Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO CORPORATE & INCOME OPP (PTY)

203 + 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 203 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
203 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 — +13% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

107 buying85 selling
Last quarter: 107 funds bought or added vs 85 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 (+19 vs last Q)

new funds entering per quarter
Funds opening a new PTY position: 19 → 27 → 23 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 19% new
107 out of 203 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 → 19 → 27 → 23 → 42 new funds/Q
New funds entering each quarter: 19 → 27 → 23 → 42. A growing number of institutions are discovering PTY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 15% 1-2yr ■ 29% new
Of 203 current holders: 114 (56%) 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 — 31% AUM from major funds

31% from top-100 AUM funds
12 of 203 holders rank in the top 100 by AUM, accounting for 31% 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 1 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: PTY
2026 Q1 Stats Unlock in 17 days 203 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 203 190 6.84%
13F Shares 27M 27M 1.14%
Total Value $373M $387M -3.54%
New Positions 42 23 +19
Increased Positions 65 83 -18
Closed Positions 29 26 +3
Reduced Positions 56 40 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PTY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

203 + investors

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

Top 25 institutional holders of PTY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Merrithew & Thorsten Inc 17.32% 1,523,119 $18K
2 Elm3 Financial Group, LLC 1.63% 160,030 $1.9M
3 Accel Wealth Management 1.59% 504,396 $6.1M
4 Noble Wealth Management PBC 1.59% 261,606 $3.2M
5 XML Financial, LLC 1.55% 1,591,047 $19.2M
6 AG Asset Advisory, LLC 1.52% 152,398 $1.8M
7 C2C Wealth Management, LLC 1.11% 108,985 $1.3M
8 Zullo Investment Group, Inc. 0.59% 128,967 $1.6M
9 Samalin Investment Counsel, LLC 0.36% 83,854 $1.0M
10 Accelerate Investment Advisors LLC 0.36% 44,452 $536K
11 PFG Investments, LLC 0.35% 627,325 $7.6M
12 Ascentis Independent Advisors 0.34% 368,364 $4.4M
13 Wealth Care LLC 0.25% 23,062 $278K
14 Covenant Asset Management, LLC 0.23% 126,081 $1.5M
15 WEALTH EFFECTS LLC 0.20% 46,380 $559K
16 MINDSET WEALTH MANAGEMENT, LLC 0.17% 51,785 $625K
17 Taylor & Morgan Wealth Management, LLC 0.16% 23,656 $285K
18 Significant Wealth Partners LLC 0.16% 10,896 $131K
19 Dynamic Advisor Solutions LLC 0.13% 349,786 $4.2M
20 TPG Advisors LLC 0.12% 15,620 $188K
21 ABSOLUTE INVESTMENT ADVISERS, LLC 0.12% 82,639 $997K
22 PATRON PARTNERS, LLC 0.11% 21,381 $258K
23 INSTRUMENTAL WEALTH, LLC 0.10% 13,325 $161K
24 IAMS WEALTH MANAGEMENT, LLC 0.09% 22,000 $265K
25 NBT BANK N A /NY 0.08% 98,400 $1.2M
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: 107 funds bought or added vs 85 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 — 31% AUM from major funds: 12 of 203 holders rank in the top 100 by AUM, accounting for 31% 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?

53% of holders stayed for 2+ years: 107 out of 203 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.