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PIMCO Corporate & Income Opportunity Fund

147 hedge funds and large institutions have $132M invested in PIMCO Corporate & Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+6
Holders Change %
+4.26%
% of All Funds
2.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
46
Reduced
36
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HI
126
Hoey Investments
Pennsylvania
$15K
AF
127
Advisornet Financial
Minnesota
$14K +$10.2K +800 +267%
SIS
128
Sound Income Strategies
Florida
$13K +$13K +1,000 New
CA
129
Crewe Advisors
Utah
$11K
TF
130
Tompkins Financial
New York
$11K +$5.44K +420 +98%
PMFA
131
Plante Moran Financial Advisors
Michigan
$11K +$11K +840 New
TWM
132
Tradition Wealth Management
Minnesota
$9K
SWA
133
SOA Wealth Advisors
New York
$8K
FMP
134
Financial Management Professionals
Texas
$7K
PGAM
135
Princeton Global Asset Management
New Jersey
$6K
BWL
136
Bogart Wealth LLC
Virginia
$4K +$103 +8 +3%
BCMLT
137
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K
TCWM
138
Total Clarity Wealth Management
Illinois
$3K +$3K +268 New
UB
139
UMB Bank
Missouri
$2K
MCC
140
Money Concepts Capital
Florida
$1K -$247K -18,541 -100%
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$1K
SCA
142
Stonebridge Capital Advisors
Minnesota
$1K
TFA
143
Toth Financial Advisory
Virginia
$1K
IAIM
144
International Assets Investment Management
Florida
$808 +$72 +5,701 +10%
LTI
145
Laffer Tengler Investments
Tennessee
$795 +$13 +1 +2%
Invesco
146
Invesco
Georgia
-$11.5M -746,428 Closed
AWS
147
Atria Wealth Solutions
New York
-$855K -55,282 Closed
HWA
148
HCR Wealth Advisors
California
-$557K -36,284 Closed
CCA
149
Checchi Capital Advisers
California
-$518K -33,764 Closed
SFS
150
Sowell Financial Services
Arkansas
-$239K -17,134 Closed