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PIMCO Corporate & Income Opportunity Fund

157 hedge funds and large institutions have $259M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 60 increasing their positions, 40 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-9
Holders Change %
-5.42%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
16
Increased
60
Reduced
40
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$53K +$548 +37 +1%
IGWM
127
ICA Group Wealth Management
Colorado
$42.3K
TAM
128
Tucker Asset Management
Colorado
$41.6K +$41.6K +2,797 New
VCM
129
Versant Capital Management
Arizona
$37.2K
CA
130
Continuum Advisory
Idaho
$33.5K +$33.5K +2,358 New
WB
131
Webster Bank
Connecticut
$32.7K
EWA
132
EverSource Wealth Advisors
Alabama
$31.5K
JWA
133
JFS Wealth Advisors
Pennsylvania
$30.1K +$30.1K +2,026 New
NCM
134
Northwest Capital Management
Oregon
$29.7K
MRCM
135
M&R Capital Management
New Jersey
$26.8K -$2.97K -200 -10%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$24.2K +$24.2K +1,622 New
BWL
137
Bogart Wealth LLC
Virginia
$23.8K
EWP
138
Elevation Wealth Partners
California
$21.4K
SC
139
SouthState Corp
Florida
$20.7K
AWM
140
AllSquare Wealth Management
New York
$17.8K
PGAM
141
Princeton Global Asset Management
New Jersey
$16.2K +$402 +27 +3%
GWM
142
Geneos Wealth Management
Colorado
$15.6K -$21.7K -1,460 -58%
RCM
143
Raleigh Capital Management
North Carolina
$14K
CA
144
Crewe Advisors
Utah
$12.6K
TF
145
Tompkins Financial
New York
$12.6K
HWA
146
Heritage Wealth Advisors
Virginia
$12.2K
MFT
147
Moisand Fitzgerald Tamayo
Florida
$11.1K
SWA
148
SOA Wealth Advisors
New York
$10.4K
Bessemer Group
149
Bessemer Group
New Jersey
$10K
CMP
150
Coston McIsaac & Partners
Maine
$6K +$1.33K +95 +29%