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 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 2024. 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
- 109
- −2 vs. Q4 2023
- Shares held
- 21.4M
- −550.5K (−2.5%) vs. Q4 2023
- Total value
- $282.0M
- +$13.2M (+4.9%) vs. Q4 2023
- New holders
- 21
- 38 more added
- Sold out
- 23
- 27 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 559,784 | $7.37M | 0.01% | −111,729−16.6% | Reduced |
| Invesco Ltd. | 822,087 | $10.8M | 0.00% | −307,124−27.2% | Reduced |
| Bank of America Corp | 880,300 | $11.6M | 0.00% | −200,433−18.5% | Reduced |
| SOL Capital Management CO | 1,003,865 | $13.2M | 1.66% | +136,175+15.7% | Added |
| Penserra Capital Management LLC | 1,167,822 | $15.4M | 0.19% | +128,338+12.3% | Added |
| Cohen & Steers, Inc. | 1,356,340 | $17.9M | 0.04% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,008,127 | $26.4M | 0.01% | +248,492+14.1% | Added |
| UBS Group AG | 2,083,714 | $27.4M | 0.01% | +175,963+9.2% | Added |
| Morgan Stanley | 5,562,813 | $73.3M | 0.01% | +18,970+0.3% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −634,202−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −316,056−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −155,702−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −104,199−100.0% | Sold out |
| ACT Advisors, LLC. | 0 | $0 | 0.00% | −22,257−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −21,311−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −14,557−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,663−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −12,527−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −12,056−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,250−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,492−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,279−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,772−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,046−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |