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, Q4 2024
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 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
- 116
- +14 vs. Q3 2024
- Shares held
- 23.4M
- +3.10M (+15.3%) vs. Q3 2024
- Total value
- $318.0M
- +$31.8M (+11.1%) vs. Q3 2024
- New holders
- 23
- 45 more added
- Sold out
- 9
- 26 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 233,646 | $3.18M | 0.06% | −18,249−7.2% | Reduced |
| Element Wealth, LLC | 254,657 | $3.46M | 1.81% | +3,631+1.4% | Added |
| Raymond James Financial Inc | 335,017 | $4.55M | 0.00% | +335,017 | New |
| HighTower Advisors, LLC | 355,486 | $4.83M | 0.01% | +87,304+32.6% | Added |
| Cornerstone Advisory, LLC | 411,782 | $5.69M | 0.65% | −14,870−3.5% | Reduced |
| Cercano Management LLC | 487,454 | $6.62M | 0.17% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 666,298 | $9.05M | 0.01% | +9,109+1.4% | Added |
| Guggenheim Capital LLC | 688,098 | $9.35M | 0.08% | +103,246+17.7% | Added |
| Bank of America Corp | 688,670 | $9.36M | 0.00% | −68,945−9.1% | Reduced |
| Invesco Ltd. | 880,818 | $12.0M | 0.00% | +11,317+1.3% | Added |
| Royal Bank of Canada | 984,522 | $13.4M | 0.00% | +80,883+9.0% | Added |
| Cohen & Steers, Inc. | 1,363,662 | $18.5M | 0.04% | +10,000+0.7% | Added |
| SOL Capital Management CO | 1,473,806 | $20.0M | 2.23% | +228,161+18.3% | Added |
| Wells Fargo & Company | 2,465,764 | $33.5M | 0.01% | +221,259+9.9% | Added |
| UBS Group AG | 3,484,459 | $47.4M | 0.01% | +1,606,595+85.6% | Added |
| Morgan Stanley | 4,942,944 | $67.2M | 0.00% | +103,606+2.1% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −89,926−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Nottingham Advisors, Inc. | 0 | $0 | 0.00% | −21,269−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −14,468−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −17,099−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Biechele Royce Advisors | – | – | – | – | Not filed |