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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $217M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
49
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.55M
2
CA
2
Cresta Advisors
Texas
$831K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$836K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAC
76
Certified Advisory Corp
Florida
$284K 21,692 -6,067 -22%
SWM
77
Spire Wealth Management
Virginia
$272K 20,805 +60 +0.3%
WJWM
78
Williams Jones Wealth Management
New York
$264K 20,165 +20,165 New
GWM
79
GSB Wealth Management
Connecticut
$256K 19,555 -2,416 -11%
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$251K 19,236 +19,236 New
GCP
81
Gill Capital Partners
Colorado
$244K 18,686 – –
AWM
82
AE Wealth Management
Kansas
$243K 18,601 -4,380 -19%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$243K 18,610 – –
WAAG
84
Wealth Alliance Advisory Group
Kansas
$233K 17,847 – –
BWA
85
Beam Wealth Advisors
Louisiana
$220K 16,804 -505 -3%
CWM
86
Collaborative Wealth Management
Florida
$216K 16,519 -2,000 -11%
OC
87
Oarsman Capital
Wisconsin
$205K 15,717 -1,100 -7%
SA
88
SFI Advisors
New Jersey
$204K 15,618 – –
IWN
89
Independent Wealth Network
Iowa
$196K 15,008 +3,861 +35%
LNC
90
Lincoln National Corp
Pennsylvania
$196K 14,995 -2,305 -13%
ASN
91
Advisory Services Network
Georgia
$190K 14,550 – –
SFC
92
Strategic Financial Concepts
Texas
$186K 14,267 – –
RG
93
Rathbones Group
United Kingdom
$183K 14,000 +14,000 New
CF
94
Copperwynd Financial
Arizona
$181K 13,859 +13,859 New
AI
95
AXS Investments
New York
$176K 13,495 +13,495 New
TWC
96
TD Waterhouse Canada
Ontario, Canada
$176K 14,000 – –
HWM
97
HB Wealth Management
Georgia
$174K 13,290 -18,181 -58%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$171K 13,092 +75 +0.6%
NS
99
NBC Securities
Alabama
$171K 13,107 +13,107 New
TA
100
TFG Advisers
Michigan
$165K 12,648 +24 +0.2%
2 3
4
5 6