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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $217M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
49
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.55M
2
CA
2
Cresta Advisors
Texas
$831K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$836K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VCP
51
Verus Capital Partners
Arizona
$585K 44,791 +205 +0.5%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$549K 42,029 +33 +0.1%
Mariner
53
Mariner
Kansas
$533K 40,809 +40,809 New
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$526K 40,226 +1,819 +5%
SWP
55
Semus Wealth Partners
Florida
$511K 39,120 +145 +0.4%
SPC
56
Sigma Planning Corp
Michigan
$502K 38,386 +1,238 +3%
HCM
57
Hollencrest Capital Management
California
$500K 38,289 -7,000 -15%
GC
58
Guggenheim Capital
Illinois
$495K 37,836 -371 -1%
RJT
59
Raymond James Trust
Florida
$491K 37,547 – –
HighTower Advisors
60
HighTower Advisors
Illinois
$452K 34,639 +4,164 +14%
NL
61
NWAM LLC
Washington
$441K 33,778 -8,594 -20%
CAM
62
Covenant Asset Management
New Jersey
$422K 32,262 -500 -2%
CA
63
Cornerstone Advisory
Maryland
$383K 29,282 -957 -3%
DADC
64
D.A. Davidson & Co
Montana
$382K 29,250 +4,050 +16%
AFP
65
Ausdal Financial Partners
Iowa
$360K 27,506 -3,306 -11%
AC
66
Avestar Capital
New York
$358K 27,180 – –
SWP
67
Stratos Wealth Partners
Ohio
$355K 27,175 +2,125 +8%
IF
68
Integrity Financial
Wyoming
$340K 26,019 +1,394 +6%
SBIA
69
Sheaff Brock Investment Advisors
Indiana
$334K 25,526 – –
TA
70
TFB Advisors
Kansas
$333K 25,463 +15,000 +143%
GL
71
GHE LLC
Tennessee
$331K 25,350 – –
Wells Fargo
72
Wells Fargo
California
$309K 23,617 -16,753 -41%
OIA
73
Optimum Investment Advisors
Illinois
$295K 22,600 +4,000 +22%
Comerica Bank
74
Comerica Bank
Texas
$286K 21,901 +21,901 New
CF
75
Centaurus Financial
California
$284K 21,708 +198 +0.9%
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