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PIMCO Corporate & Income Opportunity Fund

166 hedge funds and large institutions have $238M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
51
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$47K 3,540 -794 -18%
FIA
127
FNY Investment Advisers
New York
$42K 3,200
IGWM
128
ICA Group Wealth Management
Colorado
$37.7K 2,847 +2,847 New
GRP
129
Global Retirement Partners
California
$34.7K 2,547 +2,547 New
GWM
130
Geneos Wealth Management
Colorado
$33.2K 2,510
VCM
131
Versant Capital Management
Arizona
$33.1K 2,500
WB
132
Webster Bank
Connecticut
$29.1K 2,200
EWA
133
EverSource Wealth Advisors
Alabama
$29.1K 2,200
BC
134
Bartlett & Co
Ohio
$27K 2,000
BCWM
135
Bartlett & Co Wealth Management
Ohio
$26.7K 2,000
NCM
136
Northwest Capital Management
Oregon
$26.5K 2,000
MRCM
137
M&R Capital Management
New Jersey
$26.5K 2,000
TC
138
Truvestments Capital
Florida
$26.5K 2,000 +2,000 New
AF
139
Advisornet Financial
Minnesota
$22.5K 1,700 -300 -15%
BWL
140
Bogart Wealth LLC
Virginia
$21.2K 1,600 +1,600 New
FFA
141
Farther Finance Advisors
California
$20.9K 1,575 +527 +50%
EWP
142
Elevation Wealth Partners
California
$18.8K 1,436 +1,436 New
SC
143
SouthState Corp
Florida
$18.4K 1,390
AWM
144
AllSquare Wealth Management
New York
$15.9K 1,200
PGAM
145
Princeton Global Asset Management
New Jersey
$14.1K 1,065 -453 -30%
RCM
146
Raleigh Capital Management
North Carolina
$12.4K 940 +100 +12%
TF
147
Tompkins Financial
New York
$11.3K 850
CA
148
Crewe Advisors
Utah
$11.3K 850
HWA
149
Heritage Wealth Advisors
Virginia
$10.9K 820 +820 New
MFT
150
Moisand Fitzgerald Tamayo
Florida
$9.86K 745