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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

108 hedge funds and large institutions have $123M invested in PIMCO Corporate & Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 11 closing their positions.

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
39
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Avantax Advisory Services
Texas
$2.02M
2
Ameriprise
2
Ameriprise
Minnesota
$1.16M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.9M
5
BPA
5
Beacon Pointe Advisors
California
$7.35M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$14.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$0
3
AWM
3
AE Wealth Management
Kansas
$0
4
SS
4
Simplicity Solutions
Minnesota
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$6.53M
Name Market Value Shares Shares
Change 		Shares
Change %
HB
26
Homrich & Berg
Georgia
$879K 54,519 +176 +0.3%
AF
27
Advisornet Financial
Minnesota
$843K 52,287 +4,362 +9%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$765K 47,403 -38,704 -45%
RJA
29
Raymond James & Associates
Florida
$752K 46,632 -297 -0.6%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$740K 45,907 -6,505 -12%
MML Investors Services
31
MML Investors Services
Massachusetts
$726K 44,997 +1,051 +2%
Wells Fargo
32
Wells Fargo
California
$724K 44,880 +8,736 +24%
M&T Bank
33
M&T Bank
New York
$712K 44,170 +17,218 +64%
KAS
34
Kestra Advisory Services
Texas
$657K 40,703 +40,703 New
FAIM
35
Financial Advocates Investment Management
Washington
$644K 39,904 +183 +0.5%
DADC
36
D.A. Davidson & Co
Montana
$601K 37,236 -774 -2%
CFG
37
Cooper Financial Group
California
$598K 37,055 +4,249 +13%
CAM
38
Covenant Asset Management
New Jersey
$584K 36,214 -30 -0.1%
OC
39
Oarsman Capital
Wisconsin
$529K 32,812 -450 -1%
NL
40
NWAM LLC
Washington
$488K 30,250 +2,700 +10%
HWA
41
HCR Wealth Advisors
California
$485K 30,014 +8,120 +37%
FAAS
42
First Allied Advisory Services
California
$476K 29,517 -561 -2%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$462K 27,350 -1,610 -6%
SWP
44
Stratos Wealth Partners
Ohio
$434K 26,914 -9,338 -26%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$416K 25,810 – –
SPC
46
Sigma Planning Corp
Michigan
$396K 24,568 +2,715 +12%
TA
47
TFG Advisers
Michigan
$374K 23,229 +1,144 +5%
Stifel Financial
48
Stifel Financial
Missouri
$351K 21,778 – –
LNC
49
Lincoln National Corp
Pennsylvania
$343K 21,242 -14,532 -41%
FFA
50
First Foundation Advisors
California
$338K 20,943 +6,047 +41%
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