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PKO

Pimco Income Opportunity Fund

Delisted

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

43 hedge funds and large institutions have $73M invested in Pimco Income Opportunity Fund in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 4043 (+3)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

7% less capital invested

Capital invested by funds: $78.9M → $73M (-$5.9M)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWR
26
McAdams Wright Ragen
Washington
$279K
JP Morgan Chase
27
JP Morgan Chase
New York
$229K
GGPS
28
Gary Goldberg Planning Services
New York
$212K +$77.4K +2,695 +56%
ICAS
29
Investors Capital Advisory Services
Massachusetts
$212K +$216K +7,523 New
USGIU
30
U.S. Global Investors (USGI)
Texas
$142K
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$142K +$36.8K +1,281 +34%
AIG
32
American International Group
New York
$104K
MFS
33
MSI Financial Services
Massachusetts
$102K -$632 -22 -0.6%
VCM
34
Vigilant Capital Management
Maine
$58K +$59K +2,054 New
NES
35
New England Securities
New York
$50K -$1.44K -50 -3%
BRWM
36
B. Riley Wealth Management
Tennessee
$44K +$44.9K +1,562 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$31K +$31.6K +1,100 New
US Bancorp
38
US Bancorp
Minnesota
$28K
SSG
39
Summit Securities Group
New York
$26K +$23.4K +814 +814%
CFG
40
CKW Financial Group
Hawaii
$16K +$16.5K +575 New
WA
41
WFG Advisors
Texas
$11K +$431 +15 +4%
DADC
42
D.A. Davidson & Co
Montana
$11K +$11.5K +400 New
GT
43
Glenmede Trust
Pennsylvania
$2K +$2.87K +100 New
RCM
44
Rivernorth Capital Management
Florida
-$1.78M -62,859 Closed
SG Americas Securities
45
SG Americas Securities
New York
-$267K -9,437 Closed
SFS
46
Shaker Financial Services
Virginia
-$257K -9,100 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$16K -582 Closed
TWA
48
TCI Wealth Advisors
Arizona
-$10K -354 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
-$8K -299 Closed

PKO Hedge Fund Activity: Q1 2014 in Review

43 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2014, worth a combined $73M — down 7.5% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PKO positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Invesco, adding an estimated $2.07M. The largest seller was Guggenheim Capital, cutting an estimated $5.82M.

  • 43 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2014, up from 40 in Q4 2013.
  • Funds reported $73M of Pimco Income Opportunity Fund stock for Q1 2014, down 7.5% quarter-over-quarter.
  • 10 funds opened new Pimco Income Opportunity Fund positions in Q1 2014 and 6 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q1 2014 was Invesco, an estimated $2.07M added.
  • The largest Pimco Income Opportunity Fund seller in Q1 2014 was Guggenheim Capital, an estimated $5.82M sold.

Based on aggregated 13F filings for Q1 2014.