We are live on ! Find out more
PKO

Pimco Income Opportunity Fund

Delisted

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

41 hedge funds and large institutions have $61M invested in Pimco Income Opportunity Fund in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3941 (+2)

9% less capital invested

Capital invested by funds: $66.8M → $61M (-$5.82M)

31% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 16

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% 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
11
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$248K +$869 +33 +0.4%
RJA
27
Raymond James & Associates
Florida
$245K +$244K +9,285 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$75K
GWM
29
Geneos Wealth Management
Colorado
$42K +$13.8K +524 +49%
NSIM
30
North Star Investment Management
Illinois
$40K
Citigroup
31
Citigroup
New York
$25K -$10.1K -385 -29%
CFG
32
CKW Financial Group
Hawaii
$23K
BFEC
33
Benjamin F. Edwards & Company
Missouri
$14K
ACM
34
AUA Capital Management
Pennsylvania
$13K
CCM
35
Covington Capital Management
California
$9K +$8.9K +338 New
RFA
36
Reilly Financial Advisors
California
$8K
NFG
37
Next Financial Group
Texas
$5K -$7.9K -300 -60%
PCM
38
Penserra Capital Management
California
$5K -$1.1K -42 -18%
FHA
39
First Horizon Advisors
Tennessee
$3K +$26 +1 +0.7%
IWM
40
IHT Wealth Management
Illinois
$2K
ClearBridge Investments
41
ClearBridge Investments
New York
$1K +$632 +24 New
NPC
42
National Planning Corporation
California
-$549K -20,448 Closed
GIP
43
Granite Investment Partners
California
-$231K -8,599 Closed
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
-$223K -8,287 Closed
Creative Planning
45
Creative Planning
Kansas
-$81K -3,000 Closed

PKO Hedge Fund Activity: Q3 2017 in Review

41 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2017, worth a combined $61M — down 8.7% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PKO positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 16 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $554K. The largest seller was Morgan Stanley, cutting an estimated $2.61M.

  • 41 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2017, up from 39 in Q2 2017.
  • Funds reported $61M of Pimco Income Opportunity Fund stock for Q3 2017, down 8.7% quarter-over-quarter.
  • 6 funds opened new Pimco Income Opportunity Fund positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2017 was First Trust Advisors, an estimated $554K added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2017 was Morgan Stanley, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2017.