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PIMCO Corporate & Income Opportunity Fund

78 hedge funds and large institutions have $89.3M invested in PIMCO Corporate & Income Opportunity Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

0% less capital invested

Capital invested by funds: $89.3M → $89.3M (-$14.8K)

0.9% less ownership

Funds ownership: 9.81%8.91% (-0.9%)

3% less funds holding

Funds holding: 8078 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
78
Holders Change
-2
Holders Change %
-2.5%
% of All Funds
2.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
27
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$14.3M +$1.09M +77,983 +8%
LPL Financial
2
LPL Financial
California
$9.46M -$5.64M -403,331 -38%
Cohen & Steers
3
Cohen & Steers
New York
$8.96M +$426K +30,463 +5%
Morgan Stanley
4
Morgan Stanley
New York
$8.81M +$121K +8,623 +1%
Invesco
5
Invesco
Georgia
$6.77M +$479K +34,291 +8%
FFA
6
First Foundation Advisors
California
$6.06M -$6.35M -454,292 -51%
VIA
7
Vident Investment Advisory
Georgia
$3.37M -$2.6M -185,787 -44%
NPC
8
National Planning Corporation
California
$2.75M +$1.17M +83,501 +80%
CRC
9
Curi RMB Capital
Illinois
$2.7M +$2.68M +191,859 New
Bank of America
10
Bank of America
North Carolina
$1.96M -$13.4K -957 -0.7%
IA
11
IFP Advisors
Florida
$1.6M +$1.49M +106,491 +1,464%
MFS
12
MSI Financial Services
Massachusetts
$1.47M -$136K -9,758 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.44M +$54.7K +3,916 +4%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.29M +$21.5K +1,540 +2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.28M +$663K +47,417 +108%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.25M +$66.8K +4,777 +6%
HB
17
Homrich & Berg
Georgia
$1.25M +$70.1K +5,019 +6%
GC
18
Guggenheim Capital
Illinois
$833K -$19.6K -1,405 -2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$763K +$15K +1,072 +2%
HCM
20
Hollencrest Capital Management
California
$683K
Ameriprise
21
Ameriprise
Minnesota
$676K +$97.8K +6,996 +17%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$649K +$185K +13,215 +40%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$608K +$603K +43,129 New
NMC
24
Nine Masts Capital
Hong Kong
$586K +$582K +41,614 New
OC
25
Oarsman Capital
Wisconsin
$539K +$5.59K +400 +1%

PTY Hedge Fund Activity: Q2 2016 in Review

78 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2016, worth a combined $89.3M — down 0.02% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PTY and 11 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $2.68M. The largest seller was First Foundation Advisors, cutting an estimated $6.35M.

  • 78 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2016, down from 80 in Q1 2016.
  • Funds reported $89.3M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2016, down 0.02% quarter-over-quarter.
  • 11 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2016 and 13 closed out, a net change of -2 holders.
  • The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2016 was Curi RMB Capital, an estimated $2.68M added.
  • The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2016 was First Foundation Advisors, an estimated $6.35M sold.

Based on aggregated 13F filings for Q2 2016.