PTY icon

PIMCO Corporate & Income Opportunity Fund

192 hedge funds and large institutions have $316M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 77 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+15
Holders Change %
+8.47%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
77
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFC
126
Strategic Financial Concepts
Texas
$191K +$191K +13,267 New
CAL
127
Capital Analysts LLC
Pennsylvania
$187K +$6.89K +480 +4%
MSG
128
Main Street Group
Virginia
$185K +$75.1K +5,229 +68%
IFWM
129
Institute for Wealth Management
Colorado
$185K +$25.8K +1,795 +16%
PTC
130
Private Trust Company
Ohio
$180K +$28.7K +2,000 +19%
MWM
131
Modern Wealth Management
Kansas
$177K +$345 +24 +0.2%
TA
132
TFG Advisers
Michigan
$175K +$1.58K +110 +0.9%
IW
133
Instrumental Wealth
Florida
$174K +$2.21K +150 +1%
CA
134
Cornerstone Advisory
Maryland
$162K
ACI
135
Alpha Cubed Investments
California
$152K +$152K +10,594 New
BFA
136
Beacon Financial Advisory
Ohio
$152K +$690 +48 +0.5%
MMA
137
Miracle Mile Advisors
California
$151K +$151K +10,487 New
LNWWM
138
Laird Norton Wetherby Wealth Management
California
$151K +$1.62K +113 +1%
IWM
139
IHT Wealth Management
Illinois
$146K +$146K +10,161 New
IAS
140
Insigneo Advisory Services
Florida
$144K
MCM
141
MAI Capital Management
Ohio
$133K +$133K +9,272 New
AA
142
AlphaMark Advisors
Kentucky
$119K +$3.29K +229 +3%
SWM
143
Spire Wealth Management
Virginia
$105K +$14 +1 +0%
GWM
144
Geneos Wealth Management
Colorado
$105K -$1.85K -129 -2%
GRP
145
Global Retirement Partners
California
$100K +$9.4K +654 +10%
EWA
146
EverSource Wealth Advisors
Alabama
$96.3K
HIA
147
Harbor Investment Advisory
Maryland
$87.8K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$87.3K -$14.4K -1,000 -14%
TWC
149
TD Waterhouse Canada
Ontario, Canada
$86K -$71.7K -5,000 -45%
AF
150
Allworth Financial
California
$72.8K +$203 +14 +0.3%