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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

166 hedge funds and large institutions have $238M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
51
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.4M
2
AWM
2
Avior Wealth Management
Nebraska
$3.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.22M
4
XF
4
XML Financial
Maryland
$14.6M
5
FFN
5
Focus Financial Network
Minnesota
$1.86M

Top Sellers

1
PI
1
PFG Investments
New York
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
76
GSB Wealth Management
Connecticut
$267K 20,148 +593 +3%
EC
77
Elequin Capital
New York
$254K 19,175 +19,175 New
CIBC World Market
78
CIBC World Market
Ontario, Canada
$251K 18,989 +379 +2%
AWM
79
AE Wealth Management
Kansas
$250K 18,144 -457 -2%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$249K 18,800 -45,182 -71%
Creative Planning
81
Creative Planning
Kansas
$248K 18,720 +18,410 +5,939%
GCP
82
Gill Capital Partners
Colorado
$247K 18,686 – –
WAAG
83
Wealth Alliance Advisory Group
Kansas
$236K 17,847 – –
PWM
84
Prosperity Wealth Management
California
$233K 17,608 +17,608 New
AAS
85
Avantax Advisory Services
Texas
$233K 17,576 -61,209 -78%
Mariner
86
Mariner
Kansas
$226K 17,100 -23,709 -58%
SWM
87
Spire Wealth Management
Virginia
$226K 16,627 -4,178 -20%
Millennium Management
88
Millennium Management
New York
$225K 16,964 +16,964 New
JFG
89
Jefferies Financial Group
New York
$221K 16,710 +16,710 New
BWA
90
Beam Wealth Advisors
Louisiana
$218K 16,435 -369 -2%
SS
91
Sunbelt Securities
Texas
$212K 15,979 +12,519 +362%
SA
92
SFI Advisors
New Jersey
$207K 15,618 – –
CWM
93
Collaborative Wealth Management
Florida
$202K 15,254 -1,265 -8%
CF
94
Copperwynd Financial
Arizona
$202K 15,250 +1,391 +10%
IA
95
IFP Advisors
Florida
$192K 14,537 +2,432 +20%
SPC
96
Sigma Planning Corp
Michigan
$191K 14,429 -23,957 -62%
TWC
97
TD Waterhouse Canada
Ontario, Canada
$189K 14,000 – –
HI
98
Harbour Investments
Wisconsin
$188K 14,200 +14,173 +52,493%
WJWM
99
Williams Jones Wealth Management
New York
$186K 14,030 -6,135 -30%
RG
100
Rathbones Group
United Kingdom
$185K 14,000 – –
2 3
4
5 6