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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

192 hedge funds and large institutions have $316M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
77
Reduced
37
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$22.6M
2
IAA
2
Independent Advisor Alliance
North Carolina
$4.29M
3
Morgan Stanley
3
Morgan Stanley
New York
$36.5M
4
LPL Financial
4
LPL Financial
California
$32.1M
5
GSEP
5
Golden State Equity Partners
California
$2.5M

Top Sellers

1
SFC
1
SYM Financial Corp
Indiana
$274K
2
Wells Fargo
2
Wells Fargo
California
$1.9M
3
Millennium Management
3
Millennium Management
New York
$0
4
TSS
4
Two Sigma Securities
New York
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.29M +$392K +27,311 +21%
PS
27
Principal Securities
Iowa
$2.25M +$93.5K +6,505 +4%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M – – –
Wells Fargo
29
Wells Fargo
California
$1.9M -$2.31M -161,056 -55%
M&T Bank
30
M&T Bank
New York
$1.85M +$30.3K +2,109 +2%
PFA
31
Plotkin Financial Advisors
Maryland
$1.71M +$7.16K +498 +0.4%
OCM
32
Orleans Capital Management
Louisiana
$1.52M +$28.7K +1,935 +2%
PA
33
Parallel Advisors
California
$1.47M +$30.5K +2,125 +2%
CAM
34
Covenant Asset Management
New Jersey
$1.47M +$23.5K +1,632 +2%
EH
35
Equitable Holdings
New York
$1.42M +$236K +16,433 +20%
NA
36
NewEdge Advisors
Louisiana
$1.24M -$157K -10,908 -11%
EFG
37
Elm3 Financial Group
Georgia
$1.24M +$1.24M +86,253 New
Financial Engines Advisors
38
Financial Engines Advisors
California
$1.2M +$3.51K +244 +0.3%
SIC
39
Samalin Investment Counsel
New York
$1.17M +$41.6K +2,897 +4%
CFA
40
Cahill Financial Advisors
Minnesota
$1.15M -$106K -7,399 -8%
PWM
41
Prosperity Wealth Management
California
$1.03M -$46.9K -3,261 -4%
SA
42
Sanctuary Advisors
Indiana
$1.03M +$231K +15,724 +29%
CWM
43
C2C Wealth Management
Arizona
$1.01M +$14.4K +1,000 +1%
UBS Group
44
UBS Group
Switzerland
$993K -$60.2K -4,190 -6%
OC
45
Oppenheimer & Co
New York
$976K +$289K +20,133 +42%
OIA
46
OneDigital Investment Advisors
Kansas
$956K -$54.6K -3,800 -5%
CWM
47
Cornerstone Wealth Management
Missouri
$952K -$1.57K -109 -0.2%
EWA
48
Exencial Wealth Advisors
Oklahoma
$934K – – –
SA
49
Sovran Advisors
California
$858K +$858K +59,862 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$835K +$835K +58,140 New
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