PIMCO Corporate & Income Opportunity Fund
194 hedge funds and large institutions have $318M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 78 increasing their positions, 39 reducing their positions, and 15 closing their positions.
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
100% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 39
9% more capital invested
Capital invested by funds: $291M → $318M (+$27.3M)
8% more funds holding
Funds holding: 180 → 194 (+14)
1.72% more ownership
Funds ownership: 18.26% → 19.98% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$5.96M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.18M |
| 3 |
Morgan Stanley
New York
|
+$3.99M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.09M |
| 5 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
SYM Financial Corp
Winona Lake,
Indiana
|
-$3.97M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.34M |
| 3 |
Millennium Management
New York
|
-$943K |
| 4 |
TSS
Two Sigma Securities
New York
|
-$352K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$351K |
PTY Hedge Fund Activity: Q4 2024 in Review
194 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2024, worth a combined $318M — up 9.4% from $291M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PTY positions and 15 closed out — a net gain of 20 holders — while 78 added to existing stakes and 39 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $5.96M. The largest seller was SYM Financial Corp, cutting an estimated $3.97M.
- 194 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2024, up from 180 in Q3 2024.
- Funds reported $318M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2024, up 9.4% quarter-over-quarter.
- 35 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2024 and 15 closed out, a net change of +20 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $5.96M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2024 was SYM Financial Corp, an estimated $3.97M sold.
Based on aggregated 13F filings for Q4 2024.