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, Q2 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 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
- 0 vs. Q1 2024
- Shares held
- 21.5M
- +153.3K (+0.7%) vs. Q1 2024
- Total value
- $286.4M
- +$4.35M (+1.5%) vs. Q1 2024
- New holders
- 14
- 37 more added
- Sold out
- 14
- 33 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AllSquare Wealth Management LLC | 1,200 | $15.9K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,000 | $13.3K | 0.00% | +1,000 | New |
| Hilltop National Bank | 750 | $9.97K | 0.00% | +750 | New |
| Toth Financial Advisory Corp | 400 | $5.32K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 400 | $5.32K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 85 | $1.13K | 0.00% | +85 | New |
| Wolff Wiese Magana LLC | 81 | $1.08K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 59 | $784 | 0.00% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −56,191−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −26,939−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −26,233−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −23,738−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −20,720−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −16,075−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| PFS Partners, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |