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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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51 hedge funds and large institutions have $62.9M invested in Pimco Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $56.3M → $62.9M (+$6.58M)

6% more funds holding

Funds holding: 48 → 51 (+3)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$1.27M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$693K
3
FIA
Foundations Investment Advisors
Arizona
+$592K
4
Invesco
Invesco
Georgia
+$274K
5
GC
Guggenheim Capital
Illinois
+$250K

Top Sellers

Rank Fund Capital Flow
1
FFS
Founders Financial Securities
Maryland
-$833K
2
Cohen & Steers
Cohen & Steers
New York
-$796K
3
Morgan Stanley
Morgan Stanley
New York
-$451K
4
Citadel Advisors
Citadel Advisors
Florida
-$224K
5
BAM
Bruderman Asset Management
New York
-$192K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$492K +$73K +2,672 +18%
EVM
27
Eaton Vance Management
Massachusetts
$399K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$363K +$23.7K +867 +7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$356K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$325K -$35.8K -1,309 -10%
RJA
31
Raymond James & Associates
Florida
$266K -$186K -6,794 -42%
WIA
32
World Investment Advisors
California
$266K – – –
FIA
33
FNY Investment Advisers
New York
$247K +$138K +5,042 +131%
AWA
34
Arete Wealth Advisors
Illinois
$227K +$14.9K +544 +7%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$205K -$8.31K -304 -4%
TA
36
TFG Advisers
Michigan
$194K -$17.2K -629 -8%
GWM
37
Geneos Wealth Management
Colorado
$176K +$820 +30 +0.5%
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$81K – – –
AIC
39
Ameritas Investment Company
Nebraska
$54K – – –
NSIM
40
North Star Investment Management
Illinois
$42K – – –
VCP
41
Verus Capital Partners
Arizona
$18K +$18K +659 New
CFG
42
CKW Financial Group
Hawaii
$16K – – –
BFEC
43
Benjamin F. Edwards & Company
Missouri
$15K – – –
ACM
44
AUA Capital Management
Pennsylvania
$14K – – –
NFG
45
Next Financial Group
Texas
$14K – – –
Citigroup
46
Citigroup
New York
$9K – – –
CCM
47
Covington Capital Management
California
$9K – – –
RFA
48
Reilly Financial Advisors
California
$8K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$7K – – –
APA
50
American Portfolios Advisors
New York
$4.28K – – –
1
2
3

PKO Hedge Fund Activity: Q4 2019 in Review

51 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2019, worth a combined $62.9M — up 12% from $56.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PKO positions and 4 closed out — a net gain of 3 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $1.27M. The largest seller was Founders Financial Securities, exiting entirely with an estimated $833K sold.

  • 51 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2019, up from 48 in Q3 2019.
  • Funds reported $62.9M of Pimco Income Opportunity Fund stock for Q4 2019, up 12% quarter-over-quarter.
  • 7 funds opened new Pimco Income Opportunity Fund positions in Q4 2019 and 4 closed out, a net change of +3 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q4 2019 was Stifel Financial, an estimated $1.27M added.
  • The largest Pimco Income Opportunity Fund seller in Q4 2019 was Founders Financial Securities, an estimated $833K sold.

Based on aggregated 13F filings for Q4 2019.