Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO DYNAMIC INCOME OPRNTS (PDO)

126 + Investors. Track Smart Money conviction in PDO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — PDO

Based on 126 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PDO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
126 hedge funds hold PDO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

63 buying51 selling
Last quarter: 63 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 17 → 25 → 15. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
64 out of 126 hedge funds have held PDO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -0%, value -53%

Value
-52%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -53%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~15 new funds/quarter

24 → 23 → 17 → 25 → 15 new funds/Q
New funds entering each quarter: 23 → 17 → 25 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 11% 1-2yr ■ 33% new
Of 126 current holders: 71 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
10 of 126 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PDO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: PDO

How many hedge funds hold PDO — quarterly history vs. share price
Quarterly hedge fund ownership of PDO vs. share price

Market Analysis: PDO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PDO

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PDO
2026 Q1 Stats Unlock in 22 days 126 + Investors

Track Smart Money conviction in PDO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 126 128 -1.56%
13F Shares 27M 27M -0.16%
Total Value $381M $805M -52.73%
New Positions 15 25 -10
Increased Positions 48 47 +1
Closed Positions 17 11 +6
Reduced Positions 34 29 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDO

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

126 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PDO. Verified SEC 13F-HR filings.

Top 25 institutional holders of PDO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Wealth Partners, LLC 2.71% 233,197 $3.0M
2 Estate Planners Group, LLC 0.96% 159,844 $2.2M
3 Samalin Investment Counsel, LLC 0.30% 65,560 $848K
4 Gridiron Partners, LLC 0.21% 26,433 $342K
5 Buska Wealth Management, LLC 0.11% 21,147 $273K
6 Goldstone Financial Group, LLC 0.09% 64,610 $835K
7 Maridea Wealth Management LLC 0.07% 37,428 $484K
8 Crumly & Associates Inc. 0.07% 25,000 $323K
9 Noble Wealth Management PBC 0.06% 9,931 $128K
10 Capital Investment Advisors, LLC 0.04% 196,990 $2.5M
11 WEDBUSH SECURITIES INC 0.04% 99,325 $1K
12 Beacon Financial Advisory LLC 0.03% 10,639 $138K
13 Tennessee Valley Asset Management Partners 0.03% 15,778 $204K
14 Onyx Bridge Wealth Group LLC 0.02% 13,167 $170K
15 PFG Investments, LLC 0.02% 30,136 $390K
16 Private Advisor Group, LLC 0.02% 286,227 $3.7M
17 Concurrent Investment Advisors, LLC 0.01% 97,775 $1.3M
18 RFG Advisory, LLC 0.01% 52,073 $673K
19 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 656,529 $8.5M
20 COURIER CAPITAL LLC 0.01% 16,269 $210K
21 Activest Wealth Management 0.01% 4,945 $64K
22 Bank of New Hampshire 0.01% 3,725 $48K
23 FNY Investment Advisers, LLC 0.01% 1,600 —
24 CENTRAL TRUST Co 0.01% 31,500 $407K
25 Aspect Partners, LLC 0.01% 1,269 $16K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO DYNAMIC INCOME OPRNTS (PDO)

What does the Smart Money Trend signal show for PDO?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PDO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PDO?

Slight buying edge — 55% buying: Last quarter: 63 funds bought or added vs 51 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PDO holders?

Elite ownership — 58% AUM from top-100 funds: 10 of 126 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in PDO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PDO?

51% of holders stayed for 2+ years: 64 out of 126 hedge funds have held PDO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.