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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

124 hedge funds and large institutions have $160M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
$2.84M
2
BWA
BDO Wealth Advisors
Florida
$1.78M
3
FFN
Focus Financial Network
Minnesota
$1.19M
4
SPIA
Steward Partners Investment Advisory
New York
$978K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.4M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$798K
2
Morgan Stanley
Morgan Stanley
New York
$19.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.49M
4
BPA
Beacon Pointe Advisors
California
$8.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$37K – – –
SIM
102
Sonora Investment Management
Arizona
$37K – – –
MRCM
103
M&R Capital Management
New Jersey
$36K – – –
RFA
104
Reilly Financial Advisors
California
$33K – – –
TWM
105
Tradition Wealth Management
Minnesota
$33K +$21.9K +1,200 +197%
DOA
106
D'Orazio & Associates
Virginia
$31K +$10.6K +578 +52%
NFSG
107
Newbridge Financial Services Group
Florida
$23K -$12.2K -663 -35%
HI
108
Hoey Investments
Pennsylvania
$22K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$18K – – –
TH
110
TCTC Holdings
Texas
$18K – – –
TWA
111
TCI Wealth Advisors
Arizona
$15K +$15K +820 New
AWM
112
AllSquare Wealth Management
New York
$13K – – –
SWA
113
SOA Wealth Advisors
New York
$12K – – –
CHA
114
Carmichael Hill & Associates
Maryland
$11K – – –
M
115
MOTCO
Texas
$9K -$9K -500 -50%
PGAM
116
Princeton Global Asset Management
New Jersey
$9K – – –
JPLA
117
Joseph P. Lucia & Associates
New York
$6K – – –
PAM
118
Panagora Asset Management
Massachusetts
$6K +$646 +34 +12%
BWL
119
Bogart Wealth LLC
Virginia
$5K +$5K +281 New
AIC
120
Ameritas Investment Company
Nebraska
$4.57K +$4.57K +250 New
SCA
121
Stonebridge Capital Advisors
Minnesota
$2K +$2K +100 New
MSFP
122
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
CFG
123
Cooper Financial Group
California
– -$443K -24,796 Closed
SBIA
124
Sheaff Brock Investment Advisors
Indiana
– -$218K -12,195 Closed
IA
125
Inspire Advisors
Idaho
– -$19K -1,090 Closed
2 3 4
5
6