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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

130 hedge funds and large institutions have $174M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
48
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$22.9M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.66M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$3.01M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.15M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13M

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$815K
2
CAN
2
Cetera Advisor Networks
California
$5.76M
3
BWA
3
BDO Wealth Advisors
Florida
$1.92M
4
SPIA
4
Steward Partners Investment Advisory
New York
$0
5
PFA
5
Plotkin Financial Advisors
Maryland
$1.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
76
Bank of New York Mellon
New York
$247K 12,489 +12,489 New
VWA
77
V Wealth Advisors
Kansas
$230K 11,647 +11,647 New
FFWM
78
Future Financial Wealth Management
Ohio
$228K 11,500 – –
SEP
79
Southland Equity Partners
Missouri
$226K 11,408 – –
SW
80
SteelPeak Wealth
California
$222K 11,201 -1,283 -10%
APA
81
American Portfolios Advisors
New York
$221K 11,159 +2,776 +33%
22CM
82
20/20 Capital Management
California
$219K 11,084 +48 +0.4%
BFS
83
Bard Financial Services
Connecticut
$218K 11,005 – –
TSS
84
Two Sigma Securities
New York
$204K 10,320 +10,320 New
OIA
85
OneDigital Investment Advisors
Kansas
$200K 10,111 +111 +1%
CA
86
Cetera Advisors
Colorado
$200K 10,095 +10,095 New
BWM
87
BT Wealth Management
Georgia
$198K 10,000 – –
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$183K 9,265 -260 -3%
Citigroup
89
Citigroup
New York
$137K 6,903 +605 +10%
HIA
90
Harbor Investment Advisory
Maryland
$121K 6,109 – –
JMF
91
Johnson Midwest Financial
Iowa
$105K 5,299 +15 +0.3%
BCWM
92
Bartlett & Co Wealth Management
Ohio
$105K 5,250 +800 +18%
GWM
93
Geneos Wealth Management
Colorado
$104K 5,203 – –
BC
94
Bartlett & Co
Ohio
$104K 5,250 +800 +18%
AF
95
Allworth Financial
California
$99K 5,000 -4 -0.1%
OIA
96
Optimum Investment Advisors
Illinois
$99K 5,000 +5,000 New
FWM
97
Focused Wealth Management
New York
$90K 4,524 – –
TWM
98
Tradition Wealth Management
Minnesota
$58K 2,940 +1,130 +62%
DTIM
99
Danda Trouve Investment Management
Kansas
$57K 2,859 +34 +1%
AA
100
AlphaMark Advisors
Kentucky
$53K 2,681 +96 +4%
2 3
4
5 6