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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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41 hedge funds and large institutions have $63.5M invested in Pimco Income Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 14 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

8% more funds holding

Funds holding: 38 → 41 (+3)

4% more capital invested

Capital invested by funds: $61.1M → $63.5M (+$2.34M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$1.43M
2
FFS
Founders Financial Securities
Maryland
+$872K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$368K
4
IA
IFP Advisors
Florida
+$314K
5
DA
Doliver Advisors
Texas
+$270K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$2.91M
2
RCM
Robinson Capital Management
Michigan
-$1.13M
3
Morgan Stanley
Morgan Stanley
New York
-$351K
4
SFS
Shaker Financial Services
Virginia
-$285K
5
Invesco
Invesco
Georgia
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
26
Granite Investment Partners
California
$222K – – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$204K +$200K +8,231 New
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$183K +$179K +7,350 New
Creative Planning
29
Creative Planning
Kansas
$74K – – –
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$71K – – –
CFG
31
CKW Financial Group
Hawaii
$51K -$68.5K -2,814 -58%
BKA
32
Brick & Kyle Associates
Pennsylvania
$42K – – –
NSIM
33
North Star Investment Management
Illinois
$37K – – –
Citigroup
34
Citigroup
New York
$33K – – –
GWM
35
Geneos Wealth Management
Colorado
$26K +$949 +39 +4%
NFG
36
Next Financial Group
Texas
$13K -$45.5K -1,871 -79%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$13K – – –
ACM
38
AUA Capital Management
Pennsylvania
$12K – – –
RFA
39
Reilly Financial Advisors
California
$7K – – –
PCM
40
Penserra Capital Management
California
$5K -$608 -25 -11%
FHA
41
First Horizon Advisors
Tennessee
$3K +$219 +9 +7%
RCM
42
Robinson Capital Management
Michigan
– -$1.13M -48,837 Closed
SFS
43
Shaker Financial Services
Virginia
– -$285K -12,307 Closed
1
2

PKO Hedge Fund Activity: Q1 2017 in Review

41 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2017, worth a combined $63.5M — up 3.8% from $61.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PKO positions and 2 closed out — a net gain of 4 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $1.43M. The largest seller was Guggenheim Capital, cutting an estimated $2.91M.

  • 41 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2017, up from 38 in Q4 2016.
  • Funds reported $63.5M of Pimco Income Opportunity Fund stock for Q1 2017, up 3.8% quarter-over-quarter.
  • 6 funds opened new Pimco Income Opportunity Fund positions in Q1 2017 and 2 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q1 2017 was MML Investors Services, an estimated $1.43M added.
  • The largest Pimco Income Opportunity Fund seller in Q1 2017 was Guggenheim Capital, an estimated $2.91M sold.

Based on aggregated 13F filings for Q1 2017.