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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

141 hedge funds and large institutions have $121M invested in PIMCO Corporate & Income Opportunity Fund in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-6
Holders Change %
-4.08%
% of All Funds
2.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
46
Reduced
37
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GL
1
GHE LLC
Tennessee
$2.49M
2
PCM
2
Penserra Capital Management
California
$7.7M
3
WWM
3
Western Wealth Management
Colorado
$1.46M
4
XF
4
XML Financial
Maryland
$1.16M
5
AWS
5
Atria Wealth Solutions
New York
$665K

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$3.2M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.95M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$5.91M
4
Jane Street
4
Jane Street
New York
$0
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Collaborative Wealth Management
Florida
$200K +$282 +24 +0.1%
KWA
77
Kellett Wealth Advisors
Ohio
$199K -$20.5K -1,700 -9%
LCM
78
Landscape Capital Management
New Jersey
$198K +$198K +16,851 New
TA
79
TFG Advisers
Michigan
$196K -$8.83K -753 -4%
RJT
80
Raymond James Trust
Florida
$193K +$193K +16,415 New
ASN
81
Advisory Services Network
Georgia
$190K -$14.7K -1,250 -7%
IF
82
Integrity Financial
Wyoming
$187K +$14.8K +1,256 +9%
AAS
83
Avantax Advisory Services
Texas
$185K +$40.1K +3,406 +28%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$183K -$53.8K -4,575 -23%
DC
85
Davenport & Co
Virginia
$181K +$181K +15,399 New
UCFA
86
United Capital Financial Advisors
Texas
$158K +$158K +13,484 New
WAAG
87
Wealth Alliance Advisory Group
Kansas
$157K – – –
FFWM
88
Future Financial Wealth Management
Ohio
$150K – – –
TWM
89
Triton Wealth Management
Arizona
$145K – – –
EP
90
Equius Partners
California
$144K +$144K +12,277 New
LNC
91
Lincoln National Corp
Pennsylvania
$142K +$3.33K +284 +2%
SEP
92
Southland Equity Partners
Missouri
$132K – – –
Millennium Management
93
Millennium Management
New York
$131K -$470K -40,070 -78%
BFS
94
Bard Financial Services
Connecticut
$129K – – –
RPCA
95
Running Point Capital Advisors
California
$118K – – –
CG
96
CFO4Life Group
Texas
$118K +$118K +10,000 New
SPIA
97
Steward Partners Investment Advisory
New York
$116K – – –
SWA
98
Sutton Wealth Advisors
Florida
$114K +$60.3K +5,129 +113%
PTC
99
Private Trust Company
Ohio
$108K – – –
BAM
100
Belpointe Asset Management
Nevada
$108K +$10.5K +900 +11%
2 3
4
5 6