PIMCO Dynamic Income Opportunities Fund
104 hedge funds and large institutions have $282M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 25 reducing their positions, and 9 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 25
33% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 9
2% more funds holding
Funds holding: 102 → 104 (+2)
4% more capital invested
Capital invested by funds: $270M → $282M (+$11.4M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.2% less ownership
Funds ownership: 19.73% → 19.52% (-0.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.25M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.04M |
| 3 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$1.06M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.02M |
| 5 |
Rockefeller Capital Management
New York
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.82M |
| 2 |
Morgan Stanley
New York
|
-$7.01M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.14M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$1.35M |
| 5 |
FM
Family Management
New York
|
-$845K |
PDO Hedge Fund Activity: Q2 2023 in Review
104 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q2 2023, worth a combined $282M — up 4.2% from $270M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PDO positions and 9 closed out — a net gain of 3 holders — while 40 added to existing stakes and 25 trimmed.
The largest buyer was UBS Group, adding an estimated $7.25M. The largest seller was Rivernorth Capital Management, cutting an estimated $8.82M.
- 104 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q2 2023, up from 102 in Q1 2023.
- Funds reported $282M of PIMCO Dynamic Income Opportunities Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
- 12 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q2 2023 and 9 closed out, a net change of +3 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q2 2023 was UBS Group, an estimated $7.25M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q2 2023 was Rivernorth Capital Management, an estimated $8.82M sold.
Based on aggregated 13F filings for Q2 2023.