Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Corporate & Income Opp (PTY)

223 + 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
↑ +5
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — PTY

Based on 224 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
224 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 — +11% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

121 buying92 selling
Last quarter: 121 funds bought or added vs 92 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 44 → 43 → 34. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
111 out of 224 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

31 → 23 → 44 → 43 → 34 new funds/Q
New funds entering each quarter: 23 → 44 → 43 → 34. A growing number of institutions are discovering PTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 29% newcomers

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Entry-cohort mix of 224 holders: 118 (53%) are 2+ year veterans, 41 entered 1–2 years ago, and 65 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
14 of 223 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 2026 Q2, 121 hedge funds were net buyers of PTY (34 opened a new position, 87 added to an existing one), while 92 reduced or exited (63 trimmed, 29 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in PTY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 224.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: PTY
223 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 223 219 1.83%
13F Shares 35M 33M 4.9%
Total Value $394M $378M 4.23%
New Positions 34 43 -9
Increased Positions 87 81 +6
Closed Positions 29 35 -6
Reduced Positions 63 50 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTY

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Institutional Holders (2026 Q2)

223 + 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 PTY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Evergreen Wealth Management, LLC 2.19% 388,873 $4.7M
2 Noble Wealth Management PBC 1.79% 333,049 $4.0M
3 Logan Stone Capital, LLC 1.72% 675,432 $8.1M
4 AG Asset Advisory, LLC 1.60% 164,641 $2.0M
5 Smith Asset Management Co., LLC 1.59% 167,505 $2.0M
6 XML Financial, LLC 1.54% 1,754,583 $21.1M
7 Accel Wealth Management 1.21% 448,727 $5.4M
8 Elm3 Financial Group, LLC 1.16% 140,964 $1.7M
9 C2C Wealth Management, LLC 1.02% 108,385 $1.3M
10 Thomas J. Herzfeld Advisors, Inc. 0.93% 252,532 $3.0M
11 Beta Wealth Group, Inc. 0.79% 174,777 $2.1M
12 Walser Wealth Management Company, A Ltd Liability Co 0.69% 138,820 $1.7M
13 Plotkin Financial Advisors, LLC 0.64% 127,711 $1.5M
14 Advisory Advocates, LLC 0.57% 55,446 $667K
15 Fell Capital Management /Adv 0.57% 55,950 $673K
16 Icon Advisers Inc/Co 0.56% 247,825 $3.0M
17 Signature Equity Partners, LLC 0.51% 92,345 $1.1M
18 Boreal Capital Management LLC 0.49% — $661K
19 Zullo Investment Group, Inc. 0.49% 119,172 $1.4M
20 Orleans Capital Management Corp/la 0.40% 64,830 $780K
21 Vision Retirement, LLC 0.33% 114,087 $1.4M
22 Accelerate Investment Advisors LLC 0.28% 41,131 $495K
23 Mission Hills Financial Advisory, LLC 0.27% 51,272 $617K
24 Cdkv Holdings LLC 0.24% 25,674 $309K
25 Covenant Asset Management, LLC 0.24% 118,277 $1.4M
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 — 3 quarters in a row: For 3 consecutive quarters, 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 — 57% buying: Last quarter: 121 funds bought or added vs 92 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?

Elite ownership — 44% AUM from top-100 funds: 14 of 223 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in PTY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PTY?

50% of holders stayed for 2+ years: 111 out of 224 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.

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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