Skip to main content

PIMCO Dynamic Income Opportunities Fund

PDO
Exchange
NYSE
SEC CIK
0001798618

No open-market purchases or sales by PIMCO Dynamic Income Opportunities Fund insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $383.9M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
28
No complete 13F data for Q4 2020
Shares held
9.03M
No complete 13F data for Q4 2020
Total value
$181.3M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting PDO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 28 institutions
Q1 2021: 28 institutionsQ2 2021: 43 institutionsQ3 2021: 50 institutionsQ4 2021: 54 institutionsQ1 2022: 63 institutionsQ2 2022: 79 institutionsQ3 2022: 80 institutionsQ4 2022: 97 institutionsQ1 2023: 103 institutionsQ2 2023: 105 institutionsQ3 2023: 110 institutionsQ4 2023: 112 institutionsQ1 2024: 109 institutionsQ2 2024: 109 institutionsQ3 2024: 105 institutionsQ4 2024: 116 institutionsQ1 2025: 119 institutionsQ2 2025: 117 institutionsQ3 2025: 135 institutionsQ4 2025: 130 institutionsQ1 2026: 137 institutionsQ2 2026: 137 institutions
Value heldQ1 2021: $181.3M
Q1 2021: $181.3MQ2 2021: $266.9MQ3 2021: $300.8MQ4 2021: $319.2MQ1 2022: $398.5MQ2 2022: $344.6MQ3 2022: $311.7MQ4 2022: $288.6MQ1 2023: $270.2MQ2 2023: $281.6MQ3 2023: $254.4MQ4 2023: $268.8MQ1 2024: $282.0MQ2 2024: $286.4MQ3 2024: $289.9MQ4 2024: $318.0MQ1 2025: $351.2MQ2 2025: $354.5MQ3 2025: $384.6MQ4 2025: $384.8MQ1 2026: $361.1MQ2 2026: $383.9M
Institutions holding PDO and their total value by quarter
QuarterHoldersValue
Q2 2026137$383.9M
Q1 2026137$361.1M
Q4 2025130$384.8M
Q3 2025135$384.6M
Q2 2025117$354.5M
Q1 2025119$351.2M
Q4 2024116$318.0M
Q3 2024105$289.9M
Q2 2024109$286.4M
Q1 2024109$282.0M
Q4 2023112$268.8M
Q3 2023110$254.4M
Q2 2023105$281.6M
Q1 2023103$270.2M
Q4 202297$288.6M
Q3 202280$311.7M
Q2 202279$344.6M
Q1 202263$398.5M
Q4 202154$319.2M
Q3 202150$300.8M
Q2 202143$266.9M
Q1 202128$181.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding PDO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley4,052,989$81.3M0.01%––
Artemis Wealth Advisors, LLC2,010,974$40.4M6.32%––
Bank of America Corp512,793$10.3M0.00%––
Cohen & Steers, Inc.379,709$7.62M0.02%––
UBS Group AG367,296$7.37M0.00%––
Rivernorth Capital Management, LLC277,597$5.57M0.33%––
Royal Bank of Canada237,106$4.76M0.00%––
Family Management Corp181,428$3.64M1.14%––
Commonwealth Equity Services, LLC142,830$2.87M0.01%––
Element Wealth, LLC135,509$2.72M2.27%––
Advisor Group Holdings, Inc.120,376$2.42M0.01%––
First Foundation Advisors119,820$2.40M0.10%––
Wedbush Securities Inc99,320$1.99M0.11%––
Crumly & Associates Inc.85,230$1.71M1.00%––
Stockman Wealth Management, Inc.77,342$1.55M0.43%––
Greytown Advisors Inc.44,662$900.0K0.49%––
CIBC World Markets Inc.33,271$668.0K0.00%––
United Maritime Capital LLC26,500$532.0K0.44%––
Stifel Financial Corp23,540$472.0K0.00%––
Truist Financial Corp21,200$425.0K0.00%––
SOL Capital Management CO19,310$388.0K0.08%––
First Trust Advisors LP15,589$313.0K0.00%––
Liberty Wealth Management LLC12,500$254.0K0.12%––
GWM Advisors LLC12,500$251.0K0.01%––
Almanack Investment Partners, LLC.12,000$242.0K0.02%––
Arkadios Wealth Advisors7,250$145.0K0.02%––
Wells Fargo & Company2,000$40.0K0.00%––
Wagner Wealth Management, LLC1,770$36.0K0.03%––