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PIMCO Corporate & Income Opportunity Fund
PTY

Overview Fund Activity

177 hedge funds and large institutions have $288M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+13
Holders Change %
+7.93%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
65
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$16.7M
2
CCWA
2
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$32.6M
4
LPL Financial
4
LPL Financial
California
$29.1M
5
OCM
5
Orleans Capital Management
Louisiana
$1.44M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
GSEP
2
Golden State Equity Partners
California
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$14.3M
4
AC
4
Avestar Capital
New York
$331K
5
AWM
5
Axxcess Wealth Management
California
$6.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$32.6M 2,262,287 +133,026 +6%
LPL Financial
2
LPL Financial
California
$29.1M 2,022,960 +123,269 +6%
XF
3
XML Financial
Maryland
$20.2M 1,402,406 +92,709 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.7M 1,159,559 +442,988 +62%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.3M 991,746 -100,487 -9%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$13.2M 914,434 +59,859 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.32M 647,734 +88,526 +16%
PI
8
PFG Investments
New York
$8.89M 617,682 -3,850 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.69M 534,150 +6,460 +1%
Bank of America
10
Bank of America
North Carolina
$7.61M 529,124 +29,664 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.55M 524,513 +62,177 +13%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.62M 459,661 +18,350 +4%
AWM
13
Axxcess Wealth Management
California
$6.14M 426,592 -78,865 -16%
CFGS
14
Concourse Financial Group Securities
Alabama
$6.07M 418,306 +24,604 +6%
PAG
15
Private Advisor Group
New Jersey
$5.91M 410,507 +56,620 +16%
AWM
16
Accel Wealth Management
Iowa
$5.28M 366,804 +50,339 +16%
Wells Fargo
17
Wells Fargo
California
$4.22M 293,178 +84,404 +40%
SFC
18
SYM Financial Corp
Indiana
$4.2M 291,872 – –
EWM
19
Evergreen Wealth Management
Michigan
$4.19M 291,156 +29,550 +11%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.83M 266,429 +4,701 +2%
Truist Financial
21
Truist Financial
North Carolina
$3.52M 244,636 -23,760 -9%
SWP
22
Strategic Wealth Partners
Ohio
$3.2M 222,065 +3,637 +2%
KAS
23
Kestra Advisory Services
Texas
$3.11M 216,031 -128 -0.1%
DAS
24
Dynamic Advisor Solutions
Arizona
$3.02M 209,757 +6,347 +3%
CCWA
25
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.18M 151,374 +151,374 New
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