Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Dynamic Income Oprnts (PDO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — PDO

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PDO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
136 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 — +18% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

73 buying54 selling
Last quarter: 73 funds bought or added vs 54 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.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new PDO position: 18 → 27 → 15 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

46% conviction (2yr+) 21% medium 32% new
63 out of 136 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.
➡️

Steady discovery — ~27 new funds/quarter

23 → 18 → 27 → 15 → 27 new funds/Q
New funds entering each quarter: 18 → 27 → 15 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 34% newcomers

52% veterans 14% 1-2yr 34% new
Entry-cohort mix of 136 holders: 71 (52%) are 2+ year veterans, 19 entered 1–2 years ago, and 46 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
13 of 136 holders are among the 100 largest funds by AUM, controlling 61% 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.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — PDO

In 2026 Q1, 73 hedge funds were net buyers of PDO (27 opened a new position, 46 added to an existing one), while 54 reduced or exited (36 trimmed, 18 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 61% of total institutional value in PDO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 136.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pimco Dynamic Income Oprnts (PDO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PDO has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PDO
+0.6%
XLF
+1220.3%

PDO outperformed XLF by -1219.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PDO
+2.8%
XLF
+4.8%

Since the filing became public, PDO outperformed XLF by -2.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: PDO
136 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 136 127 7.09%
13F Shares 28M 27M 1.9%
Total Value $338M $381M -11.27%
New Positions 27 15 +12
Increased Positions 46 48 -2
Closed Positions 18 19 -1
Reduced Positions 36 35 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PDO

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Institutional Holders (2026 Q1)

136 + investors

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

QUARTER:
Top 25 PDO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Wealth Partners, LLC 2.71% 233,197 $3.0M
2 Anchor Capital Management Group Inc 1.21% 134,500 $1.7M
3 Element Wealth, LLC 1.20% 224,499 $2.9M
4 Estate Planners Group, LLC 0.96% 159,844 $2.2M
5 Navis Wealth Advisors, LLC 0.60% 90,524 $1.2M
6 Shaker Financial Services, LLC 0.58% 128,530 $1.7M
7 Palogic Value Management, L.P. 0.49% 90,184 $1.2M
8 Fund Advisors of America Inc/FL 0.40% 30,241 $391K
9 Cornerstone Advisory, LLC 0.37% 306,042 $4.0M
10 Samalin Investment Counsel, LLC 0.30% 65,560 $848K
11 International Assets Investment Management, LLC 0.30% 327,028 $4.3M
12 Thomas J. Herzfeld Advisors, Inc. 0.29% 66,751 $863K
13 Triumph Capital Management 0.24% 89,634 $1.2M
14 Leavell Investment Management, INC. 0.21% 392,835 $5.1M
15 Gridiron Partners, LLC 0.21% 26,433 $342K
16 Logan Stone Capital, LLC 0.16% 44,056 $570K
17 Clearview Wealth Management LLC 0.15% 16,354 $211K
18 Mcdonald Partners LLC 0.14% 46,000 $595K
19 Buska Wealth Management, LLC 0.11% 21,147 $273K
20 Goldstone Financial Group, LLC 0.09% 64,610 $835K
21 Guggenheim Capital LLC 0.09% 865,387 $11.2M
22 Venture Visionary Partners LLC 0.08% 187,532 $2.4M
23 West Michigan Advisors, LLC 0.07% 25,000 $326K
24 Maridea Wealth Management LLC 0.07% 37,428 $484K
25 Crumly & Associates Inc. 0.07% 25,000 $323K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PDO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PDO?

Slight buying edge — 57% buying: Last quarter: 73 funds bought or added vs 54 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 — 61% AUM from top-100 funds: 13 of 136 holders are among the 100 largest funds by AUM, controlling 61% 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?

46% of holders stayed for 2+ years: 63 out of 136 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.

Is it too late to buy Pimco Dynamic Income Oprnts (PDO) following the 2026 Q1 hedge fund 13F filings?

As of today, PDO has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -2.0%. Since the quarter end (March 31, 2026), PDO has gained +0.6% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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