PIMCO Corporate & Income Opportunity Fund
109 hedge funds and large institutions have $163M invested in PIMCO Corporate & Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 43 increasing their positions, 21 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
105% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 21
18% more funds holding
Funds holding: 92 → 109 (+17)
14% more capital invested
Capital invested by funds: $143M → $163M (+$19.9M)
0.39% more ownership
Funds ownership: 9.05% → 9.44% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$2.17M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$1.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.54M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$951K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$657K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.19M |
| 2 |
Cohen & Steers
New York
|
-$654K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$289K |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$188K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$136K |
PTY Hedge Fund Activity: Q4 2019 in Review
109 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2019, worth a combined $163M — up 14% from $143M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PTY positions and 4 closed out — a net gain of 17 holders — while 43 added to existing stakes and 21 trimmed.
The largest buyer was Concourse Financial Group Securities, adding an estimated $2.17M. The largest seller was Morgan Stanley, cutting an estimated $1.19M.
- 109 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2019, up from 92 in Q3 2019.
- Funds reported $163M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2019, up 14% quarter-over-quarter.
- 21 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2019 and 4 closed out, a net change of +17 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2019 was Concourse Financial Group Securities, an estimated $2.17M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2019 was Morgan Stanley, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2019.