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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $217M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
49
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.55M
2
CA
2
Cresta Advisors
Texas
$831K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$836K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
126
Webster Bank
Connecticut
$28.8K – – –
BCWM
127
Bartlett & Co Wealth Management
Ohio
$26.4K – – –
AF
128
Advisornet Financial
Minnesota
$26.1K – – –
NCM
129
Northwest Capital Management
Oregon
$26.1K – – –
MRCM
130
M&R Capital Management
New Jersey
$26.1K – – –
BC
131
Bartlett & Co
Ohio
$26K – – –
PGAM
132
Princeton Global Asset Management
New Jersey
$19.8K +$235 +18 +1%
SC
133
SouthState Corp
Florida
$18.2K – – –
AWM
134
AllSquare Wealth Management
New York
$15.7K – – –
FFA
135
Farther Finance Advisors
California
$13.7K +$13.7K +1,048 New
CA
136
Crewe Advisors
Utah
$11.1K – – –
TF
137
Tompkins Financial
New York
$11.1K – – –
RCM
138
Raleigh Capital Management
North Carolina
$11K – – –
MFT
139
Moisand Fitzgerald Tamayo
Florida
$9.74K – – –
SWA
140
SOA Wealth Advisors
New York
$9.15K – – –
Bessemer Group
141
Bessemer Group
New Jersey
$9K -$90K -7,000 -91%
TWM
142
Tradition Wealth Management
Minnesota
$7K – – –
BAAM
143
Baker Avenue Asset Management
California
$6.54K – – –
UB
144
UMB Bank
Missouri
$6.54K +$6.54K +500 New
Creative Planning
145
Creative Planning
Kansas
$4.05K -$215K -16,422 -98%
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$3.03K +$3.03K +232 New
BCMLT
147
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.59K – – –
CAS
148
Coppell Advisory Solutions
Texas
$2.02K – – –
CMP
149
Coston McIsaac & Partners
Maine
$2K +$503 +39 +34%
FMP
150
Financial Management Professionals
Texas
$2K +$2K +142 New
3 4 5
6
7