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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 %
BRWA
51
B. Riley Wealth Advisors
Florida
$704K +$474K +32,798 +205%
HCM
52
Hollencrest Capital Management
California
$696K +$2.16K +150 +0.3%
OC
53
Oppenheimer & Co
New York
$688K +$688K +47,818 New
AWS
54
Atria Wealth Solutions
New York
$680K -$33.4K -2,304 -5%
TCM
55
Triumph Capital Management
Colorado
$671K +$671K +46,281 New
SPC
56
Sigma Planning Corp
Michigan
$666K +$50.5K +3,510 +8%
BPA
57
Beacon Pointe Advisors
California
$649K -$119K -8,279 -16%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$646K +$67.6K +4,701 +12%
MWP
59
Madison Wealth Partners
Wisconsin
$609K +$14.3K +991 +2%
HighTower Advisors
60
HighTower Advisors
Illinois
$605K +$46.8K +3,254 +8%
MML Investors Services
61
MML Investors Services
Massachusetts
$598K -$63.5K -4,412 -10%
NL
62
NWAM LLC
Washington
$554K +$7.97K +554 +1%
AWM
63
Avior Wealth Management
Nebraska
$544K -$5.94K -413 -1%
WWM
64
Western Wealth Management
Colorado
$516K -$4.56K -317 -0.9%
RJT
65
Raymond James Trust
Florida
$513K – – –
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$495K +$7.64K +531 +2%
ASFA
67
All Season Financial Advisors
Colorado
$490K +$4.43K +308 +0.9%
CL
68
Choreo LLC
Illinois
$484K +$1.72K +119 +0.4%
AFP
69
Ausdal Financial Partners
Iowa
$453K -$5.5K -382 -1%
IF
70
Integrity Financial
Wyoming
$450K +$20.1K +1,395 +5%
SPIA
71
Steward Partners Investment Advisory
New York
$434K +$148K +10,276 +52%
CWM
72
Collaborative Wealth Management
Florida
$431K -$2.2K -153 -0.5%
BAM
73
Belpointe Asset Management
Nevada
$389K +$245K +17,017 +170%
SS
74
Sunbelt Securities
Texas
$369K -$93.2K -6,476 -20%
CF
75
Copperwynd Financial
Arizona
$369K +$5.5K +382 +2%
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3
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