PIMCO Dynamic Income Opportunities Fund
108 hedge funds and large institutions have $254M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 42 increasing their positions, 29 reducing their positions, and 11 closing their positions.
45% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 11
45% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 29
5% more funds holding
Funds holding: 103 → 108 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.18% less ownership
Funds ownership: 19.51% → 19.33% (-0.18%)
10% less capital invested
Capital invested by funds: $281M → $254M (-$27.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.4M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$2.37M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.09M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$1.49M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$15.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.86M |
| 3 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$1.19M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$835K |
| 5 |
WA
WESPAC Advisors
Orinda,
California
|
-$547K |
PDO Hedge Fund Activity: Q3 2023 in Review
108 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q3 2023, worth a combined $254M — down 9.8% from $281M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PDO positions and 11 closed out — a net gain of 5 holders — while 42 added to existing stakes and 29 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.4M. The largest seller was Rivernorth Capital Management, cutting an estimated $15.8M.
- 108 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q3 2023, up from 103 in Q2 2023.
- Funds reported $254M of PIMCO Dynamic Income Opportunities Fund stock for Q3 2023, down 9.8% quarter-over-quarter.
- 16 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q3 2023 and 11 closed out, a net change of +5 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q3 2023 was Morgan Stanley, an estimated $3.4M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q3 2023 was Rivernorth Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q3 2023.