PIMCO Dynamic Income Opportunities Fund
112 hedge funds and large institutions have $269M invested in PIMCO Dynamic Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 17 closing their positions.
18% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 17
6% more capital invested
Capital invested by funds: $254M → $269M (+$14.4M)
3% more funds holding
Funds holding: 109 → 112 (+3)
3% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 37
0.5% more ownership
Funds ownership: 19.38% → 19.88% (+0.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.85M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.72M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.35M |
| 4 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$2.09M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.79M |
| 2 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$2.24M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.04M |
| 4 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$763K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$724K |
PDO Hedge Fund Activity: Q4 2023 in Review
112 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Dynamic Income Opportunities Fund (PDO) for Q4 2023, worth a combined $269M — up 5.7% from $254M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new PDO positions and 17 closed out — a net gain of 3 holders — while 38 added to existing stakes and 37 trimmed.
The largest buyer was Invesco, adding an estimated $4.85M. The largest seller was Morgan Stanley, cutting an estimated $7.79M.
- 112 institutional investors held PIMCO Dynamic Income Opportunities Fund (PDO) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $269M of PIMCO Dynamic Income Opportunities Fund stock for Q4 2023, up 5.7% quarter-over-quarter.
- 20 funds opened new PIMCO Dynamic Income Opportunities Fund positions in Q4 2023 and 17 closed out, a net change of +3 holders.
- The largest PIMCO Dynamic Income Opportunities Fund buyer in Q4 2023 was Invesco, an estimated $4.85M added.
- The largest PIMCO Dynamic Income Opportunities Fund seller in Q4 2023 was Morgan Stanley, an estimated $7.79M sold.
Based on aggregated 13F filings for Q4 2023.