PIMCO Corporate & Income Opportunity Fund
169 hedge funds and large institutions have $216M invested in PIMCO Corporate & Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 13 closing their positions.
92% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 13
6% more funds holding
Funds holding: 159 → 169 (+10)
8% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 49
0.43% less ownership
Funds ownership: 15.15% → 14.72% (-0.43%)
1% less capital invested
Capital invested by funds: $219M → $216M (-$3.26M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$3.48M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.59M |
| 3 |
XF
XML Financial
Bethesda,
Maryland
|
+$1.86M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$1.83M |
| 5 |
Morgan Stanley
New York
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PI
PFG Investments
Woodbury,
New York
|
-$20.4M |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$3.64M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.94M |
| 4 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$939K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$896K |
PTY Hedge Fund Activity: Q4 2023 in Review
169 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q4 2023, worth a combined $216M — down 1.5% from $219M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new PTY positions and 13 closed out — a net gain of 12 holders — while 53 added to existing stakes and 49 trimmed.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $3.48M. The largest seller was PFG Investments, exiting entirely with an estimated $20.4M sold.
- 169 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q4 2023, up from 159 in Q3 2023.
- Funds reported $216M of PIMCO Corporate & Income Opportunity Fund stock for Q4 2023, down 1.5% quarter-over-quarter.
- 25 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q4 2023 and 13 closed out, a net change of +12 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q4 2023 was Avior Wealth Management, an estimated $3.48M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q4 2023 was PFG Investments, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2023.