We are live on ! Find out more
PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

Back to rankings

36 hedge funds and large institutions have $71.7M invested in Pimco Income Opportunity Fund in 2015 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $67.4M → $71.7M (+$4.25M)

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$9.1M
2
SIA
Sit Investment Associates
Minnesota
+$1.31M
3
CIA
Capital Investment Advisors
Georgia
+$547K
4
MIG
Mariner Investment Group
New York
+$359K
5
Creative Planning
Creative Planning
Kansas
+$161K

Top Sellers

Rank Fund Capital Flow
1
HK
Horizon Kinetics
New York
-$1.28M
2
DA
Doliver Advisors
Texas
-$1.1M
3
Wells Fargo
Wells Fargo
California
-$352K
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$333K
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$100K +$13K +557 +15%
MFS
27
MSI Financial Services
Massachusetts
$54K -$5.27K -226 -9%
BKA
28
Brick & Kyle Associates
Pennsylvania
$39K – – –
AIG
29
American International Group
New York
$37K -$4.66K -200 -11%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18.7K +800 New
Deutsche Bank
31
Deutsche Bank
Germany
$13K -$43.4K -1,862 -76%
CFG
32
CKW Financial Group
Hawaii
$13K – – –
DADC
33
D.A. Davidson & Co
Montana
$9K – – –
RFA
34
Reilly Financial Advisors
California
$7K – – –
WCM
35
Windsor Capital Management
Arizona
$2K +$2.33K +100 New
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$1K – – –
DA
37
Doliver Advisors
Texas
– -$1.1M -45,562 Closed
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
– -$333K -13,750 Closed
Baird Financial Group
39
Baird Financial Group
Wisconsin
– -$286K -11,800 Closed
TRCT
40
Tower Research Capital (TRC)
New York
– -$61K -2,507 Closed
BRWM
41
B. Riley Wealth Management
Tennessee
– -$12K -508 Closed
1
2

PKO Hedge Fund Activity: Q3 2015 in Review

36 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2015, worth a combined $71.7M — up 6.3% from $67.4M a quarter earlier.

Fund positioning in PKO was balanced in Q3 2015: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $9.1M. The largest seller was Horizon Kinetics, cutting an estimated $1.28M.

  • 36 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $71.7M of Pimco Income Opportunity Fund stock for Q3 2015, up 6.3% quarter-over-quarter.
  • 5 funds opened new Pimco Income Opportunity Fund positions in Q3 2015 and 5 closed out, a net change of 0 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2015 was UBS Group, an estimated $9.1M added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2015 was Horizon Kinetics, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2015.