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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Palogic Value Management, L.P. | Buy | +3,000 | +3.3% | 93,184 | $1.23M | Q2 2026 | Sep 09, 2026 |
| Equitable Holdings, Inc. | Buy | +200 | +1.9% | 10,831 | $143.19K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +1,025,116 | — | 1,025,116 | $13.55M | Q2 2026 | Aug 14, 2026 |
| Cercano Management Llc | Buy | +783,312 | — | 783,312 | $10.36M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -132,136 | -5.6% | 2,242,251 | $29.64M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -116,686 | -66.5% | 58,739 | $776.53K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +106,389 | +4.5% | 2,453,583 | $32.44M | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -59,300 | -44.7% | 73,472 | $996.41K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +57,385 | +26.0% | 278,158 | $3.68M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Securities, Llc | Buy | +31,957 | — | 31,957 | $422.47K | Q2 2026 | Aug 14, 2026 |
| Morganrosel Wealth Management, Llc | Buy | +27,442 | — | 27,442 | $362.78K | Q2 2026 | Aug 14, 2026 |
| Cohen & Steers, Inc. | Buy | +19,259 | +1.5% | 1,287,083 | $17.02M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +14,806 | — | 14,806 | $195.00K | Q2 2026 | Aug 14, 2026 |
| Nomura Holdings Inc | Buy | +14,000 | — | 14,000 | $185.08K | Q2 2026 | Aug 14, 2026 |
| Boothbay Fund Management, Llc | Buy | +12,942 | — | 12,942 | $171.09K | Q2 2026 | Aug 14, 2026 |
| Cerity Partners Llc | Sell | -11,367 | -0.7% | 1,734,470 | $22.93M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +10,806 | +17.0% | 74,341 | $982.79K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +8,972 | +14.9% | 69,240 | $915.35K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +4,278 | — | 4,278 | $56.55K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -3,693 | -0.6% | 653,870 | $8.64M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +778 | — | 778 | $10.28K | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +577 | +1.1% | 52,693 | $696.60K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -572 | -3.2% | 17,487 | $227.02K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -485 | -0.1% | 840,308 | $11.11M | Q2 2026 | Aug 14, 2026 |
| Element Wealth, Llc | Sell | -369 | -0.2% | 224,130 | $2.96M | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, Llc | Buy | +99,468 | +904.3% | 110,468 | $1.46M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +88,015 | +1.7% | 5,177,726 | $68.45M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +75,842 | +2.1% | 3,641,299 | $48.14M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Buy | +11,405 | — | 11,405 | $150.77K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Buy | +10,439 | — | 10,439 | $138.00K | Q2 2026 | Aug 13, 2026 |
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.
Related PDO Institutional Insights
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