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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 %
VF
101
Virtu Financial
New York
$182K 13,746 -37,600 -73%
SFC
102
Strategic Financial Concepts
Texas
$178K 13,467 -800 -6%
OC
103
Oarsman Capital
Wisconsin
$176K 13,317 -2,400 -15%
HWM
104
HB Wealth Management
Georgia
$176K 13,290 – –
WAP
105
Wealthcare Advisory Partners
Pennsylvania
$174K 13,120 +28 +0.2%
NS
106
NBC Securities
Alabama
$173K 13,107 – –
LNC
107
Lincoln National Corp
Pennsylvania
$169K 12,792 -2,203 -15%
TA
108
TFG Advisers
Michigan
$169K 12,756 +108 +0.9%
ASN
109
Advisory Services Network
Georgia
$165K 12,462 -2,088 -14%
IW
110
Instrumental Wealth
Florida
$165K 11,994 +799 +7%
PCIA
111
Prime Capital Investment Advisors
Kansas
$154K 11,626 +11,626 New
CG
112
CFO4Life Group
Texas
$150K 11,305 – –
WS
113
Wedbush Securities
California
$149K 11,259 – –
SEP
114
Southland Equity Partners
Missouri
$149K 11,221 – –
LCM
115
Landscape Capital Management
New Jersey
$144K 10,904 +10,904 New
SPIA
116
Steward Partners Investment Advisory
New York
$143K 10,785 -1,500 -12%
RIA
117
Realta Investment Advisors
Delaware
$135K 10,208 +10,208 New
BAM
118
Belpointe Asset Management
Nevada
$132K 10,000 – –
MSG
119
Main Street Group
Virginia
$124K 9,387 +9,387 New
US Bancorp
120
US Bancorp
Minnesota
$114K 8,592 +2,692 +46%
PTC
121
Private Trust Company
Ohio
$106K 8,009 – –
AA
122
AlphaMark Advisors
Kentucky
$105K 7,904 +7,904 New
HIA
123
Harbor Investment Advisory
Maryland
$80.9K 6,109 – –
BONH
124
Bank of New Hampshire
New Hampshire
$77.6K 5,860 -2,900 -33%
AF
125
Allworth Financial
California
$66.2K 5,000 – –
3 4
5
6 7