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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

102 hedge funds and large institutions have $122M invested in PIMCO Corporate & Income Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-13
Holders Change %
-11.3%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
47
Reduced
23
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPA
1
Beacon Pointe Advisors
California
$6.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$14.6M
3
PFA
3
Plotkin Financial Advisors
Maryland
$2.82M
4
CAN
4
Cetera Advisor Networks
California
$7.68M
5
Bank of America
5
Bank of America
North Carolina
$7.2M

Top Sellers

1
CFGS
1
Concourse Financial Group Securities
Alabama
$9K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$7.19M
3
LPL Financial
3
LPL Financial
California
$19.6M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
26
Hollencrest Capital Management
California
$914K -$21.6K -1,390 -2%
US Bancorp
27
US Bancorp
Minnesota
$882K -$3.8K -245 -0.4%
HB
28
Homrich & Berg
Georgia
$843K +$126K +8,122 +18%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$813K +$12K +772 +1%
AF
30
Advisornet Financial
Minnesota
$743K +$126K +8,100 +20%
RJA
31
Raymond James & Associates
Florida
$728K +$15.2K +981 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$682K +$117K +7,514 +21%
FAIM
33
Financial Advocates Investment Management
Washington
$616K +$28.6K +1,844 +5%
DADC
34
D.A. Davidson & Co
Montana
$590K +$72.4K +4,667 +14%
CAM
35
Covenant Asset Management
New Jersey
$562K – – –
SWP
36
Stratos Wealth Partners
Ohio
$562K +$16.2K +1,046 +3%
Wells Fargo
37
Wells Fargo
California
$561K -$51.1K -3,290 -8%
LNC
38
Lincoln National Corp
Pennsylvania
$555K -$185K -11,951 -25%
OC
39
Oarsman Capital
Wisconsin
$516K +$196K +12,607 +61%
CFG
40
Cooper Financial Group
California
$509K +$481 +31 +0.1%
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$472K -$16.6K -1,070 -3%
FAAS
42
First Allied Advisory Services
California
$467K -$388 -25 -0.1%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$449K +$34.3K +2,210 +8%
NL
44
NWAM LLC
Washington
$427K +$38.7K +2,500 +10%
M&T Bank
45
M&T Bank
New York
$418K +$79.1K +5,097 +23%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$400K – – –
TA
47
TFG Advisers
Michigan
$342K +$6.32K +408 +2%
Mariner
48
Mariner
Kansas
$341K +$6.34K +409 +2%
SPC
49
Sigma Planning Corp
Michigan
$339K +$18.2K +1,176 +6%
Stifel Financial
50
Stifel Financial
Missouri
$338K -$50.1K -3,227 -13%
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