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PIMCO Corporate & Income Opportunity Fund

153 hedge funds and large institutions have $149M invested in PIMCO Corporate & Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
28
Increased
53
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.6M +$1.43M +119,392 +9%
LPL Financial
2
LPL Financial
California
$12.1M +$571K +47,569 +5%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$9.22M +$218K +18,136 +2%
PCM
4
Penserra Capital Management
California
$8.71M +$848K +70,646 +11%
XF
5
XML Financial
Maryland
$6.63M +$5.44M +453,175 +457%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.37M +$391K +32,551 +7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$5.83M -$203K -16,895 -3%
JWWM
8
Johnson & White Wealth Management
Pennsylvania
$4.14M +$4.14M +26,120 New
CFGS
9
Concourse Financial Group Securities
Alabama
$3.99M +$21.4K +1,768 +0.5%
CAN
10
Cetera Advisor Networks
California
$3.76M +$490K +40,807 +15%
CA
11
Cornerstone Advisory
Maryland
$3.29M +$3.29M +273,917 New
EWM
12
Evergreen Wealth Management
Michigan
$3.01M +$3.01M +255,194 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.76M +$1.68M +139,627 +154%
GL
14
GHE LLC
Tennessee
$2.49M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.4M +$1.27M +105,866 +113%
DAS
16
Dynamic Advisor Solutions
Arizona
$2.35M -$389K -32,364 -14%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.3M +$2.04M +170,129 +808%
BPA
18
Beacon Pointe Advisors
California
$2.27M -$224K -18,680 -9%
SFC
19
SYM Financial Corp
Indiana
$2.13M -$33.5K -2,787 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.1M -$415K -34,590 -17%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.02M +$294K +24,504 +17%
AWM
22
Accel Wealth Management
Iowa
$2.01M +$73.8K +6,144 +4%
CFA
23
Cahill Financial Advisors
Minnesota
$1.86M +$1.57M +130,616 +533%
Bank of America
24
Bank of America
North Carolina
$1.84M -$499K -41,578 -21%
FAIM
25
Financial Advocates Investment Management
Washington
$1.79M +$1.79M +149,000 New