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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

177 hedge funds and large institutions have $288M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.6M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
OCM
5
Orleans Capital Management
Louisiana
$1.44M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
GSEP
2
Golden State Equity Partners
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.3M
4
AC
4
Avestar Capital
New York
$331K
5
AWM
5
Axxcess Wealth Management
California
$6.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Continuum Advisory
Idaho
$34.2K – – –
WB
152
Webster Bank
Connecticut
$31.7K – – –
US Bancorp
153
US Bancorp
Minnesota
$27.8K -$84.9K -5,900 -75%
BONH
154
Bank of New Hampshire
New Hampshire
$27.5K – – –
MRCM
155
M&R Capital Management
New Jersey
$25.9K – – –
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$23.3K -$176K -12,251 -88%
BWL
157
Bogart Wealth LLC
Virginia
$23K – – –
TSMHT
158
Thurston Springer Miller Herd & Titak
Indiana
$21.6K +$21.6K +1,500 New
SC
159
SouthState Corp
Florida
$20K – – –
POIA
160
Pin Oak Investment Advisors
Texas
$17K – – –
PGAM
161
Princeton Global Asset Management
New Jersey
$16.5K +$403 +28 +3%
RCM
162
Raleigh Capital Management
North Carolina
$13.5K – – –
CA
163
Crewe Advisors
Utah
$12.2K – – –
HWA
164
Heritage Wealth Advisors
Virginia
$11.8K – – –
MFT
165
Moisand Fitzgerald Tamayo
Florida
$10.7K – – –
AWM
166
AllSquare Wealth Management
New York
$10.1K – – –
SAM
167
Smartleaf Asset Management
Massachusetts
$8.68K +$8.68K +602 New
BWAM
168
Boyd Watterson Asset Management
Ohio
$7.2K – – –
TCOV
169
Trust Company of Vermont
Vermont
$5.51K – – –
CJ
170
Caitlin John
Michigan
$4.36K – – –
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
FMP
172
Financial Management Professionals
Texas
$3K +$399 +31 +15%
HI
173
Hoey Investments
Pennsylvania
$2.16K – – –
SIS
174
Sound Income Strategies
Florida
$863 +$863 +60 New
TRCT
175
Tower Research Capital (TRC)
New York
$14 +$14 +1 New
4 5 6
7
8