Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
PIMCO Dynamic Income Opportunities Fund
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE
Prev close 12.03 · gapped below the open, then crossed back over prior close. High/low 12.05 at 8:45 am ET, 11.83 at 12:15 pm ET.
135 institutional managers report a position in PIMCO Dynamic Income Opportunities Fund worth $375.6M between them, filed on form 13F for the quarter ending 2026-06-30. 16 of them hold 80% of it, the largest being Morgan Stanley at 18.22%.
110 more managers in the register
16 managers hold 80% of the $375.6M institutional base. The other 119 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
PDO (PIMCO Dynamic Income Opportunities Fund) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
via Cerity Partners LLC, Cohen & Steers Inc, Element Wealth, LLC +4 more · 6.10% of PDO, 11.21% of PAXS
via Cohen & Steers Inc, Guggenheim Capital LLC, Sanctuary Advisors, LLC +3 more · 4.53% of PDO, 7.58% of GUG
via Guggenheim Capital LLC, J.W. Cole Advisors, Inc., Commonwealth Equity Services, LLC +4 more · 2.96% of PDO, 5.51% of NXG
via Guggenheim Capital LLC, J.W. Cole Advisors, Inc., Private Advisor Group, LLC +6 more · 2.96% of PDO, 7.86% of EDF
via Guggenheim Capital LLC, Commonwealth Equity Services, LLC, Cetera Investment Advisers +5 more · 2.96% of PDO, 14.54% of NDMO
via Cerity Partners LLC, Commonwealth Equity Services, LLC · 6.10% of PDO, 8.75% of CREX
Managers holding a meaningful stake in PDO also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.