PIMCO Corporate & Income Opportunity Fund
100 hedge funds and large institutions have $99.4M invested in PIMCO Corporate & Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 16 reducing their positions, and 6 closing their positions.
283% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 6
100% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 16
19% more funds holding
Funds holding: 84 → 100 (+16)
16% more capital invested
Capital invested by funds: $85.8M → $99.4M (+$13.6M)
0.76% more ownership
Funds ownership: 6.25% → 7.01% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.56M |
| 2 |
Morgan Stanley
New York
|
+$2.44M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$2.16M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$898K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$872K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.36M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$351K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$337K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$275K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$241K |
PTY Hedge Fund Activity: Q2 2018 in Review
100 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q2 2018, worth a combined $99.4M — up 16% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new PTY positions and 6 closed out — a net gain of 17 holders — while 32 added to existing stakes and 16 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.56M. The largest seller was LPL Financial, cutting an estimated $2.36M.
- 100 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q2 2018, up from 84 in Q1 2018.
- Funds reported $99.4M of PIMCO Corporate & Income Opportunity Fund stock for Q2 2018, up 16% quarter-over-quarter.
- 23 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q2 2018 and 6 closed out, a net change of +17 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q2 2018 was Cetera Investment Advisers, an estimated $2.56M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q2 2018 was LPL Financial, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2018.