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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

149 hedge funds and large institutions have $227M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
54
Reduced
35
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$21.8M
2
SWP
2
Strategic Wealth Partners
Ohio
$2.72M
3
GSEP
3
Golden State Equity Partners
California
$2.45M
4
IAIM
4
International Assets Investment Management
Florida
$979K
5
Bank of America
5
Bank of America
North Carolina
$3.27M

Top Sellers

1
GL
1
GHE LLC
Tennessee
$355K
2
CA
2
Cornerstone Advisory
Maryland
$423K
3
CF
3
Centaurus Financial
California
$301K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$2.53M
5
GC
5
Guggenheim Capital
Illinois
$535K
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
26
Dynamic Advisor Solutions
Arizona
$2.53M 180,998 -28,826 -14%
GSEP
27
Golden State Equity Partners
California
$2.45M 175,048 +175,048 New
Stifel Financial
28
Stifel Financial
Missouri
$1.96M 140,287 +4,805 +4%
KAS
29
Kestra Advisory Services
Texas
$1.91M 136,241 +53,811 +65%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.71M 121,818 +7,979 +7%
PFA
31
Plotkin Financial Advisors
Maryland
$1.69M 120,938 +42,497 +54%
UBS Group
32
UBS Group
Switzerland
$1.32M 94,374 -14,067 -13%
M&T Bank
33
M&T Bank
New York
$1.3M 93,015 +4,225 +5%
EWA
34
Exencial Wealth Advisors
Oklahoma
$1.17M 83,892 -4,056 -5%
CWM
35
C2C Wealth Management
Arizona
$1.06M 76,712 +21 +0%
PA
36
Parallel Advisors
California
$1.04M 74,452 – –
RJA
37
Raymond James & Associates
Florida
$1.01M 72,155 +11,397 +19%
IAIM
38
International Assets Investment Management
Florida
$979K 74,147 +74,147 New
BPA
39
Beacon Pointe Advisors
California
$900K 64,251 -7,851 -11%
NA
40
NewEdge Advisors
Louisiana
$898K 64,177 +1,763 +3%
CWM
41
Cornerstone Wealth Management
Missouri
$739K 52,772 +14 +0%
CPRC
42
Consolidated Portfolio Review Corp
New York
$718K 51,289 -4,003 -7%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$717K 51,210 – –
WWM
44
Western Wealth Management
Colorado
$654K 46,728 +2,999 +7%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$647K 46,197 – –
BWA
46
BDO Wealth Advisors
Florida
$641K 45,750 -1,957 -4%
HCM
47
Hollencrest Capital Management
California
$634K 45,289 – –
ASFA
48
All Season Financial Advisors
Colorado
$625K 44,625 +19,276 +76%
VCP
49
Verus Capital Partners
Arizona
$624K 44,586 -457 -1%
SIC
50
Samalin Investment Counsel
New York
$598K 42,684 +8,382 +24%
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