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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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40 hedge funds and large institutions have $78.9M invested in Pimco Income Opportunity Fund in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

11% more funds holding

Funds holding: 36 → 40 (+4)

5% more capital invested

Capital invested by funds: $75.2M → $78.9M (+$3.69M)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
+$3.53M
2
GC
Guggenheim Capital
Illinois
+$1.17M
3
Invesco
Invesco
Georgia
+$1.04M
4
NPC
National Planning Corporation
California
+$431K
5
SG Americas Securities
SG Americas Securities
New York
+$265K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$3.39M
2
Cohen & Steers
Cohen & Steers
New York
-$1.08M
3
Bank of America
Bank of America
North Carolina
-$778K
4
Morgan Stanley
Morgan Stanley
New York
-$596K
5
U
UBS
Switzerland
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$255K +$37.3K +1,330 +17%
JP Morgan Chase
27
JP Morgan Chase
New York
$229K – – –
USGIU
28
U.S. Global Investors (USGI)
Texas
$141K – – –
UGIF
29
US Global Investors Funds
Maine
$141K +$140K +5,000 New
GGPS
30
Gary Goldberg Planning Services
New York
$136K +$2.1K +75 +2%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$106K -$21K -750 -17%
AIG
32
American International Group
New York
$104K -$40.7K -1,450 -28%
MFS
33
MSI Financial Services
Massachusetts
$103K -$13.8K -493 -12%
NES
34
New England Securities
New York
$52K +$140 +5 +0.3%
US Bancorp
35
US Bancorp
Minnesota
$28K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$16K +$16.3K +582 New
TWA
37
TCI Wealth Advisors
Arizona
$10K +$196 +7 +2%
WA
38
WFG Advisors
Texas
$10K +$224 +8 +2%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$8K +$8.39K +299 New
SSG
40
Summit Securities Group
New York
$3K +$2.81K +100 New
RJA
41
Raymond James & Associates
Florida
– -$376K -13,686 Closed
Ameriprise
42
Ameriprise
Minnesota
– -$26K -948 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
– -$14K -500 Closed
GT
44
Glenmede Trust
Pennsylvania
– -$2K -100 Closed
1
2

PKO Hedge Fund Activity: Q4 2013 in Review

40 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2013, worth a combined $78.9M — up 4.9% from $75.2M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PKO positions and 4 closed out — a net gain of 4 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Horizon Kinetics, adding an estimated $3.53M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.39M.

  • 40 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2013, up from 36 in Q3 2013.
  • Funds reported $78.9M of Pimco Income Opportunity Fund stock for Q4 2013, up 4.9% quarter-over-quarter.
  • 8 funds opened new Pimco Income Opportunity Fund positions in Q4 2013 and 4 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q4 2013 was Horizon Kinetics, an estimated $3.53M added.
  • The largest Pimco Income Opportunity Fund seller in Q4 2013 was Rivernorth Capital Management, an estimated $3.39M sold.

Based on aggregated 13F filings for Q4 2013.