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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $259M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 22 closing their positions.

Holders
157
Holders Change
-9
Holders Change %
-5.42%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
60
Reduced
40
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
1
PFG Investments
New York
$10.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.9M
3
LPL Financial
3
LPL Financial
California
$27.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.5M
5
XF
5
XML Financial
Maryland
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
AWM
2
Avior Wealth Management
Nebraska
$929K
3
PCM
3
Penserra Capital Management
California
$10.8M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.59M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$1.82M 122,587 +6,325 +5%
PFA
27
Plotkin Financial Advisors
Maryland
$1.74M 116,776 -822 -0.7%
CFA
28
Cahill Financial Advisors
Minnesota
$1.59M 106,804 -79,232 -43%
M&T Bank
29
M&T Bank
New York
$1.54M 103,480 +7,900 +8%
RJA
30
Raymond James & Associates
Florida
$1.46M 97,914 +11,091 +13%
AC
31
Avestar Capital
New York
$1.43M 95,300 +38,000 +66%
PA
32
Parallel Advisors
California
$1.39M 93,459 – –
CA
33
Cetera Advisors
Colorado
$1.3M 87,103 +58,966 +210%
EWA
34
Exencial Wealth Advisors
Oklahoma
$1.22M 81,904 -3,599 -4%
CAM
35
Covenant Asset Management
New Jersey
$1.21M 81,532 +22,247 +38%
UBS Group
36
UBS Group
Switzerland
$1.14M 76,642 -3,934 -5%
CWM
37
C2C Wealth Management
Arizona
$1.1M 73,925 -2,821 -4%
SIC
38
Samalin Investment Counsel
New York
$1.03M 69,575 +4,241 +6%
CWM
39
Cornerstone Wealth Management
Missouri
$999K 67,186 -1,975 -3%
MML Investors Services
40
MML Investors Services
Massachusetts
$999K 67,169 -47,452 -41%
AWM
41
Avior Wealth Management
Nebraska
$929K 62,500 -202,000 -76%
SBIA
42
Sheaff Brock Investment Advisors
Indiana
$901K 60,611 +29,085 +92%
BPA
43
Beacon Pointe Advisors
California
$853K 57,385 -180 -0.3%
AWS
44
Atria Wealth Solutions
New York
$804K 53,641 +417 +0.8%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$747K 50,210 – –
DI
46
Disciplined Investments
Oklahoma
$744K 50,000 +50,000 New
Truist Financial
47
Truist Financial
North Carolina
$715K 48,061 -385 -0.8%
HCM
48
Hollencrest Capital Management
California
$714K 47,987 +10,000 +26%
NA
49
NewEdge Advisors
Louisiana
$711K 47,803 -12,820 -21%
Northern Trust
50
Northern Trust
Illinois
$666K 44,811 +44,811 New
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