Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
38 hedge funds and large institutions have $64.9M invested in Pimco Income Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 0 closing their positions.
12% more funds holding
Funds holding: 34 → 38 (+4)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
9% less capital invested
Capital invested by funds: $71.5M → $64.9M (-$6.58M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$1.1M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
+$617K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$310K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$289K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.58M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.58M |
| 3 |
HK
Horizon Kinetics
New York
|
-$2.38M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$977K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$958K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $222K | -$30.6K | -1,300 | -12% |
|
|
GIP
27
Granite Investment Partners
El Segundo,
California
| $207K | – | – | – |
|
|
CFG
28
CKW Financial Group
Honolulu,
Hawaii
| $113K | +$101K | +4,302 | +748% |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $84K | +$424 | +18 | +0.5% |
|
30
Creative Planning
Overland Park,
Kansas
| $69K | – | – | – |
|
|
NFG
31
Next Financial Group
Houston,
Texas
| $47K | +$47.3K | +2,010 | New |
|
|
BKA
32
Brick & Kyle Associates
Newtown,
Pennsylvania
| $39K | – | – | – |
|
33
Citigroup
New York
| $36K | -$31.5K | -1,340 | -47% |
|
|
NSIM
34
North Star Investment Management
Chicago,
Illinois
| $35K | – | – | – |
|
|
GWM
35
Geneos Wealth Management
Englewood,
Colorado
| $22K | +$565 | +24 | +2% |
|
|
RFA
36
Reilly Financial Advisors
La Mesa,
California
| $7K | – | – | – |
|
|
PCM
37
Penserra Capital Management
Orinda,
California
| $4K | +$1.22K | +52 | +33% |
|
|
FHA
38
First Horizon Advisors
Memphis,
Tennessee
| $3K | +$94 | +4 | +3% |
|
PKO Hedge Fund Activity: Q3 2016 in Review
38 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2016, worth a combined $64.9M — down 9.2% from $71.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PKO positions and 0 closed out — a net gain of 5 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.1M. The largest seller was Sit Investment Associates, cutting an estimated $2.58M.
- 38 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2016, up from 34 in Q2 2016.
- Funds reported $64.9M of Pimco Income Opportunity Fund stock for Q3 2016, down 9.2% quarter-over-quarter.
- 5 funds opened new Pimco Income Opportunity Fund positions in Q3 2016 and 0 closed out, a net change of +5 holders.
- The largest Pimco Income Opportunity Fund buyer in Q3 2016 was Laurion Capital Management, an estimated $1.1M added.
- The largest Pimco Income Opportunity Fund seller in Q3 2016 was Sit Investment Associates, an estimated $2.58M sold.
Based on aggregated 13F filings for Q3 2016.