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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

115 hedge funds and large institutions have $154M invested in PIMCO Corporate & Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+7
Holders Change %
+6.48%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
48
Reduced
18
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.2M
2
KAS
2
Kestra Advisory Services
Texas
$4.72M
3
BPA
3
Beacon Pointe Advisors
California
$10.5M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.55M
5
LPL Financial
5
LPL Financial
California
$18.1M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$7.41M
2
AAS
2
Avantax Advisory Services
Texas
$0
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$6.88M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$315K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
SRH Advisors
Kansas
$357K – – –
Mariner
52
Mariner
Kansas
$337K – – –
SFS
53
Sowell Financial Services
Arkansas
$321K +$321K +17,969 New
Thrivent Financial for Lutherans
54
Thrivent Financial for Lutherans
Minnesota
$315K -$285K – –
SFC
55
SYM Financial Corp
Indiana
$304K +$49.8K +2,787 +20%
TA
56
TFG Advisers
Michigan
$299K -$116K -6,475 -28%
NFG
57
Next Financial Group
Texas
$297K +$252K +14,109 +564%
BA
58
Bluesphere Advisors
Pennsylvania
$248K +$248K +13,936 New
WAAG
59
Wealth Alliance Advisory Group
Kansas
$238K – – –
CCC
60
Crescent Capital Consulting
Louisiana
$234K +$234K +13,109 New
WT
61
Whittier Trust
California
$233K +$143K +8,037 +159%
WB
62
Webster Bank
Connecticut
$229K -$36.1K -2,020 -14%
Citigroup
63
Citigroup
New York
$226K +$114K +6,361 +101%
SW
64
SteelPeak Wealth
California
$223K -$44.7K -2,500 -17%
TWM
65
Triton Wealth Management
Arizona
$221K – – –
BWA
66
Beam Wealth Advisors
Louisiana
$221K +$19K +1,068 +9%
LCM
67
Lucas Capital Management
New Jersey
$220K +$220K +12,300 New
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$220K +$220K +12,300 New
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$218K – – –
AWM
70
AE Wealth Management
Kansas
$215K +$215K +12,023 New
FFWM
71
Future Financial Wealth Management
Ohio
$205K +$205K +11,500 New
C
72
Certuity
Florida
$201K +$201K +11,278 New
22CM
73
20/20 Capital Management
California
$197K +$680 +38 +0.3%
SSC
74
Syverson Strege & Co
Iowa
$196K +$196K +10,997 New
BFS
75
Bard Financial Services
Connecticut
$196K +$196K +11,005 New
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