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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

164 hedge funds and large institutions have $274M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+7
Holders Change %
+4.46%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
64
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$7.23M
2
Bank of America
2
Bank of America
North Carolina
$7.15M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.55M
4
Truist Financial
4
Truist Financial
North Carolina
$3.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$30.5M

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8M
2
PI
2
PFG Investments
New York
$8.89M
3
SBIA
3
Sheaff Brock Investment Advisors
Indiana
$0
4
Northern Trust
4
Northern Trust
Illinois
$0
5
AWM
5
Avior Wealth Management
Nebraska
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
26
Golden State Equity Partners
California
$2.59M +$2.59M +181,316 New
Stifel Financial
27
Stifel Financial
Missouri
$1.99M +$85.1K +5,944 +4%
PS
28
Principal Securities
Iowa
$1.9M +$142K +9,945 +8%
PFA
29
Plotkin Financial Advisors
Maryland
$1.64M -$29K -2,024 -2%
AC
30
Avestar Capital
New York
$1.59M +$225K +15,700 +16%
M&T Bank
31
M&T Bank
New York
$1.58M +$95.2K +6,650 +6%
RJA
32
Raymond James & Associates
Florida
$1.48M +$80K +5,589 +6%
PA
33
Parallel Advisors
California
$1.44M +$100K +6,986 +7%
CFA
34
Cahill Financial Advisors
Minnesota
$1.31M -$215K -15,046 -14%
CAM
35
Covenant Asset Management
New Jersey
$1.26M +$95.7K +6,685 +8%
UBS Group
36
UBS Group
Switzerland
$1.08M -$12.2K -856 -1%
CWM
37
C2C Wealth Management
Arizona
$1.06M – – –
SIC
38
Samalin Investment Counsel
New York
$1.02M +$20.6K +1,441 +2%
OIA
39
OneDigital Investment Advisors
Kansas
$995K +$725K +50,665 +269%
CWM
40
Cornerstone Wealth Management
Missouri
$967K +$5.95K +416 +0.6%
EWA
41
Exencial Wealth Advisors
Oklahoma
$944K -$228K -15,925 -19%
NA
42
NewEdge Advisors
Louisiana
$845K +$161K +11,280 +24%
BPA
43
Beacon Pointe Advisors
California
$763K -$57.7K -4,034 -7%
Mariner
44
Mariner
Kansas
$742K +$464K +32,403 +166%
CA
45
Cresta Advisors
Texas
$740K +$572K +40,000 +342%
SA
46
Sanctuary Advisors
Indiana
$729K +$729K +51,622 New
Neuberger Berman Group
47
Neuberger Berman Group
New York
$719K – – –
AWS
48
Atria Wealth Solutions
New York
$710K -$63.9K -4,431 -8%
HCM
49
Hollencrest Capital Management
California
$690K +$2.86K +200 +0.4%
IWN
50
Independent Wealth Network
Iowa
$668K +$116K +8,099 +21%
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