PTY icon

PIMCO Corporate & Income Opportunity Fund

143 hedge funds and large institutions have $177M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-10
Holders Change %
-6.54%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
51
Reduced
36
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
26
Bank of America
North Carolina
$2.06M +$152K +12,154 +8%
Stifel Financial
27
Stifel Financial
Missouri
$1.69M +$714K +57,282 +73%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.42M -$191K -15,280 -12%
UBS Group
29
UBS Group
Switzerland
$1.35M -$91.2K -7,314 -6%
M&T Bank
30
M&T Bank
New York
$1.11M +$874K +70,053 +374%
EWA
31
Exencial Wealth Advisors
Oklahoma
$1.1M -$20.7K -1,657 -2%
KAS
32
Kestra Advisory Services
Texas
$1.03M -$536K -42,989 -34%
PFA
33
Plotkin Financial Advisors
Maryland
$978K +$23.9K +1,915 +3%
CWM
34
C2C Wealth Management
Arizona
$978K +$19.4K +1,520 +2%
CF
35
Centaurus Financial
California
$950K -$4.95K -397 -0.5%
PA
36
Parallel Advisors
California
$928K
BPA
37
Beacon Pointe Advisors
California
$899K -$1.46M -117,198 -62%
NA
38
NewEdge Advisors
Louisiana
$813K +$2.71K +208 +0.3%
GC
39
Guggenheim Capital
Illinois
$783K -$8.31K -666 -1%
RJA
40
Raymond James & Associates
Florida
$758K +$79.9K +6,406 +12%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$749K -$302K -24,242 -29%
CPRC
42
Consolidated Portfolio Review Corp
New York
$689K +$689K +55,292 New
CWM
43
Cornerstone Wealth Management
Missouri
$658K +$658K +52,758 New
Neuberger Berman Group
44
Neuberger Berman Group
New York
$639K
BWA
45
BDO Wealth Advisors
Florida
$595K -$169K -13,513 -22%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$576K +$12.5K +1,000 +2%
HCM
47
Hollencrest Capital Management
California
$565K -$60.9K -4,881 -10%
VCP
48
Verus Capital Partners
Arizona
$562K -$18.2K -1,459 -3%
Wells Fargo
49
Wells Fargo
California
$561K +$848 +68 +0.2%
WWM
50
Western Wealth Management
Colorado
$545K -$18.5K -1,484 -3%