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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

157 hedge funds and large institutions have $217M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
49
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.68M
2
Morgan Stanley
2
Morgan Stanley
New York
$22.7M
3
LPL Financial
3
LPL Financial
California
$22.1M
4
Truist Financial
4
Truist Financial
North Carolina
$1.14M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.13M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.55M
2
CA
2
Cresta Advisors
Texas
$831K
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$836K
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22.7M 1,738,143 +139,403 +9%
LPL Financial
2
LPL Financial
California
$22.1M 1,691,572 +133,258 +9%
PI
3
PFG Investments
New York
$20.4M 1,560,709 +15,755 +1%
XF
4
XML Financial
Maryland
$12.6M 962,185 +28,599 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.2M 858,966 +13,589 +2%
PCM
6
Penserra Capital Management
California
$10.9M 831,441 -4,015 -0.5%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.68M 740,942 +218,026 +42%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$4.55M 348,319 -278,034 -44%
CFGS
9
Concourse Financial Group Securities
Alabama
$4.49M 340,278 -4,065 -1%
CAN
10
Cetera Advisor Networks
California
$4.48M 342,833 -3,376 -1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.48M 342,784 +45,018 +15%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.43M 339,200 +17,132 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.13M 316,318 +68,583 +28%
PAG
14
Private Advisor Group
New Jersey
$4.13M 316,032 +39,482 +14%
SFC
15
SYM Financial Corp
Indiana
$4.01M 306,591 – –
FAIM
16
Financial Advocates Investment Management
Washington
$3.64M 278,134 -4,366 -2%
Bank of America
17
Bank of America
North Carolina
$3.34M 255,550 +22,270 +10%
EWM
18
Evergreen Wealth Management
Michigan
$3.33M 254,746 +5,382 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3.32M 254,346 +22,360 +10%
AWM
20
Accel Wealth Management
Iowa
$3.26M 249,053 +36,512 +17%
CFA
21
Cahill Financial Advisors
Minnesota
$3.15M 241,085 -4,844 -2%
SWP
22
Strategic Wealth Partners
Ohio
$2.54M 194,148 +208 +0.1%
DAS
23
Dynamic Advisor Solutions
Arizona
$2.4M 183,787 +2,789 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.36M 180,642 -7,675 -4%
GSEP
25
Golden State Equity Partners
California
$2.31M 176,395 +1,347 +0.8%
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