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, Q3 2023
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Sep 30, 2023. 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
- 110
- +5 vs. Q2 2023
- Shares held
- 21.4M
- −163.3K (−0.8%) vs. Q2 2023
- Total value
- $254.4M
- −$27.3M (−9.7%) vs. Q2 2023
- New holders
- 16
- 43 more added
- Sold out
- 11
- 29 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $383.9M |
| Q1 2026 | 137 | $361.1M |
| Q4 2025 | 130 | $384.8M |
| Q3 2025 | 135 | $384.6M |
| Q2 2025 | 117 | $354.5M |
| Q1 2025 | 119 | $351.2M |
| Q4 2024 | 116 | $318.0M |
| Q3 2024 | 105 | $289.9M |
| Q2 2024 | 109 | $286.4M |
| Q1 2024 | 109 | $282.0M |
| Q4 2023 | 112 | $268.8M |
| Q3 2023 | 110 | $254.4M |
| Q2 2023 | 105 | $281.6M |
| Q1 2023 | 103 | $270.2M |
| Q4 2022 | 97 | $288.6M |
| Q3 2022 | 80 | $311.7M |
| Q2 2022 | 79 | $344.6M |
| Q1 2022 | 63 | $398.5M |
| Q4 2021 | 54 | $319.2M |
| Q3 2021 | 50 | $300.8M |
| Q2 2021 | 43 | $266.9M |
| Q1 2021 | 28 | $181.3M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 650,351 | $7.73M | 0.02% | +164,071+33.7% | Added |
| Invesco Ltd. | 714,952 | $8.49M | 0.00% | −145,534−16.9% | Reduced |
| Rivernorth Capital Management, LLC | 722,931 | $8.59M | 0.45% | −1,240,441−63.2% | Reduced |
| Penserra Capital Management LLC | 967,539 | $11.5M | 0.24% | +71,684+8.0% | Added |
| Bank of America Corp | 997,466 | $11.8M | 0.00% | −16,666−1.6% | Reduced |
| SOL Capital Management CO | 1,058,980 | $12.6M | 1.95% | +116,631+12.4% | Added |
| Cohen & Steers, Inc. | 1,356,340 | $16.1M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,656,989 | $19.7M | 0.01% | +96,838+6.2% | Added |
| UBS Group AG | 1,674,862 | $19.9M | 0.01% | −9,746−0.6% | Reduced |
| Morgan Stanley | 6,209,277 | $73.8M | 0.01% | +266,740+4.5% | Added |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −18,539−100.0% | Sold out |
| Biechele Royce Advisors | 0 | $0 | 0.00% | −16,460−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −15,029−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −10,815−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Roffman Miller Associates Inc | 0 | $0 | 0.00% | −198−100.0% | Sold out |