PIMCO Corporate & Income Opportunity Fund
131 hedge funds and large institutions have $174M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 48 increasing their positions, 36 reducing their positions, and 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
33% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 36
9% more capital invested
Capital invested by funds: $160M → $174M (+$14M)
5% more funds holding
Funds holding: 125 → 131 (+6)
0.05% more ownership
Funds ownership: 7.92% → 7.96% (+0.05%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.29M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.18M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.38M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
+$970K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$800K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$3.24M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.22M |
| 3 |
BWA
BDO Wealth Advisors
Jacksonville,
Florida
|
-$1.88M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$978K |
| 5 |
PFA
Plotkin Financial Advisors
Chevy Chase,
Maryland
|
-$730K |
PTY Hedge Fund Activity: Q2 2021 in Review
131 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2021, worth a combined $174M — up 8.8% from $160M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PTY positions and 9 closed out — a net gain of 7 holders — while 48 added to existing stakes and 36 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.29M. The largest seller was Creative Planning, cutting an estimated $3.24M.
- 131 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2021, up from 125 in Q1 2021.
- Funds reported $174M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2021, up 8.8% quarter-over-quarter.
- 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2021 and 9 closed out, a net change of +7 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2021 was LPL Financial, an estimated $2.29M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2021 was Creative Planning, an estimated $3.24M sold.
Based on aggregated 13F filings for Q2 2021.