PIMCO Corporate & Income Opportunity Fund
109 hedge funds and large institutions have $123M invested in PIMCO Corporate & Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
6% more funds holding
Funds holding: 103 → 109 (+6)
1% more capital invested
Capital invested by funds: $122M → $123M (+$1.2M)
0.26% less ownership
Funds ownership: 8.17% → 7.91% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.98M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.14M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$967K |
| 4 |
Morgan Stanley
New York
|
+$736K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$5.84M |
| 2 |
Cohen & Steers
New York
|
-$1.24M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.24M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$961K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$929K |
PTY Hedge Fund Activity: Q3 2020 in Review
109 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2020, worth a combined $123M — up 0.98% from $122M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PTY positions and 11 closed out — a net gain of 7 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $1.98M. The largest seller was LPL Financial, cutting an estimated $5.84M.
- 109 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2020, up from 103 in Q2 2020.
- Funds reported $123M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2020, up 0.98% quarter-over-quarter.
- 18 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2020 and 11 closed out, a net change of +7 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2020 was Avantax Advisory Services, an estimated $1.98M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2020 was LPL Financial, an estimated $5.84M sold.
Based on aggregated 13F filings for Q3 2020.