PIMCO Corporate & Income Opportunity Fund
87 hedge funds and large institutions have $102M invested in PIMCO Corporate & Income Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 8 closing their positions.
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
10% more funds holding
Funds holding: 79 → 87 (+8)
0.24% more ownership
Funds ownership: 8.32% → 8.56% (+0.24%)
1% less capital invested
Capital invested by funds: $103M → $102M (-$1.29M)
4% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.8M |
| 2 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$2.78M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.19M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$1M |
| 5 |
SG Americas Securities
New York
|
+$736K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ALA
Atherton Lane Advisers
Menlo Park,
California
|
-$19.6M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$982K |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$958K |
| 4 |
Morgan Stanley
New York
|
-$505K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$464K |
PTY Hedge Fund Activity: Q4 2013 in Review
87 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2013, worth a combined $102M — down 1.2% from $103M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PTY positions and 8 closed out — a net gain of 8 holders — while 25 added to existing stakes and 26 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $10.8M. The largest seller was Atherton Lane Advisers, cutting an estimated $19.6M.
- 87 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2013, up from 79 in Q3 2013.
- Funds reported $102M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2013, down 1.2% quarter-over-quarter.
- 16 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2013 and 8 closed out, a net change of +8 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2013 was Rivernorth Capital Management, an estimated $10.8M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2013 was Atherton Lane Advisers, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2013.