PDO

PIMCO Dynamic Income Opportunities Fund
PDO

Overview Fund Activity

80 hedge funds and large institutions have $312M invested in PIMCO Dynamic Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 18 closing their positions.

Holders
80
Holders Change
+1
Holders Change %
+1.27%
% of All Funds
1.38%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
19
Increased
29
Reduced
17
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$14.5M
2
PCM
2
Penserra Capital Management
California
$8.66M
3
Wells Fargo
3
Wells Fargo
California
$1.58M
4
SCM
4
SOL Capital Management
Maryland
$16.4M
5
USCWA
5
U.S. Capital Wealth Advisors
Texas
$1.23M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$74.9M
2
MP
2
Mangrove Partners
Connecticut
$0
3
LSC
3
Logan Stone Capital
Illinois
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
UBS Group
5
UBS Group
Switzerland
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.9M 5,677,025 -619,703 -10%
RCM
2
Rivernorth Capital Management
Florida
$59.4M 4,502,866 -48,826 -1%
Cohen & Steers
3
Cohen & Steers
New York
$19.4M 1,469,048 +88,396 +6%
Invesco
4
Invesco
Georgia
$19M 1,443,477 -40,961 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.7M 1,417,694 +43,566 +3%
AWA
6
Artemis Wealth Advisors
New York
$18.7M 1,406,451 – –
SCM
7
SOL Capital Management
Maryland
$16.4M 1,243,544 +101,901 +9%
UBS Group
8
UBS Group
Switzerland
$15.7M 1,186,507 -315,702 -21%
Bank of America
9
Bank of America
North Carolina
$14.5M 1,102,076 +320,708 +41%
PCM
10
Penserra Capital Management
California
$8.66M 656,222 +226,997 +53%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$6.25M 473,754 -3,017 -0.6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.47M 263,042 -3,345 -1%
Stifel Financial
13
Stifel Financial
Missouri
$2.91M 220,797 +21,837 +11%
EW
14
Element Wealth
Mississippi
$2.71M 205,590 +3,777 +2%
FM
15
Family Management
New York
$2.69M 203,567 -52,034 -20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.62M 198,413 +22,182 +13%
FFA
17
First Foundation Advisors
California
$1.94M 147,371 +2,898 +2%
LIM
18
Leavell Investment Management
Alabama
$1.93M 144,725 -6,859 -5%
GC
19
Guggenheim Capital
Illinois
$1.91M 144,483 +50,350 +53%
Wells Fargo
20
Wells Fargo
California
$1.58M 119,828 +111,763 +1,386%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.33M 100,485 +19,300 +24%
SWM
22
Stockman Wealth Management
Montana
$1.32M 99,752 -545 -0.5%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$1.23M 93,270 +93,270 New
AWS
24
Atria Wealth Solutions
New York
$1.05M 78,685 +25,595 +48%
CA
25
Crumly & Associates
Illinois
$936K 70,954 -5,300 -7%
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