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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

177 hedge funds and large institutions have $288M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.6M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
OCM
5
Orleans Capital Management
Louisiana
$1.44M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
GSEP
2
Golden State Equity Partners
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.3M
4
AC
4
Avestar Capital
New York
$331K
5
AWM
5
Axxcess Wealth Management
California
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBB
101
Fulton Breakefield Broenniman
Maryland
$241K – – –
BWA
102
Beam Wealth Advisors
Louisiana
$239K -$10K -698 -4%
IA
103
IFP Advisors
Florida
$237K +$2.66K +185 +1%
WS
104
Wedbush Securities
California
$237K +$80.6K +5,603 +52%
AAS
105
Avantax Advisory Services
Texas
$230K -$7.53K -523 -3%
CIA
106
Concurrent Investment Advisors
Florida
$223K +$223K +15,481 New
DI
107
Disciplined Investments
Oklahoma
$216K -$216K -15,000 -50%
HI
108
Harbour Investments
Wisconsin
$204K – – –
SA
109
SFI Advisors
New Jersey
$200K – – –
AIA
110
Accelerate Investment Advisors
California
$197K +$197K +13,717 New
HWM
111
HB Wealth Management
Georgia
$191K – – –
WJWM
112
Williams Jones Wealth Management
New York
$182K -$19.8K -1,374 -10%
CAL
113
Capital Analysts LLC
Pennsylvania
$181K +$181K +12,556 New
MWM
114
Modern Wealth Management
Kansas
$177K +$360 +25 +0.2%
NS
115
NBC Securities
Alabama
$174K -$14.1K -980 -7%
TA
116
TFG Advisers
Michigan
$174K +$1.55K +108 +0.9%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$172K +$172K +11,970 New
IW
118
Instrumental Wealth
Florida
$169K – – –
IA
119
IFG Advisory
Georgia
$167K -$2.52K -175 -1%
HKAM
120
Horizon Kinetics Asset Management
New York
$164K +$164K +11,400 New
CAC
121
Certified Advisory Corp
Florida
$164K +$1.05K +73 +0.6%
CG
122
CFO4Life Group
Texas
$163K – – –
XT
123
XTX Topco
Cayman Islands
$162K -$62.9K -4,368 -28%
Wealth Enhancement Advisory Services
124
Wealth Enhancement Advisory Services
Minnesota
$160K -$2.12K -147 -1%
IFWM
125
Institute for Wealth Management
Colorado
$159K +$159K +11,075 New
3 4
5
6 7