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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.4M
2
AWM
2
Avior Wealth Management
Nebraska
$3.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.22M
4
XF
4
XML Financial
Maryland
$14.6M
5
FFN
5
Focus Financial Network
Minnesota
$1.86M

Top Sellers

1
PI
1
PFG Investments
New York
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
151
SOA Wealth Advisors
New York
$9.27K – – –
Bessemer Group
152
Bessemer Group
New Jersey
$9K – – –
FWM
153
Focused Wealth Management
New York
$7.85K -$52K -3,931 -87%
TWM
154
Tradition Wealth Management
Minnesota
$7K – – –
BWM
155
Baystate Wealth Management
Massachusetts
$6.68K +$6.68K +504 New
UB
156
UMB Bank
Missouri
$6.62K – – –
CMP
157
Coston McIsaac & Partners
Maine
$4K +$2.14K +178 +115%
HGERS
158
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
BCMLT
159
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.42K – – –
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$2.24K +$2.24K +169 New
FMP
161
Financial Management Professionals
Texas
$2K – – –
HI
162
Hoey Investments
Pennsylvania
$2K – – –
TFA
163
Toth Financial Advisory
Virginia
$1.48K – – –
GI
164
Gradient Investments
Minnesota
$1.14K – – –
TCM
165
Tradewinds Capital Management
Washington
$146 -$133 -10 -48%
Fidelity Investments
166
Fidelity Investments
Massachusetts
$53 +$40 +3 +300%
PI
167
PFG Investments
New York
– -$20.4M -1,560,709 Closed
FAIM
168
Financial Advocates Investment Management
Washington
– -$3.64M -278,134 Closed
IAIM
169
International Assets Investment Management
Florida
– -$939K -75,910 Closed
CAC
170
Certified Advisory Corp
Florida
– -$284K -21,692 Closed
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
– -$251K -19,236 Closed
AI
172
AXS Investments
New York
– -$176K -13,495 Closed
DC
173
Davenport & Co
Virginia
– -$144K -10,985 Closed
FFM
174
Forum Financial Management
Illinois
– -$137K -10,500 Closed
S
175
SignatureFD
Georgia
– -$131K -10,000 Closed
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7
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