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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

166 hedge funds and large institutions have $238M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
51
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.4M
2
AWM
2
Avior Wealth Management
Nebraska
$3.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.22M
4
XF
4
XML Financial
Maryland
$14.6M
5
FFN
5
Focus Financial Network
Minnesota
$1.86M

Top Sellers

1
PI
1
PFG Investments
New York
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
26
Focus Financial Network
Minnesota
$1.86M 138,911 +138,911 New
Stifel Financial
27
Stifel Financial
Missouri
$1.78M 134,716 -2,770 -2%
Wells Fargo
28
Wells Fargo
California
$1.7M 128,355 +104,738 +443%
PFA
29
Plotkin Financial Advisors
Maryland
$1.56M 117,598 -603 -0.5%
PS
30
Principal Securities
Iowa
$1.54M 116,262 +116,262 New
MML Investors Services
31
MML Investors Services
Massachusetts
$1.52M 114,621 -11,803 -9%
M&T Bank
32
M&T Bank
New York
$1.27M 95,580 +7,565 +9%
PA
33
Parallel Advisors
California
$1.24M 93,459 +19,007 +26%
RJA
34
Raymond James & Associates
Florida
$1.15M 86,823 +9,506 +12%
EWA
35
Exencial Wealth Advisors
Oklahoma
$1.13M 85,503 +2,073 +2%
UBS Group
36
UBS Group
Switzerland
$1.07M 80,576 -2,939 -4%
CWM
37
C2C Wealth Management
Arizona
$1.01M 76,746 +21 +0%
CWM
38
Cornerstone Wealth Management
Missouri
$916K 69,161 +16,935 +32%
SIC
39
Samalin Investment Counsel
New York
$865K 65,334 +17,189 +36%
CA
40
Cornerstone Advisory
Maryland
$854K 64,501 +35,219 +120%
NA
41
NewEdge Advisors
Louisiana
$813K 60,623 +905 +2%
CAM
42
Covenant Asset Management
New Jersey
$785K 59,285 +27,023 +84%
AC
43
Avestar Capital
New York
$764K 57,300 +30,120 +111%
BPA
44
Beacon Pointe Advisors
California
$762K 57,565 -9,522 -14%
AWS
45
Atria Wealth Solutions
New York
$711K 53,224 -189 -0.4%
CA
46
Cresta Advisors
Texas
$685K 51,705 -11,866 -19%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$665K 50,210 -1,500 -3%
Truist Financial
48
Truist Financial
North Carolina
$641K 48,446 -38,747 -44%
TA
49
TFB Advisors
Kansas
$593K 44,792 +19,329 +76%
NL
50
NWAM LLC
Washington
$557K 42,093 +8,315 +25%
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