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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

177 hedge funds and large institutions have $288M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.6M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
OCM
5
Orleans Capital Management
Louisiana
$1.44M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
GSEP
2
Golden State Equity Partners
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.3M
4
AC
4
Avestar Capital
New York
$331K
5
AWM
5
Axxcess Wealth Management
California
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
26
Principal Securities
Iowa
$2.16M +$253K +17,604 +13%
Stifel Financial
27
Stifel Financial
Missouri
$1.9M -$95.9K -6,661 -5%
M&T Bank
28
M&T Bank
New York
$1.82M +$233K +16,180 +15%
PFA
29
Plotkin Financial Advisors
Maryland
$1.71M +$56.7K +3,941 +3%
RJA
30
Raymond James & Associates
Florida
$1.57M +$83.8K +5,823 +6%
CAM
31
Covenant Asset Management
New Jersey
$1.45M +$180K +12,519 +14%
PA
32
Parallel Advisors
California
$1.45M -$14 -1 -0%
OCM
33
Orleans Capital Management
Louisiana
$1.44M +$1.44M +100,370 New
NA
34
NewEdge Advisors
Louisiana
$1.4M +$549K +38,132 +65%
CFA
35
Cahill Financial Advisors
Minnesota
$1.26M -$61.8K -4,294 -5%
Financial Engines Advisors
36
Financial Engines Advisors
California
$1.21M +$1.21M +83,438 New
EH
37
Equitable Holdings
New York
$1.19M +$649K +45,104 +121%
SIC
38
Samalin Investment Counsel
New York
$1.13M +$104K +7,227 +10%
PWM
39
Prosperity Wealth Management
California
$1.08M +$484K +33,627 +81%
UBS Group
40
UBS Group
Switzerland
$1.05M -$36K -2,505 -3%
OIA
41
OneDigital Investment Advisors
Kansas
$1.01M +$11.5K +800 +1%
CWM
42
C2C Wealth Management
Arizona
$1M -$70.1K -4,825 -7%
CWM
43
Cornerstone Wealth Management
Missouri
$955K -$17.5K -1,213 -2%
Millennium Management
44
Millennium Management
New York
$943K +$943K +65,542 New
EWA
45
Exencial Wealth Advisors
Oklahoma
$935K -$14.5K -1,007 -2%
SA
46
Sanctuary Advisors
Indiana
$795K +$38.4K +2,621 +5%
Mariner
47
Mariner
Kansas
$756K +$9.79K +680 +1%
MWM
48
Mindset Wealth Management
Indiana
$745K +$745K +51,785 New
CA
49
Cresta Advisors
Texas
$744K – – –
Neuberger Berman Group
50
Neuberger Berman Group
New York
$723K – – –
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