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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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39 hedge funds and large institutions have $61.2M invested in Pimco Income Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

0% more capital invested

Capital invested by funds: $61M → $61.2M (+$214K)

5% less funds holding

Funds holding: 41 → 39 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.08M
2
AG
Advisor Group
Arizona
+$472K
3
Morgan Stanley
Morgan Stanley
New York
+$316K
4
First Trust Advisors
First Trust Advisors
Illinois
+$298K
5
GIP
Granite Investment Partners
California
+$225K

Top Sellers

Rank Fund Capital Flow
1
SIA
SeaBridge Investment Advisors
New Jersey
-$1.57M
2
GC
Guggenheim Capital
Illinois
-$869K
3
IA
IFP Advisors
Florida
-$500K
4
HK
Horizon Kinetics
New York
-$493K
5
SIA
Sit Investment Associates
Minnesota
-$452K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
26
Granite Investment Partners
California
$223K +$225K +8,599 New
RJA
27
Raymond James & Associates
Florida
$215K -$25.9K -990 -11%
GWM
28
Geneos Wealth Management
Colorado
$103K +$62.7K +2,400 +150%
SIA
29
Sit Investment Associates
Minnesota
$80K -$452K -17,293 -85%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$74K – – –
NSIM
31
North Star Investment Management
Illinois
$39K – – –
CFG
32
CKW Financial Group
Hawaii
$23K – – –
BFEC
33
Benjamin F. Edwards & Company
Missouri
$14K – – –
ACM
34
AUA Capital Management
Pennsylvania
$13K – – –
LNB
35
Ledyard National Bank
$13K +$13.1K +500 New
CCM
36
Covington Capital Management
California
$9K – – –
Citigroup
37
Citigroup
New York
$8K -$16.4K -628 -66%
RFA
38
Reilly Financial Advisors
California
$8K – – –
IWM
39
IHT Wealth Management
Illinois
$2K – – –
SIA
40
SeaBridge Investment Advisors
New Jersey
– -$1.57M -59,755 Closed
NFG
41
Next Financial Group
Texas
– -$5K -200 Closed
PCM
42
Penserra Capital Management
California
– -$5K -192 Closed
FHA
43
First Horizon Advisors
Tennessee
– -$3K -148 Closed
ClearBridge Investments
44
ClearBridge Investments
New York
– -$1K -24 Closed
1
2

PKO Hedge Fund Activity: Q4 2017 in Review

39 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2017, worth a combined $61.2M — up 0.35% from $61M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PKO and 3 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 17 added.

The largest buyer was Bank of America, adding an estimated $1.08M. The largest seller was SeaBridge Investment Advisors, exiting entirely with an estimated $1.57M sold.

  • 39 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2017, down from 41 in Q3 2017.
  • Funds reported $61.2M of Pimco Income Opportunity Fund stock for Q4 2017, up 0.35% quarter-over-quarter.
  • 3 funds opened new Pimco Income Opportunity Fund positions in Q4 2017 and 5 closed out, a net change of -2 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q4 2017 was Bank of America, an estimated $1.08M added.
  • The largest Pimco Income Opportunity Fund seller in Q4 2017 was SeaBridge Investment Advisors, an estimated $1.57M sold.

Based on aggregated 13F filings for Q4 2017.