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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

124 hedge funds and large institutions have $160M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
$2.84M
2
BWA
BDO Wealth Advisors
Florida
$1.78M
3
FFN
Focus Financial Network
Minnesota
$1.19M
4
SPIA
Steward Partners Investment Advisory
New York
$978K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.4M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$798K
2
Morgan Stanley
Morgan Stanley
New York
$19.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.49M
4
BPA
Beacon Pointe Advisors
California
$8.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
76
United Capital Financial Advisors
Texas
$214K +$214K +11,700 New
FFWM
77
Future Financial Wealth Management
Ohio
$210K – – –
SEP
78
Southland Equity Partners
Missouri
$208K +$208K +11,408 New
22CM
79
20/20 Capital Management
California
$202K +$604 +33 +0.3%
SSC
80
Syverson Strege & Co
Iowa
$202K +$1.06K +58 +0.5%
BFS
81
Bard Financial Services
Connecticut
$201K – – –
CAC
82
Certified Advisory Corp
Florida
$201K +$201K +10,985 New
WB
83
Webster Bank
Connecticut
$188K -$45.8K -2,507 -20%
OIA
84
OneDigital Investment Advisors
Kansas
$183K – – –
BWM
85
BT Wealth Management
Georgia
$183K +$183K +10,000 New
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$174K -$1.9K -104 -1%
APA
87
American Portfolios Advisors
New York
$153K – – –
Citigroup
88
Citigroup
New York
$115K -$116K -6,338 -50%
HIA
89
Harbor Investment Advisory
Maryland
$112K – – –
GWM
90
Geneos Wealth Management
Colorado
$98K – – –
JMF
91
Johnson Midwest Financial
Iowa
$97K +$294 +16 +0.3%
NFG
92
Next Financial Group
Texas
$95K -$210K -11,434 -69%
AF
93
Allworth Financial
California
$91K +$73 +4 +0.1%
FWM
94
Focused Wealth Management
New York
$83K – – –
BCWM
95
Bartlett & Co Wealth Management
Ohio
$81.9K – – –
BC
96
Bartlett & Co
Ohio
$81K – – –
CFGS
97
Concourse Financial Group Securities
Alabama
$54K +$9.12K +500 +20%
DTIM
98
Danda Trouve Investment Management
Kansas
$52K +$644 +35 +1%
AA
99
AlphaMark Advisors
Kentucky
$47K +$9.09K +500 +24%
BFEC
100
Benjamin F. Edwards & Company
Missouri
$46K -$3.69K -200 -7%
2 3
4
5 6