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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

147 hedge funds and large institutions have $164M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
31
Increased
44
Reduced
37
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$8.37M
2
CAN
2
Cetera Advisor Networks
California
$8.2M
3
NA
3
NewEdge Advisors
Louisiana
$720K
4
CAC
4
Certified Advisory Corp
Florida
$2.27M
5
BA
5
Bridge Advisory
California
$607K

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$1.35M
2
TNAM
2
Terra Nova Asset Management
New York
$0
3
FFN
3
Focus Financial Network
Minnesota
$0
4
ACM
4
Ascendant Capital Management
California
$0
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
126
TCI Wealth Advisors
Arizona
$14K – – –
TWM
127
Tradition Wealth Management
Minnesota
$12K – – –
CWS
128
Confluence Wealth Services
Pennsylvania
$12K +$12K +775 New
SWA
129
SOA Wealth Advisors
New York
$11K – – –
PGAM
130
Princeton Global Asset Management
New Jersey
$8K – – –
KCM
131
KRS Capital Management
Michigan
$8K +$8K +500 New
HI
132
Harbour Investments
Wisconsin
$7K -$560K -32,017 -99%
AA
133
Addison Advisors
Vermont
$5K – – –
BWL
134
Bogart Wealth LLC
Virginia
$5K +$101 +6 +2%
OF
135
Outfitter Financial
Maine
$5K +$5K +300 New
HNWAG
136
High Net Worth Advisory Group
Florida
$4K +$4K +219 New
VNA
137
Valley National Advisers
Pennsylvania
$3K – – –
TFA
138
Toth Financial Advisory
Virginia
$2K -$1.93K -108 -49%
SCA
139
Stonebridge Capital Advisors
Minnesota
$2K – – –
WFS
140
Widmann Financial Services
Maryland
$2K +$2K +175 New
LTI
141
Laffer Tengler Investments
Tennessee
$1.01K +$17 +1 +2%
MSFP
142
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
BBHC
143
Brown Brothers Harriman & Co
New York
$41 – – –
TNAM
144
Terra Nova Asset Management
New York
– -$1.74M -95,184 Closed
FFN
145
Focus Financial Network
Minnesota
– -$1.58M -86,007 Closed
ACM
146
Ascendant Capital Management
California
– -$1.34M -73,000 Closed
APW
147
Aurora Private Wealth
New Jersey
– -$1.28M -69,763 Closed
RWA
148
Redhawk Wealth Advisors
Minnesota
– -$367K -20,077 Closed
GI
149
Gradient Investments
Minnesota
– -$268K -14,650 Closed
CA
150
Cetera Advisors
Colorado
– -$202K -11,030 Closed
3 4 5
6
7