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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 %
SPIA
101
Steward Partners Investment Advisory
New York
$161K 12,285 – –
IA
102
IFP Advisors
Florida
$158K 12,105 +4,605 +61%
CG
103
CFO4Life Group
Texas
$148K 11,305 – –
WS
104
Wedbush Securities
California
$147K 11,259 +11,259 New
SEP
105
Southland Equity Partners
Missouri
$147K 11,221 – –
DC
106
Davenport & Co
Virginia
$144K 10,985 +118 +1%
FFM
107
Forum Financial Management
Illinois
$137K 10,500 +10,500 New
IW
108
Instrumental Wealth
Florida
$136K 11,195 +11,195 New
S
109
SignatureFD
Georgia
$131K 10,000 – –
BAM
110
Belpointe Asset Management
Nevada
$131K 10,000 – –
SWA
111
Sutton Wealth Advisors
Florida
$126K 9,672 – –
BONH
112
Bank of New Hampshire
New Hampshire
$114K 8,760 – –
PTC
113
Private Trust Company
Ohio
$105K 8,009 -1,820 -19%
JMF
114
Johnson Midwest Financial
Iowa
$89.4K 6,843 +16 +0.2%
HIA
115
Harbor Investment Advisory
Maryland
$79.8K 6,109 – –
US Bancorp
116
US Bancorp
Minnesota
$77.1K 5,900 – –
AF
117
Allworth Financial
California
$65.4K 5,000 – –
FWM
118
Focused Wealth Management
New York
$59.1K 4,524 – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$57K 4,334 -4,271 -50%
SS
120
Sunbelt Securities
Texas
$45.2K 3,460 -1,600 -32%
FIA
121
FNY Investment Advisers
New York
$41K 3,200 – –
SC
122
Sawyer & Company
Massachusetts
$36K 2,733 +2,733 New
GWM
123
Geneos Wealth Management
Colorado
$32.8K 2,510 – –
VCM
124
Versant Capital Management
Arizona
$32.7K 2,500 – –
EWA
125
EverSource Wealth Advisors
Alabama
$28.8K 2,200 – –
3 4
5
6 7