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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

166 hedge funds and large institutions have $238M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
166
Holders Change
+9
Holders Change %
+5.73%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
51
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.4M
2
AWM
2
Avior Wealth Management
Nebraska
$3.5M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$7.22M
4
XF
4
XML Financial
Maryland
$14.6M
5
FFN
5
Focus Financial Network
Minnesota
$1.86M

Top Sellers

1
PI
1
PFG Investments
New York
$0
2
FAIM
2
Financial Advocates Investment Management
Washington
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.86M
4
IAIM
4
International Assets Investment Management
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.29M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.4M 3,732,920 +1,994,777 +115%
LPL Financial
2
LPL Financial
California
$22.6M 1,708,285 +16,713 +1%
XF
3
XML Financial
Maryland
$14.6M 1,103,619 +141,434 +15%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.1M 916,373 +57,407 +7%
PCM
5
Penserra Capital Management
California
$11.8M 893,271 +61,830 +7%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.86M 593,307 -147,635 -20%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$7.22M 545,200 +196,881 +57%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.08M 459,455 +120,255 +35%
CAN
9
Cetera Advisor Networks
California
$5.1M 385,532 +42,699 +12%
CFGS
10
Concourse Financial Group Securities
Alabama
$5.01M 374,921 +34,643 +10%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.87M 367,766 +24,982 +7%
PAG
12
Private Advisor Group
New Jersey
$4.32M 326,392 +10,360 +3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.02M 303,767 +123,125 +68%
SFC
14
SYM Financial Corp
Indiana
$3.89M 294,137 -12,454 -4%
AWM
15
Avior Wealth Management
Nebraska
$3.5M 264,500 +264,500 New
EWM
16
Evergreen Wealth Management
Michigan
$3.46M 261,606 +6,860 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$3.41M 257,263 +2,917 +1%
AWM
18
Accel Wealth Management
Iowa
$3.38M 255,580 +6,527 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$3.29M 248,116 -68,202 -22%
Bank of America
20
Bank of America
North Carolina
$2.91M 219,539 -36,011 -14%
DAS
21
Dynamic Advisor Solutions
Arizona
$2.63M 193,489 +9,702 +5%
SWP
22
Strategic Wealth Partners
Ohio
$2.57M 194,148 – –
CFA
23
Cahill Financial Advisors
Minnesota
$2.46M 186,036 -55,049 -23%
GSEP
24
Golden State Equity Partners
California
$2.32M 175,288 -1,107 -0.6%
KAS
25
Kestra Advisory Services
Texas
$2.25M 169,989 +43,512 +34%
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