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 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Sep 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
- 105
- −4 vs. Q2 2024
- Shares held
- 20.5M
- −999.7K (−4.6%) vs. Q2 2024
- Total value
- $289.9M
- +$3.52M (+1.2%) vs. Q2 2024
- New holders
- 15
- 42 more added
- Sold out
- 19
- 22 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 1,353,662 | $19.1M | 0.03% | +7,322+0.5% | Added |
| UBS Group AG | 1,877,864 | $26.5M | 0.01% | −53,991−2.8% | Reduced |
| Wells Fargo & Company | 2,244,505 | $31.7M | 0.01% | +97,733+4.6% | Added |
| Morgan Stanley | 4,839,338 | $68.3M | 0.00% | −481,610−9.1% | Reduced |
| International Assets Investment Management, LLC | 17,099 | – | – | +17,099 | New |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,194,365−100.0% | Sold out |
| BCR Wealth Strategies, LLC | 0 | $0 | 0.00% | −24,230−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −21,973−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,719−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,299−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −16,850−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −15,933−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,757−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,077−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −14,108−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −12,649−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −10,683−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −10,405−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |