We are live on ! Find out more
PKO

Pimco Income Opportunity Fund

Delisted

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

44 hedge funds and large institutions have $75M invested in Pimco Income Opportunity Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% less funds holding

Funds holding: 4544 (-1)

8% less capital invested

Capital invested by funds: $81.4M → $75M (-$6.44M)

21% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 14

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIP
26
Granite Investment Partners
California
$255K
ICAS
27
Investors Capital Advisory Services
Massachusetts
$253K
Creative Planning
28
Creative Planning
Kansas
$244K -$8.09K -300 -3%
JP Morgan Chase
29
JP Morgan Chase
New York
$244K +$44.3K +1,641 +20%
VKH
30
Virtu KCG Holdings
New York
$232K -$191K -7,079 -43%
Citigroup
31
Citigroup
New York
$109K -$55.8K -2,067 -32%
MFS
32
MSI Financial Services
Massachusetts
$92K -$29.9K -1,110 -23%
TC
33
TradeLink Capital
Illinois
$90K +$97.1K +3,600 New
AIG
34
American International Group
New York
$74.6K -$45.9K -1,700 -36%
Deutsche Bank
35
Deutsche Bank
Germany
$55K +$60.1K +2,230 New
VCM
36
Vigilant Capital Management
Maine
$51K
BKA
37
Brick & Kyle Associates
Pennsylvania
$43K +$45.9K +1,700 New
BRWM
38
B. Riley Wealth Management
Tennessee
$41K +$863 +32 +2%
US Bancorp
39
US Bancorp
Minnesota
$25K
NES
40
New England Securities
New York
$15K -$26.6K -987 -63%
CFG
41
CKW Financial Group
Hawaii
$14K
DADC
42
D.A. Davidson & Co
Montana
$10K
IC
43
Intersect Capital
California
$3K +$5.39K +200 New
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$1K
PWM
45
ParenteBeard Wealth Management
Pennsylvania
-$725K -26,279 Closed
AQR Capital Management
46
AQR Capital Management
Connecticut
-$296K -10,743 Closed
Goldman Sachs
47
Goldman Sachs
New York
-$248K -8,989 Closed
CNB
48
City National Bank
California
-$221K -8,000 Closed
MHS
49
M Holdings Securities
Oregon
-$111K -4,013 Closed
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
-$103K -3,718 Closed

PKO Hedge Fund Activity: Q4 2014 in Review

44 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2014, worth a combined $75M — down 7.9% from $81.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PKO positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 14 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $2.61M. The largest seller was Bank of America, cutting an estimated $1.4M.

  • 44 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2014, down from 45 in Q3 2014.
  • Funds reported $75M of Pimco Income Opportunity Fund stock for Q4 2014, down 7.9% quarter-over-quarter.
  • 10 funds opened new Pimco Income Opportunity Fund positions in Q4 2014 and 8 closed out, a net change of +2 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q4 2014 was Guggenheim Capital, an estimated $2.61M added.
  • The largest Pimco Income Opportunity Fund seller in Q4 2014 was Bank of America, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2014.