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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $217M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
49
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.55M
2
CA
2
Cresta Advisors
Texas
$831K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$836K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.8M 137,486 -2,801 -2%
KAS
27
Kestra Advisory Services
Texas
$1.65M 126,477 -9,764 -7%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.65M 126,424 +4,606 +4%
PFA
29
Plotkin Financial Advisors
Maryland
$1.54M 118,201 -2,737 -2%
M&T Bank
30
M&T Bank
New York
$1.15M 88,015 -5,000 -5%
Truist Financial
31
Truist Financial
North Carolina
$1.14M 87,193 +70,710 +429%
UBS Group
32
UBS Group
Switzerland
$1.09M 83,515 -10,859 -12%
EWA
33
Exencial Wealth Advisors
Oklahoma
$1.09M 83,430 -462 -0.6%
AAS
34
Avantax Advisory Services
Texas
$1.03M 78,785 +61,968 +368%
RJA
35
Raymond James & Associates
Florida
$1.01M 77,317 +5,162 +7%
PA
36
Parallel Advisors
California
$973K 74,452 – –
CWM
37
C2C Wealth Management
Arizona
$966K 76,725 +13 +0%
IAIM
38
International Assets Investment Management
Florida
$939K 75,910 +1,763 +2%
BPA
39
Beacon Pointe Advisors
California
$877K 67,087 +2,836 +4%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$836K 63,982 -127,990 -67%
CA
41
Cresta Advisors
Texas
$831K 63,571 -149,417 -70%
NA
42
NewEdge Advisors
Louisiana
$781K 59,718 -4,459 -7%
AWS
43
Atria Wealth Solutions
New York
$704K 53,413 +11,888 +29%
CWM
44
Cornerstone Wealth Management
Missouri
$683K 52,226 -546 -1%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$676K 51,710 +500 +1%
VF
46
Virtu Financial
New York
$671K 51,346 +51,346 New
SIC
47
Samalin Investment Counsel
New York
$629K 48,145 +5,461 +13%
ASFA
48
All Season Financial Advisors
Colorado
$614K 46,979 +2,354 +5%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$604K 46,197 – –
WWM
50
Western Wealth Management
Colorado
$600K 45,902 -826 -2%
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