PIMCO DYNAMIC INCOME OPPORT (PDO) Institutional Ownership Changes & 13F Activity

PIMCO DYNAMIC INCOME OPPORT (PDO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Cercano Management Llc, Wells Fargo & Company/Mn, Jane Street Group, Llc, and Royal Bank Of Canada.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Palogic Value Management, L.P.Buy+3,000+3.3%93,184$1.23MQ2 2026Sep 09, 2026
Equitable Holdings, Inc.Buy+200+1.9%10,831$143.19KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,025,1161,025,116$13.55MQ2 2026Aug 14, 2026
Cercano Management LlcBuy+783,312783,312$10.36MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-132,136-5.6%2,242,251$29.64MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-116,686-66.5%58,739$776.53KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+106,389+4.5%2,453,583$32.44MQ2 2026Aug 14, 2026
&PartnersSell-59,300-44.7%73,472$996.41KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+57,385+26.0%278,158$3.68MQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+31,95731,957$422.47KQ2 2026Aug 14, 2026
Morganrosel Wealth Management, LlcBuy+27,44227,442$362.78KQ2 2026Aug 14, 2026
Cohen & Steers, Inc.Buy+19,259+1.5%1,287,083$17.02MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+14,80614,806$195.00KQ2 2026Aug 14, 2026
Nomura Holdings IncBuy+14,00014,000$185.08KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcBuy+12,94212,942$171.09KQ2 2026Aug 14, 2026
Cerity Partners LlcSell-11,367-0.7%1,734,470$22.93MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+10,806+17.0%74,341$982.79KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+8,972+14.9%69,240$915.35KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,2784,278$56.55KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-3,693-0.6%653,870$8.64MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+778778$10.28KQ2 2026Aug 14, 2026
Bramshill Investments, LlcBuy+577+1.1%52,693$696.60KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-572-3.2%17,487$227.02KQ2 2026Aug 14, 2026
Bank Of America CorpSell-485-0.1%840,308$11.11MQ2 2026Aug 14, 2026
Element Wealth, LlcSell-369-0.2%224,130$2.96MQ2 2026Aug 14, 2026
Sanctuary Advisors, LlcBuy+99,468+904.3%110,468$1.46MQ2 2026Aug 13, 2026
Morgan StanleyBuy+88,015+1.7%5,177,726$68.45MQ2 2026Aug 13, 2026
Ubs Group AgBuy+75,842+2.1%3,641,299$48.14MQ2 2026Aug 13, 2026
Mariner, LlcBuy+11,40511,405$150.77KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+10,43910,439$138.00KQ2 2026Aug 13, 2026
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Frequently asked questions about PDO activity

  • Which institutional owners are buying PDO?

    Institutional owners buying PDO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PDO activity?

    "Buy" means an investor increased their reported position in PDO compared to the prior reporting period. This reflects growing exposure to PIMCO DYNAMIC INCOME OPPORT (PDO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PDO increasing?

    Institutional interest in PDO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.