PIMCO Corporate & Income Opportunity Fund
159 hedge funds and large institutions have $219M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
5% more funds holding
Funds holding: 151 → 159 (+8)
0.34% more ownership
Funds ownership: 14.81% → 15.15% (+0.34%)
4% less capital invested
Capital invested by funds: $229M → $219M (-$10.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.08M |
| 2 |
Morgan Stanley
New York
|
+$1.97M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.88M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$998K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$968K |
Top Sellers
PTY Hedge Fund Activity: Q3 2023 in Review
159 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2023, worth a combined $219M — down 4.5% from $229M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PTY positions and 9 closed out — a net gain of 9 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $3.08M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $3.93M.
- 159 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2023, up from 151 in Q2 2023.
- Funds reported $219M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2023, down 4.5% quarter-over-quarter.
- 18 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2023 and 9 closed out, a net change of +9 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2023 was Osaic Holdings, an estimated $3.08M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $3.93M sold.
Based on aggregated 13F filings for Q3 2023.