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PKO

Pimco Income Opportunity Fund
PKO

Delisted

PKO was delisted on the 10th of December, 2021.

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36 hedge funds and large institutions have $75.2M invested in Pimco Income Opportunity Fund in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 35 → 36 (+1)

3% more capital invested

Capital invested by funds: $73.3M → $75.2M (+$1.93M)

Holders
36
Holders Change
+1
Holders Change %
+2.86%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.31M
2
HK
Horizon Kinetics
New York
+$1.68M
3
Invesco
Invesco
Georgia
+$657K
4
Wells Fargo
Wells Fargo
California
+$595K
5
Cohen & Steers
Cohen & Steers
New York
+$491K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.45M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$793K
3
Morgan Stanley
Morgan Stanley
New York
-$771K
4
PPA
Parametric Portfolio Associates
Washington
-$579K
5
SFS
Shaker Financial Services
Virginia
-$460K
Name Holding Trade Value Shares
Change 		Change in
Stake
USGIU
26
U.S. Global Investors (USGI)
Texas
$137K +$136K +5,000 New
GGPS
27
Gary Goldberg Planning Services
New York
$130K -$47.4K -1,740 -27%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$124K +$51.7K +1,900 +73%
MFS
29
MSI Financial Services
Massachusetts
$114K +$16.4K +601 +17%
NES
30
New England Securities
New York
$50K -$1.44K -53 -3%
US Bancorp
31
US Bancorp
Minnesota
$27K – – –
Ameriprise
32
Ameriprise
Minnesota
$26K -$4.66K -171 -15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$14K +$13.6K +500 New
TWA
34
TCI Wealth Advisors
Arizona
$10K +$191 +7 +2%
WA
35
WFG Advisors
Texas
$10K +$191 +7 +2%
GT
36
Glenmede Trust
Pennsylvania
$2K +$2.72K +100 New
PPA
37
Parametric Portfolio Associates
Washington
– -$579K -20,250 Closed
SFS
38
Shaker Financial Services
Virginia
– -$460K -16,100 Closed
DA
39
Doliver Advisors
Texas
– -$202K -7,062 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$4K -151 Closed
1
2

PKO Hedge Fund Activity: Q3 2013 in Review

36 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2013, worth a combined $75.2M — up 2.6% from $73.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PKO positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.31M. The largest seller was Bank of America, cutting an estimated $1.45M.

  • 36 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2013, up from 35 in Q2 2013.
  • Funds reported $75.2M of Pimco Income Opportunity Fund stock for Q3 2013, up 2.6% quarter-over-quarter.
  • 5 funds opened new Pimco Income Opportunity Fund positions in Q3 2013 and 4 closed out, a net change of +1 holder.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2013 was Guggenheim Capital, an estimated $4.31M added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2013 was Bank of America, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2013.