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PIMCO Corporate & Income Opportunity Fund

78 hedge funds and large institutions have $64.6M invested in PIMCO Corporate & Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 17

0.64% less ownership

Funds ownership: 6.51%5.87% (-0.64%)

11% less capital invested

Capital invested by funds: $72.2M → $64.6M (-$7.65M)

12% less funds holding

Funds holding: 8978 (-11)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
78
Holders Change
-11
Holders Change %
-12.36%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
17
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$7.39M -$31.3K -1,925 -0.4%
Invesco
2
Invesco
Georgia
$7.04M -$7.35K -452 -0.1%
Morgan Stanley
3
Morgan Stanley
New York
$6.59M -$27.2K -1,672 -0.4%
LPL Financial
4
LPL Financial
California
$6.22M -$1.44M -88,878 -18%
UBS Group
5
UBS Group
Switzerland
$3.39M -$985K -60,601 -22%
Bank of America
6
Bank of America
North Carolina
$2.72M +$43.8K +2,697 +2%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$2.2M +$2.24M +137,597 +7,644%
SG Americas Securities
8
SG Americas Securities
New York
$2.02M +$923K +56,760 +80%
CIA
9
Capital Investment Advisors
Georgia
$1.87M -$16.4K -1,006 -0.8%
NPC
10
National Planning Corporation
California
$1.82M -$41.1K -2,530 -2%
AR
11
Advisory Research
Illinois
$1.8M +$128K +7,860 +7%
OC
12
Oppenheimer & Co
New York
$1.74M +$48.8K +3,000 +3%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.35M +$53K +3,258 +4%
MFS
14
MSI Financial Services
Massachusetts
$1.25M +$120K +7,396 +10%
PAG
15
Private Advisor Group
New Jersey
$1.15M +$20.3K +1,250 +2%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.08M +$9.01K +554 +0.8%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$945K +$56.5K +3,473 +6%
DADC
18
D.A. Davidson & Co
Montana
$860K -$40.3K -2,479 -4%
Citigroup
19
Citigroup
New York
$737K +$36.2K +2,224 +5%
HCM
20
Hollencrest Capital Management
California
$657K
ICAS
21
Investors Capital Advisory Services
Massachusetts
$576K +$114K +6,988 +24%
CAN
22
Cetera Advisor Networks
California
$549K -$385K -23,700 -40%
AIG
23
American International Group
New York
$543K -$23.5K -1,448 -4%
CRC
24
Curi RMB Capital
Illinois
$540K +$557K +34,271 New
Ameriprise
25
Ameriprise
Minnesota
$536K +$16.9K +1,041 +3%

PTY Hedge Fund Activity: Q1 2015 in Review

78 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q1 2015, worth a combined $64.6M — down 11% from $72.2M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PTY and 7 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 30 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $2.24M. The largest seller was Index Management Solutions, exiting entirely with an estimated $2.96M sold.

  • 78 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q1 2015, down from 89 in Q4 2014.
  • Funds reported $64.6M of PIMCO Corporate & Income Opportunity Fund stock for Q1 2015, down 11% quarter-over-quarter.
  • 7 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q1 2015 and 16 closed out, a net change of -9 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q1 2015 was BNP Paribas Financial Markets, an estimated $2.24M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q1 2015 was Index Management Solutions, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2015.