Who Owns PTY?
PIMCO Corporate & Income Opportunity Fund — Institutional Ownership & 13F Holdings
$12.28
+0.04 (+0.37%)
Market Cap
$2.5B
Shares Outstanding
191,595,000
Institutional Holders
188
Total Inst. Value
$262.9M
% of Float Held
—
QoQ Holder Change
+87
Institutional data as of Q1 2025
New Positions
44
Closed Positions
18
Increased
73
Decreased
32
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $36.3M | 2,511,951 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $25.2M | 1,739,460 |
| 3 | XML Financial, LLC | $21.6M | 1,491,197 |
| 4 | Cetera Investment Advisers | $20.8M | 1,439,621 |
| 5 | RAYMOND JAMES FINANCIAL INC | $11.5M | 794,004 |
| 6 | OSAIC HOLDINGS, INC. | $9.8M | 676,867 |
| 7 | PFG Investments, LLC | $8.5M | 589,725 |
| 8 | BANK OF AMERICA CORP /DE/ | $8.4M | 578,604 |
| 9 | Private Advisor Group, LLC | $7.1M | 491,975 |
| 10 | Cambridge Investment Research Advisors, Inc. | $6.6M | 454,333 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +170K | $25.2M |
| XML Financial, LLC | +35K | $21.6M |
| Cetera Investment Advisers | +529K | $20.8M |
| RAYMOND JAMES FINANCIAL INC | +88K | $11.5M |
| OSAIC HOLDINGS, INC. | +46K | $9.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Independent Advisor Alliance | -288K | $153K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -47K | $167K |
| Kestra Advisory Services, LLC | -29K | $3K |
| MORGAN STANLEY | -25K | $36.3M |
| PFG Investments, LLC | -21K | $8.5M |
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Frequently Asked Questions
How many institutional investors hold PTY?
As of Q1 2025, 188 institutional investors report holding PTY (PIMCO Corporate & Income Opportunity Fund) in their 13F filings.
Which hedge fund owns the most PTY?
The largest institutional holder of PTY is MORGAN STANLEY with $36.3M in shares.
Are institutions buying or selling PTY?
This quarter, 44 institutions opened new positions in PTY and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.