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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

124 hedge funds and large institutions have $160M invested in PIMCO Corporate & Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+9
Holders Change %
+7.83%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
47
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFC
SYM Financial Corp
Indiana
$2.84M
2
BWA
BDO Wealth Advisors
Florida
$1.78M
3
FFN
Focus Financial Network
Minnesota
$1.19M
4
SPIA
Steward Partners Investment Advisory
New York
$978K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$11.4M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
$798K
2
Morgan Stanley
Morgan Stanley
New York
$19.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$2.49M
4
BPA
Beacon Pointe Advisors
California
$8.56M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$19.8M -$2.93M -160,275 -13%
LPL Financial
2
LPL Financial
California
$18.9M +$425K +23,263 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.4M +$812K +44,470 +8%
Bank of America
4
Bank of America
North Carolina
$10.5M +$596K +32,632 +6%
BPA
5
Beacon Pointe Advisors
California
$8.56M -$2.14M -116,922 -20%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.61M +$568K +31,092 +8%
CAN
7
Cetera Advisor Networks
California
$7.41M -$166K -9,077 -2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$5.87M -$571K -31,230 -9%
Creative Planning
9
Creative Planning
Kansas
$3.82M +$19.5K +1,070 +0.5%
UBS Group
10
UBS Group
Switzerland
$3.59M -$216K -11,848 -6%
SFC
11
SYM Financial Corp
Indiana
$2.84M +$2.53M +138,284 +813%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.49M -$2.17M -118,524 -47%
PFA
13
Plotkin Financial Advisors
Maryland
$2.44M -$520K -28,489 -18%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.38M -$204K -11,177 -8%
XF
15
XML Financial
Maryland
$2.16M +$6.85K +375 +0.3%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.86M +$372K +20,355 +25%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.79M -$3.6K -197 -0.2%
BWA
18
BDO Wealth Advisors
Florida
$1.78M +$1.78M +97,354 New
AWM
19
Accel Wealth Management
Iowa
$1.75M +$89.3K +4,890 +5%
SWM
20
Spire Wealth Management
Virginia
$1.72M +$1.72M +96,601 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.62M +$164K +8,961 +11%
PAG
22
Private Advisor Group
New Jersey
$1.36M +$49.2K +2,696 +4%
SPC
23
Sigma Planning Corp
Michigan
$1.31M +$52.6K +2,877 +4%
ACM
24
Ascendant Capital Management
California
$1.26M +$786K +43,000 +165%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$1.23M +$273K +14,913 +28%
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