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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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48 hedge funds and large institutions have $56.3M invested in Pimco Income Opportunity Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

12% more funds holding

Funds holding: 43 → 48 (+5)

2% more capital invested

Capital invested by funds: $55.3M → $56.3M (+$1.01M)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFS
Founders Financial Securities
Maryland
+$839K
2
SPC
Sigma Planning Corp
Michigan
+$510K
3
Morgan Stanley
Morgan Stanley
New York
+$478K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$412K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$327K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.45M
2
Wells Fargo
Wells Fargo
California
-$578K
3
Creative Planning
Creative Planning
Kansas
-$203K
4
AG
Advisor Group
Arizona
-$123K
5
RJA
Raymond James & Associates
Florida
-$81.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$345K – – –
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$325K +$327K +12,198 New
WIA
28
World Investment Advisors
California
$255K – – –
Citadel Advisors
29
Citadel Advisors
Florida
$224K +$226K +8,428 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$204K -$12.3K -460 -6%
AWA
31
Arete Wealth Advisors
Illinois
$203K +$205K +7,636 New
TA
32
TFG Advisers
Michigan
$202K +$2.9K +108 +1%
GWM
33
Geneos Wealth Management
Colorado
$168K +$778 +29 +0.5%
CAN
34
Claraphi Advisory Network
United States
$134K +$135K +5,017 New
FIA
35
FNY Investment Advisers
New York
$102K +$97K +3,615 +1,488%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$78K – – –
AIC
37
Ameritas Investment Company
Nebraska
$52K +$52.1K +1,940 New
NSIM
38
North Star Investment Management
Illinois
$40K +$40.2K +1,500 New
GWAG
39
Garrett Wealth Advisory Group
Texas
$18.1K +$18.2K +680 New
CFG
40
CKW Financial Group
Hawaii
$15K – – –
BFEC
41
Benjamin F. Edwards & Company
Missouri
$14K – – –
ACM
42
AUA Capital Management
Pennsylvania
$13K – – –
NFG
43
Next Financial Group
Texas
$13K – – –
Citigroup
44
Citigroup
New York
$9K – – –
CCM
45
Covington Capital Management
California
$9K – – –
RFA
46
Reilly Financial Advisors
California
$8K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$7K – – –
APA
48
American Portfolios Advisors
New York
$4.1K – – –
Creative Planning
49
Creative Planning
Kansas
– -$203K -7,491 Closed
DWM
50
Doyle Wealth Management
Florida
– -$17K -617 Closed
1
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PKO Hedge Fund Activity: Q3 2019 in Review

48 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2019, worth a combined $56.3M — up 1.8% from $55.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PKO positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 9 trimmed.

The largest buyer was Founders Financial Securities, opening a new position worth an estimated $839K. The largest seller was Bank of America, cutting an estimated $1.45M.

  • 48 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2019, up from 43 in Q2 2019.
  • Funds reported $56.3M of Pimco Income Opportunity Fund stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 8 funds opened new Pimco Income Opportunity Fund positions in Q3 2019 and 3 closed out, a net change of +5 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2019 was Founders Financial Securities, an estimated $839K added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2019 was Bank of America, an estimated $1.45M sold.

Based on aggregated 13F filings for Q3 2019.