PIMCO Corporate & Income Opportunity Fund
154 hedge funds and large institutions have $150M invested in PIMCO Corporate & Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 43 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
26% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 43
23% more capital invested
Capital invested by funds: $122M → $150M (+$28M)
8% more funds holding
Funds holding: 142 → 154 (+12)
1.78% more ownership
Funds ownership: 9.4% → 11.17% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
XF
XML Financial
Bethesda,
Maryland
|
+$5.65M |
| 2 |
CA
Cornerstone Advisory
Hunt Valley,
Maryland
|
+$3.42M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$2.12M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.86M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$1.02M |
| 2 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$983K |
| 3 |
M&T Bank
Buffalo,
New York
|
-$971K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$519K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$432K |
PTY Hedge Fund Activity: Q4 2022 in Review
154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2022, worth a combined $150M — up 23% from $122M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PTY positions and 13 closed out — a net gain of 15 holders — while 54 added to existing stakes and 43 trimmed.
The largest buyer was XML Financial, adding an estimated $5.65M. The largest seller was Rockefeller Capital Management, cutting an estimated $1.02M.
- 154 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2022, up from 142 in Q3 2022.
- Funds reported $150M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2022, up 23% quarter-over-quarter.
- 28 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2022 and 13 closed out, a net change of +15 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2022 was XML Financial, an estimated $5.65M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2022 was Rockefeller Capital Management, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2022.