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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

147 hedge funds and large institutions have $164M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 17 closing their positions.

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
44
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.37M
2
CAN
2
Cetera Advisor Networks
California
$8.2M
3
NA
3
NewEdge Advisors
Louisiana
$720K
4
CAC
4
Certified Advisory Corp
Florida
$2.27M
5
BA
5
Bridge Advisory
California
$607K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.35M
2
TNAM
2
Terra Nova Asset Management
New York
$0
3
FFN
3
Focus Financial Network
Minnesota
$0
4
ACM
4
Ascendant Capital Management
California
$0
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$263K 15,886 – –
ASN
77
Advisory Services Network
Georgia
$237K 14,340 -3,939 -22%
SA
78
SFI Advisors
New Jersey
$233K 13,868 +13,868 New
WAAG
79
Wealth Alliance Advisory Group
Kansas
$221K 13,347 – –
CCC
80
Crescent Capital Consulting
Louisiana
$221K 13,397 +259 +2%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$219K 13,202 -54,584 -81%
UCFA
82
United Capital Financial Advisors
Texas
$210K 12,688 -6,456 -34%
WB
83
Webster Bank
Connecticut
$206K 12,495 – –
FFWM
84
Future Financial Wealth Management
Ohio
$201K 12,000 +500 +4%
Nomura Holdings
85
Nomura Holdings
Japan
$198K 12,000 +12,000 New
CFG
86
Cooper Financial Group
California
$196K 11,878 +11,878 New
FFA
87
First Foundation Advisors
California
$192K 11,628 – –
AAS
88
Avantax Advisory Services
Texas
$191K 11,535 +898 +8%
SEP
89
Southland Equity Partners
Missouri
$189K 11,408 – –
TWM
90
Triton Wealth Management
Arizona
$183K 11,356 -281 -2%
BRWA
91
B. Riley Wealth Advisors
Florida
$183K 11,019 +11,019 New
SW
92
SteelPeak Wealth
California
$182K 11,001 -200 -2%
BFS
93
Bard Financial Services
Connecticut
$182K 11,005 – –
US Bancorp
94
US Bancorp
Minnesota
$169K 10,194 -300 -3%
BL
95
Balentine LLC
Georgia
$165K 10,000 +10,000 New
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$159K 9,623 +520 +6%
GWM
97
Geneos Wealth Management
Colorado
$146K 8,838 -628 -7%
BAM
98
Belpointe Asset Management
Nevada
$140K 8,485 +8,485 New
SPIA
99
Steward Partners Investment Advisory
New York
$135K 8,182 +8,182 New
OIA
100
Optimum Investment Advisors
Illinois
$132K 8,000 +3,000 +60%
2 3
4
5 6