PIMCO Corporate & Income Opportunity Fund
169 hedge funds and large institutions have $240M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $219M → $240M (+$20.8M)
6% more funds holding
Funds holding: 159 → 169 (+10)
1.21% more ownership
Funds ownership: 15.15% → 16.36% (+1.2%)
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.2M |
| 2 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$3.48M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.59M |
| 4 |
XF
XML Financial
Bethesda,
Maryland
|
+$1.86M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
-$20.4M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$939K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$896K |
PTY Hedge Fund Activity: Q4 2023 in Review
169 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2023, worth a combined $240M — up 9.5% from $219M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PTY positions and 13 closed out — a net gain of 12 holders — while 52 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.2M. The largest seller was PFG Investments, exiting entirely with an estimated $20.4M sold.
- 169 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2023, up from 159 in Q3 2023.
- Funds reported $240M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2023, up 9.5% quarter-over-quarter.
- 25 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2023 and 13 closed out, a net change of +12 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2023 was Morgan Stanley, an estimated $26.2M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2023 was PFG Investments, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2023.