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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

97 hedge funds and large institutions have $139M invested in PIMCO Corporate & Income Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-5
Holders Change %
-4.9%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
36
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFGS
1
Concourse Financial Group Securities
Alabama
$12.4M
2
LPL Financial
2
LPL Financial
California
$24.4M
3
Baird Financial Group
3
Baird Financial Group
Wisconsin
$1.96M
4
Morgan Stanley
4
Morgan Stanley
New York
$19.2M
5
CAN
5
Cetera Advisor Networks
California
$7.68M

Top Sellers

1
Invesco
1
Invesco
Georgia
$0
2
OWD
2
Osborn Williams & Donohoe
Ohio
$0
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$1.19M
4
MAFM
4
Mid Atlantic Financial Management
Pennsylvania
$0
5
M&T Bank
5
M&T Bank
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
THWM
76
Taylor Hoffman Wealth Management
Virginia
$46K – – –
RFA
77
Reilly Financial Advisors
California
$37K -$39.7K -2,200 -52%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$37K -$18.3K -1,000 -33%
MRCM
79
M&R Capital Management
New Jersey
$36K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$32K – – –
AF
81
Advisornet Financial
Minnesota
$28K +$18.4K +1,007 +192%
FIA
82
FNY Investment Advisers
New York
$27K +$7.07K +403 +35%
WT
83
Whittier Trust
California
$25K – – –
LWM
84
Liberty Wealth Management
California
$24K +$24K +1,316 New
VFA
85
Valeo Financial Advisors
Indiana
$23K – – –
DWM
86
Doyle Wealth Management
Florida
$19K +$19K +1,031 New
PCIA
87
Prime Capital Investment Advisors
Kansas
$18K +$18K +1,000 New
FHA
88
First Horizon Advisors
Tennessee
$13K +$13K +700 New
HGWM
89
Harvest Group Wealth Management
Massachusetts
$11K – – –
PFGIA
90
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
EWM
91
Executive Wealth Management
Michigan
$4K – – –
DOA
92
D'Orazio & Associates
Virginia
$3K +$64 +3 +2%
RIA
93
Realta Investment Advisors
Delaware
$3K +$73 +4 +3%
SCA
94
Stonebridge Capital Advisors
Minnesota
$2K +$2K +100 New
MSFP
95
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
Invesco
96
Invesco
Georgia
– -$8.09M -462,503 Closed
OWD
97
Osborn Williams & Donohoe
Ohio
– -$719K -41,140 Closed
MAFM
98
Mid Atlantic Financial Management
Pennsylvania
– -$393K -22,450 Closed
M&T Bank
99
M&T Bank
New York
– -$283K -16,175 Closed
Citadel Advisors
100
Citadel Advisors
Florida
– -$264K -15,067 Closed
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