PIMCO Corporate & Income Opportunity Fund
181 hedge funds and large institutions have $293M invested in PIMCO Corporate & Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 12 closing their positions.
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
53% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 43
9% more funds holding
Funds holding: 166 → 181 (+15)
6% more capital invested
Capital invested by funds: $276M → $293M (+$16.9M)
0.96% more ownership
Funds ownership: 17.46% → 18.42% (+0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$6.33M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$2.16M |
| 3 |
Morgan Stanley
New York
|
+$1.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 5 |
OCM
Orleans Capital Management
Mandeville,
Louisiana
|
+$1.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$10.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.44M |
| 3 |
AC
Avestar Capital
New York
|
-$1.26M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$1.13M |
| 5 |
IWN
Independent Wealth Network
Urbandale,
Iowa
|
-$668K |
PTY Hedge Fund Activity: Q3 2024 in Review
181 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in PIMCO Corporate & Income Opportunity Fund (PTY) for Q3 2024, worth a combined $293M — up 6.1% from $276M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PTY positions and 12 closed out — a net gain of 16 holders — while 66 added to existing stakes and 43 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $6.33M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $10.7M sold.
- 181 institutional investors held PIMCO Corporate & Income Opportunity Fund (PTY) as of Q3 2024, up from 166 in Q2 2024.
- Funds reported $293M of PIMCO Corporate & Income Opportunity Fund stock for Q3 2024, up 6.1% quarter-over-quarter.
- 28 funds opened new PIMCO Corporate & Income Opportunity Fund positions in Q3 2024 and 12 closed out, a net change of +16 holders.
- The largest PIMCO Corporate & Income Opportunity Fund buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $6.33M added.
- The largest PIMCO Corporate & Income Opportunity Fund seller in Q3 2024 was Penserra Capital Management, an estimated $10.7M sold.
Based on aggregated 13F filings for Q3 2024.