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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

130 hedge funds and large institutions have $174M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
48
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.66M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.01M
4
ASFA
4
All Season Financial Advisors
Colorado
$873K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.15M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$815K
2
CAN
2
Cetera Advisor Networks
California
$5.76M
3
BWA
3
BDO Wealth Advisors
Florida
$1.92M
4
SPIA
4
Steward Partners Investment Advisory
New York
$0
5
PFA
5
Plotkin Financial Advisors
Maryland
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$1.34M 67,786 +625 +0.9%
KAS
27
Kestra Advisory Services
Texas
$1.33M 67,158 +23,492 +54%
CWM
28
Cornerstone Wealth Management
Missouri
$1.29M 65,034 -265 -0.4%
CF
29
Centaurus Financial
California
$1.25M 63,313 +89 +0.1%
HCM
30
Hollencrest Capital Management
California
$1.18M 59,468 – –
US Bancorp
31
US Bancorp
Minnesota
$1.15M 58,261 -613 -1%
SPC
32
Sigma Planning Corp
Michigan
$1.13M 57,162 -14,687 -20%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.12M 56,566 +1,570 +3%
ACM
34
Ascendant Capital Management
California
$1.09M 55,000 -14,000 -20%
M&T Bank
35
M&T Bank
New York
$1.09M 54,915 +1,825 +3%
HB
36
Homrich & Berg
Georgia
$1.03M 52,207 -2,647 -5%
AF
37
Advisornet Financial
Minnesota
$1.02M 51,537 -299 -0.6%
Wells Fargo
38
Wells Fargo
California
$992K 50,114 +2,140 +4%
ASFA
39
All Season Financial Advisors
Colorado
$873K 44,096 +44,096 New
Creative Planning
40
Creative Planning
Kansas
$815K 41,185 -167,873 -80%
HWA
41
HCR Wealth Advisors
California
$762K 38,481 -411 -1%
DADC
42
D.A. Davidson & Co
Montana
$754K 38,094 -1,632 -4%
CAM
43
Covenant Asset Management
New Jersey
$717K 36,214 – –
FAIM
44
Financial Advocates Investment Management
Washington
$702K 35,502 -3,103 -8%
SWP
45
Stratos Wealth Partners
Ohio
$610K 30,799 +2,106 +7%
HI
46
Harbour Investments
Wisconsin
$598K 30,230 -1,438 -5%
NL
47
NWAM LLC
Washington
$589K 29,774 -3,069 -9%
AIP
48
Ahrens Investment Partners
Louisiana
$583K 29,450 +29,450 New
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$550K 27,800 +1,500 +6%
GWM
50
GSB Wealth Management
Connecticut
$546K 27,570 -1,131 -4%
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