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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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38 hedge funds and large institutions have $61.1M invested in Pimco Income Opportunity Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

6% less capital invested

Capital invested by funds: $64.9M → $61.1M (-$3.79M)

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
13
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.56M
2
GC
Guggenheim Capital
Illinois
+$545K
3
AG
Advisor Group
Arizona
+$282K
4
SFS
Shaker Financial Services
Virginia
+$280K
5
MFS
MSI Financial Services
Massachusetts
+$134K

Top Sellers

Rank Fund Capital Flow
1
NPC
National Planning Corporation
California
-$1.96M
2
LCM
Laurion Capital Management
New York
-$1.08M
3
HK
Horizon Kinetics
New York
-$864K
4
Invesco
Invesco
Georgia
-$793K
5
SIA
Sit Investment Associates
Minnesota
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
26
CKW Financial Group
Hawaii
$113K – – –
Creative Planning
27
Creative Planning
Kansas
$69K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$66K -$17.8K -781 -22%
NFG
29
Next Financial Group
Texas
$55K +$8.22K +361 +18%
BKA
30
Brick & Kyle Associates
Pennsylvania
$39K – – –
NSIM
31
North Star Investment Management
Illinois
$35K – – –
Citigroup
32
Citigroup
New York
$31K -$4.6K -202 -13%
GWM
33
Geneos Wealth Management
Colorado
$23K +$569 +25 +3%
ACM
34
AUA Capital Management
Pennsylvania
$12K +$11.4K +500 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$12K +$11.9K +525 New
RFA
36
Reilly Financial Advisors
California
$7K – – –
PCM
37
Penserra Capital Management
California
$5K +$592 +26 +12%
FHA
38
First Horizon Advisors
Tennessee
$3K – – –
LCM
39
Laurion Capital Management
New York
– -$1.08M -46,866 Closed
SIA
40
Sit Investment Associates
Minnesota
– -$734K -31,704 Closed
DA
41
Doliver Advisors
Texas
– -$607K -26,197 Closed
1
2

PKO Hedge Fund Activity: Q4 2016 in Review

38 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2016, worth a combined $61.1M — down 5.8% from $64.9M a quarter earlier.

Fund positioning in PKO was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 13 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.56M. The largest seller was National Planning Corporation, cutting an estimated $1.96M.

  • 38 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $61.1M of Pimco Income Opportunity Fund stock for Q4 2016, down 5.8% quarter-over-quarter.
  • 3 funds opened new Pimco Income Opportunity Fund positions in Q4 2016 and 3 closed out, a net change of 0 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q4 2016 was Morgan Stanley, an estimated $1.56M added.
  • The largest Pimco Income Opportunity Fund seller in Q4 2016 was National Planning Corporation, an estimated $1.96M sold.

Based on aggregated 13F filings for Q4 2016.