
Stockman Wealth Management
Montana
$1.39M 100,297 +1,780 +2%
GC
24
Guggenheim Capital
Illinois
$1.3M 94,133 +27,113 +40%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.13M 81,185 -3,249 -4%
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