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PIMCO Corporate & Income Opportunity Fund

149 hedge funds and large institutions have $227M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 6 closing their positions.

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
54
Reduced
35
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$290K 20,745 -7,815 -27%
GCP
77
Gill Capital Partners
Colorado
$262K 18,686
CIBC World Market
78
CIBC World Market
Ontario, Canada
$261K 18,610 +870 +5%
OIA
79
Optimum Investment Advisors
Illinois
$260K 18,600
CWM
80
Collaborative Wealth Management
Florida
$259K 18,519 -27 -0.1%
WAAG
81
Wealth Alliance Advisory Group
Kansas
$250K 17,847
BWA
82
Beam Wealth Advisors
Louisiana
$242K 17,309 -692 -4%
LNC
83
Lincoln National Corp
Pennsylvania
$242K 17,300 +380 +2%
OC
84
Oarsman Capital
Wisconsin
$235K 16,817 -600 -3%
AAS
85
Avantax Advisory Services
Texas
$235K 16,817 +523 +3%
Creative Planning
86
Creative Planning
Kansas
$234K 16,732 -3,956 -19%
Truist Financial
87
Truist Financial
North Carolina
$231K 16,483 -1,268 -7%
SA
88
SFI Advisors
New Jersey
$219K 15,618
ASN
89
Advisory Services Network
Georgia
$204K 14,550 -221 -1%
SFC
90
Strategic Financial Concepts
Texas
$200K 14,267
TWC
91
TD Waterhouse Canada
Ontario, Canada
$198K 14,000 -2,000 -13%
WAP
92
Wealthcare Advisory Partners
Pennsylvania
$182K 13,017 +13,017 New
VAS
93
Vestmark Advisory Solutions
Massachusetts
$177K 12,625 +12,625 New
TA
94
TFG Advisers
Michigan
$177K 12,624 -254 -2%
SPIA
95
Steward Partners Investment Advisory
New York
$172K 12,285 +2,400 +24%
FFWM
96
Future Financial Wealth Management
Ohio
$168K 12,000
CG
97
CFO4Life Group
Texas
$158K 11,305
SEP
98
Southland Equity Partners
Missouri
$157K 11,221
IWN
99
Independent Wealth Network
Iowa
$156K 11,147 +11,147 New
RIA
100
Realta Investment Advisors
Delaware
$155K 11,100 -101 -0.9%