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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

124 hedge funds and large institutions have $160M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
+$2.53M
2
BWA
BDO Wealth Advisors
Florida
+$1.78M
3
FFN
Focus Financial Network
Minnesota
+$1.19M
4
SPIA
Steward Partners Investment Advisory
New York
+$978K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$812K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$4.05M
2
Morgan Stanley
Morgan Stanley
New York
-$2.93M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.17M
4
BPA
Beacon Pointe Advisors
California
-$2.14M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$571K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.23M -$328K -17,957 -21%
RJA
27
Raymond James & Associates
Florida
$1.2M +$299K +16,377 +33%
CWM
28
Cornerstone Wealth Management
Missouri
$1.19M +$7.18K +393 +0.6%
FFN
29
Focus Financial Network
Minnesota
$1.19M +$1.19M +64,467 New
APW
30
Aurora Private Wealth
New Jersey
$1.17M +$17.5K +958 +2%
CF
31
Centaurus Financial
California
$1.16M -$38.7K -2,118 -3%
HCM
32
Hollencrest Capital Management
California
$1.09M – – –
US Bancorp
33
US Bancorp
Minnesota
$1.08M +$32K +1,751 +3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.01M +$41K +2,242 +4%
HB
35
Homrich & Berg
Georgia
$1M +$2.98K +163 +0.3%
SPIA
36
Steward Partners Investment Advisory
New York
$978K +$978K +53,521 New
M&T Bank
37
M&T Bank
New York
$970K – – –
AF
38
Advisornet Financial
Minnesota
$947K +$24.4K +1,337 +3%
Wells Fargo
39
Wells Fargo
California
$876K -$127K -6,935 -13%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$832K +$234K +12,800 +39%
KAS
41
Kestra Advisory Services
Texas
$798K -$4.05M -221,480 -84%
DADC
42
D.A. Davidson & Co
Montana
$726K – – –
HWA
43
HCR Wealth Advisors
California
$711K +$90.8K +4,969 +15%
FAIM
44
Financial Advocates Investment Management
Washington
$705K -$23.9K -1,308 -3%
CAM
45
Covenant Asset Management
New Jersey
$662K – – –
SFS
46
Sowell Financial Services
Arkansas
$648K +$295K +15,022 +84%
NL
47
NWAM LLC
Washington
$600K +$35.7K +1,953 +6%
HI
48
Harbour Investments
Wisconsin
$579K +$579K +31,668 New
OC
49
Oarsman Capital
Wisconsin
$565K -$41.5K -2,275 -7%
SWP
50
Stratos Wealth Partners
Ohio
$524K +$31.8K +1,739 +6%
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