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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

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
–

Top Buyers

1
PI
1
PFG Investments
New York
$10.6M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$11.9M
3
LPL Financial
3
LPL Financial
California
$27.2M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$10.5M
5
XF
5
XML Financial
Maryland
$17.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
AWM
2
Avior Wealth Management
Nebraska
$929K
3
PCM
3
Penserra Capital Management
California
$10.8M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
CFA
5
Cahill Financial Advisors
Minnesota
$1.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
151
Trust Company of Vermont
Vermont
$5.7K +$5.7K +383 New
HGERS
152
Householder Group Estate & Retirement Specialist
Arizona
$3.45K – – –
HI
153
Hoey Investments
Pennsylvania
$2.25K – – –
FMP
154
Financial Management Professionals
Texas
$2K – – –
LTI
155
Laffer Tengler Investments
Tennessee
$1.06K +$1.06K +72 New
FIA
156
FNY Investment Advisers
New York
$47 – – –
Fidelity Investments
157
Fidelity Investments
Massachusetts
$30 -$30 -2 -50%
FFN
158
Focus Financial Network
Minnesota
– -$1.86M -138,911 Closed
TA
159
TFB Advisors
Kansas
– -$593K -44,792 Closed
GC
160
Guggenheim Capital
Illinois
– -$465K -35,089 Closed
EC
161
Elequin Capital
New York
– -$254K -19,175 Closed
JFG
162
Jefferies Financial Group
New York
– -$221K -16,710 Closed
VF
163
Virtu Financial
New York
– -$182K -13,746 Closed
WAP
164
Wealthcare Advisory Partners
Pennsylvania
– -$174K -13,120 Closed
ASN
165
Advisory Services Network
Georgia
– -$165K -12,462 Closed
LCM
166
Landscape Capital Management
New Jersey
– -$144K -10,904 Closed
RIA
167
Realta Investment Advisors
Delaware
– -$135K -10,208 Closed
TC
168
Truvestments Capital
Florida
– -$26.5K -2,000 Closed
BCWM
169
Bartlett & Co Wealth Management
Ohio
– -$26.7K -2,000 Closed
AF
170
Advisornet Financial
Minnesota
– -$22.5K -1,700 Closed
FFA
171
Farther Finance Advisors
California
– -$20.9K -1,575 Closed
FWM
172
Focused Wealth Management
New York
– -$7.85K -593 Closed
TWM
173
Tradition Wealth Management
Minnesota
– -$7K -547 Closed
UB
174
UMB Bank
Missouri
– -$6.62K -500 Closed
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$2.42K -185 Closed
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