Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO CORPORATE & INCOME OPP (PTY)

217 + Investors. Track Smart Money conviction in PTY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — PTY

Based on 210 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
210 hedge funds hold PTY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

111 buying89 selling
Last quarter: 111 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new PTY position: 20 → 30 → 23 → 44. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
109 out of 210 hedge funds have held PTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

33 → 20 → 30 → 23 → 44 new funds/Q
New funds entering each quarter: 20 → 30 → 23 → 44. A growing number of institutions are discovering PTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 14% 1-2yr ■ 30% new
Of 210 current holders: 116 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
16 of 210 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PTY

In 2025 Q4, 111 hedge funds were net buyers of PTY (44 opened a new position, 67 added to an existing one), while 89 reduced or exited (58 trimmed, 31 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 33% of total institutional value in PTY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 210.

Hedge Fund Ownership: PTY

How many hedge funds hold PTY — quarterly history vs. share price
Quarterly hedge fund ownership of PTY vs. share price

Market Analysis: PTY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PTY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy PIMCO CORPORATE & INCOME OPP (PTY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PTY has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 50d ago
PTY
+3.5%
XLF
+4.8%

PTY outperformed XLF by -1.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 5d ago
PTY
-1.5%
XLF
+1.2%

Since the filing became public, PTY outperformed XLF by -2.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PTY
217 + Investors

Track Smart Money conviction in PTY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 217 210 3.33%
13F Shares 33M 29M 14.75%
Total Value $378M $379M -0.29%
New Positions 42 44 -2
Increased Positions 81 67 +14
Closed Positions 35 31 +4
Reduced Positions 49 58 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTY

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

217 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PTY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of PTY — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Merrithew & Thorsten Inc 17.32% 1,523,119 $18K
2 Logan Stone Capital, LLC 2.63% 784,874 $9.5M
3 Evergreen Wealth Management, LLC 2.28% 365,641 $4.4M
4 Smith Asset Management Co., LLC 1.71% 165,202 $2.0M
5 Elm3 Financial Group, LLC 1.63% 160,030 $1.9M
6 Accel Wealth Management 1.59% 504,396 $6.1M
7 Noble Wealth Management PBC 1.59% 261,606 $3.2M
8 XML Financial, LLC 1.55% 1,591,047 $19.2M
9 AG Asset Advisory, LLC 1.52% 152,398 $1.8M
10 C2C Wealth Management, LLC 1.11% 108,985 $1.3M
11 Thomas J. Herzfeld Advisors, Inc. 1.03% 249,976 $3.0M
12 Beta Wealth Group, Inc. 0.88% 176,721 $2.1M
13 Plotkin Financial Advisors, LLC 0.80% 131,437 $1.6M
14 FELL CAPITAL MANAGEMENT /ADV 0.64% 55,950 $675K
15 Signature Equity Partners, LLC 0.60% 92,171 $1.1M
16 Zullo Investment Group, Inc. 0.59% 128,967 $1.6M
17 Boreal Capital Management LLC 0.55% 1 $670K
18 ORLEANS CAPITAL MANAGEMENT CORP/LA 0.53% 64,830 $782K
19 Vision Retirement, LLC 0.40% 115,671 $1.4M
20 Samalin Investment Counsel, LLC 0.36% 83,854 $1.0M
21 Accelerate Investment Advisors LLC 0.36% 44,452 $536K
22 PFG Investments, LLC 0.35% 627,325 $7.6M
23 Ascentis Independent Advisors 0.34% 368,364 $4.4M
24 CDKV HOLDINGS LLC 0.27% 25,404 $306K
25 GHE, LLC 0.26% 58,550 $620K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO CORPORATE & INCOME OPP (PTY)

What does the Smart Money Trend signal show for PTY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PTY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PTY?

Slight buying edge — 56% buying: Last quarter: 111 funds bought or added vs 89 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PTY holders?

Strong quality — 33% AUM from major funds: 16 of 210 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PTY?

52% of holders stayed for 2+ years: 109 out of 210 hedge funds have held PTY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy PIMCO CORPORATE & INCOME OPP (PTY) following the 2026 Q1 hedge fund 13F filings?

As of today, PTY has moved -1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -2.7%. Since the quarter end (March 31, 2026), PTY has gained +3.5% vs +4.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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