Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
37 hedge funds and large institutions have $57.9M invested in Pimco Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12% more funds holding
Funds holding: 33 → 37 (+4)
1% more capital invested
Capital invested by funds: $57.6M → $57.9M (+$293K)
46% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$432K |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$414K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$378K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$326K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$247K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$1.56M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$881K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$524K |
| 4 |
HK
Horizon Kinetics
New York
|
-$447K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$249K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $71K | -$82.4K | -3,030 | -54% |
|
|
NSIM
27
North Star Investment Management
Chicago,
Illinois
| $41K | – | – | – |
|
|
CFG
28
CKW Financial Group
Honolulu,
Hawaii
| $29K | – | – | – |
|
|
BCA
29
Bay Colony Advisors
Concord,
Massachusetts
| $19K | +$19.1K | +703 | New |
|
|
ACM
30
AUA Capital Management
Camp Hill,
Pennsylvania
| $14K | – | – | – |
|
|
BFEC
31
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $14K | – | – | – |
|
|
LNB
32
Ledyard National Bank
| $14K | – | – | – |
|
33
Citigroup
New York
| $9K | – | – | – |
|
|
CCM
34
Covington Capital Management
Los Angeles,
California
| $9K | – | – | – |
|
|
RFA
35
Reilly Financial Advisors
La Mesa,
California
| $8K | – | – | – |
|
36
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $7K | -$70.7K | -2,601 | -91% |
|
|
FIA
37
FNY Investment Advisers
New York
| $2K | +$2.45K | +90 | New |
|
|
JMPWA
38
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$1.56M | -59,737 | Closed |
|
|
FFS
39
Founders Financial Securities
Towson,
Maryland
| – | -$881K | -33,655 | Closed |
|
PKO Hedge Fund Activity: Q2 2018 in Review
37 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q2 2018, worth a combined $57.9M — up 0.51% from $57.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PKO positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 13 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $432K. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $1.56M sold.
- 37 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q2 2018, up from 33 in Q1 2018.
- Funds reported $57.9M of Pimco Income Opportunity Fund stock for Q2 2018, up 0.51% quarter-over-quarter.
- 6 funds opened new Pimco Income Opportunity Fund positions in Q2 2018 and 2 closed out, a net change of +4 holders.
- The largest Pimco Income Opportunity Fund buyer in Q2 2018 was Cetera Investment Advisers, an estimated $432K added.
- The largest Pimco Income Opportunity Fund seller in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.56M sold.
Based on aggregated 13F filings for Q2 2018.