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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

164 hedge funds and large institutions have $274M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
+7
Holders Change %
+4.46%
% of All Funds
2.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
64
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Axxcess Wealth Management
California
$7.23M
2
Bank of America
Bank of America
North Carolina
$7.15M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.55M
4
Truist Financial
Truist Financial
North Carolina
$3.84M
5
Morgan Stanley
Morgan Stanley
New York
$30.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$8M
2
PI
PFG Investments
New York
$8.89M
3
SBIA
Sheaff Brock Investment Advisors
Indiana
$0
4
Northern Trust
Northern Trust
Illinois
$0
5
AWM
Avior Wealth Management
Nebraska
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWA
101
WCG Wealth Advisors
Nevada
$201K +$201K +14,038 New
WJWM
102
Williams Jones Wealth Management
New York
$201K – – –
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$201K +$177K +12,251 +755%
SA
104
SFI Advisors
New Jersey
$198K – – –
HWM
105
HB Wealth Management
Georgia
$190K – – –
VF
106
Virtu Financial
New York
$188K +$188K +13,109 New
NS
107
NBC Securities
Alabama
$187K – – –
SFC
108
Strategic Financial Concepts
Texas
$179K +$42.3K +5,648 +31%
Jane Street
109
Jane Street
New York
$179K +$179K +12,514 New
TA
110
TPG Advisors
Illinois
$178K +$178K +12,423 New
MWM
111
Modern Wealth Management
Kansas
$176K +$176K +12,282 New
ZIG
112
Zullo Investment Group
Pennsylvania
$175K +$175K +12,239 New
SWM
113
Spire Wealth Management
Virginia
$174K -$163K -11,370 -48%
CA
114
Cornerstone Advisory
Maryland
$172K – – –
TA
115
TFG Advisers
Michigan
$171K -$9.17K -641 -5%
IA
116
IFG Advisory
Georgia
$169K +$169K +11,803 New
IW
117
Instrumental Wealth
Florida
$166K -$598 -42 -0.4%
CG
118
CFO4Life Group
Texas
$162K – – –
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$162K +$162K +11,296 New
CAC
120
Certified Advisory Corp
Florida
$162K +$162K +11,290 New
SEP
121
Southland Equity Partners
Missouri
$161K – – –
TWC
122
TD Waterhouse Canada
Ontario, Canada
$158K -$43K -3,000 -21%
WS
123
Wedbush Securities
California
$156K -$12.9K -900 -8%
PTC
124
Private Trust Company
Ohio
$151K – – –
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$145K +$145K +10,118 New
3 4
5
6 7