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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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45 hedge funds and large institutions have $81.4M invested in Pimco Income Opportunity Fund in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

10% more funds holding

Funds holding: 41 → 45 (+4)

5% more capital invested

Capital invested by funds: $77.3M → $81.4M (+$4.11M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$5.67M
2
Wells Fargo
Wells Fargo
California
+$852K
3
Invesco
Invesco
Georgia
+$715K
4
Bank of America
Bank of America
North Carolina
+$543K
5
AQR Capital Management
AQR Capital Management
Connecticut
+$308K

Top Sellers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
-$516K
2
Citigroup
Citigroup
New York
-$376K
3
Creative Planning
Creative Planning
Kansas
-$134K
4
LPL Financial
LPL Financial
California
-$91.6K
5
FAAS
First Allied Advisory Services
California
-$82.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$277K -$134K -4,688 -32%
Goldman Sachs
27
Goldman Sachs
New York
$248K +$257K +8,989 New
GGPS
28
Gary Goldberg Planning Services
New York
$247K +$20K +700 +8%
JP Morgan Chase
29
JP Morgan Chase
New York
$223K – – –
CNB
30
City National Bank
California
$221K +$229K +8,000 New
Citigroup
31
Citigroup
New York
$177K -$376K -13,133 -67%
MFS
32
MSI Financial Services
Massachusetts
$132K +$31.8K +1,110 +30%
AIG
33
American International Group
New York
$129K +$37.2K +1,300 +38%
MHS
34
M Holdings Securities
Oregon
$111K +$115K +4,013 New
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$103K +$106K +3,718 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$97K +$10K +350 +11%
VCM
37
Vigilant Capital Management
Maine
$57K – – –
BRWM
38
B. Riley Wealth Management
Tennessee
$44K +$630 +22 +1%
NES
39
New England Securities
New York
$43K – – –
US Bancorp
40
US Bancorp
Minnesota
$28K – – –
CFG
41
CKW Financial Group
Hawaii
$16K – – –
NFG
42
Next Financial Group
Texas
$14K +$14.3K +500 New
DADC
43
D.A. Davidson & Co
Montana
$11K – – –
WA
44
WFG Advisors
Texas
$11K +$229 +8 +2%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1K – – –
BRWA
46
B. Riley Wealth Advisors
Florida
– -$28.1K -960 Closed
GSC
47
Ground Swell Capital
South Carolina
– -$3K -100 Closed
1
2

PKO Hedge Fund Activity: Q3 2014 in Review

45 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2014, worth a combined $81.4M — up 5.3% from $77.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PKO positions and 2 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $5.67M. The largest seller was Horizon Kinetics, cutting an estimated $516K.

  • 45 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2014, up from 41 in Q2 2014.
  • Funds reported $81.4M of Pimco Income Opportunity Fund stock for Q3 2014, up 5.3% quarter-over-quarter.
  • 6 funds opened new Pimco Income Opportunity Fund positions in Q3 2014 and 2 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2014 was Guggenheim Capital, an estimated $5.67M added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2014 was Horizon Kinetics, an estimated $516K sold.

Based on aggregated 13F filings for Q3 2014.