We are live on ! Find out more
PKO

Pimco Income Opportunity Fund

Delisted

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

52 hedge funds and large institutions have $51.3M invested in Pimco Income Opportunity Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

2% more funds holding

Funds holding: 5152 (+1)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

19% less capital invested

Capital invested by funds: $62.9M → $51.3M (-$11.6M)

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
13
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
Foundations Investment Advisors
Arizona
$487K +$125K +4,837 +22%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$466K +$58.9K +2,283 +11%
AI
28
Atria Investments
North Carolina
$434K +$32.6K +1,266 +6%
LPL Financial
29
LPL Financial
California
$389K -$353K -13,685 -42%
TF
30
Trek Financial
Arizona
$379K -$25K -968 -5%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$298K +$43.9K +1,702 +13%
EVM
32
Eaton Vance Management
Massachusetts
$290K
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$277K +$52.6K +2,042 +17%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$261K -$26 -1 -0%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$134K +$171K +6,617 New
GWM
36
Geneos Wealth Management
Colorado
$125K
CAN
37
Claraphi Advisory Network
United States
$91K +$116K +4,485 New
APA
38
American Portfolios Advisors
New York
$88.4K +$109K +4,221 +2,741%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$53K -$7.74K -300 -10%
AIC
40
Ameritas Investment Company
Nebraska
$35K -$5.47K -212 -11%
NSIM
41
North Star Investment Management
Illinois
$30K
VCP
42
Verus Capital Partners
Arizona
$13K
BFEC
43
Benjamin F. Edwards & Company
Missouri
$11K
CFG
44
CKW Financial Group
Hawaii
$11K
ACM
45
AUA Capital Management
Pennsylvania
$10K
NFG
46
Next Financial Group
Texas
$10K
Citigroup
47
Citigroup
New York
$7K
CCM
48
Covington Capital Management
California
$7K
RFA
49
Reilly Financial Advisors
California
$6K
SPIA
50
Steward Partners Investment Advisory
New York
$4K +$5.78K +224 New

PKO Hedge Fund Activity: Q1 2020 in Review

52 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2020, worth a combined $51.3M — down 19% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PKO positions and 8 closed out — a net gain of 4 holders — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Landscape Capital Management, opening a new position worth an estimated $1.9M. The largest seller was MML Investors Services, cutting an estimated $2.02M.

  • 52 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2020, up from 51 in Q4 2019.
  • Funds reported $51.3M of Pimco Income Opportunity Fund stock for Q1 2020, down 19% quarter-over-quarter.
  • 12 funds opened new Pimco Income Opportunity Fund positions in Q1 2020 and 8 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q1 2020 was Landscape Capital Management, an estimated $1.9M added.
  • The largest Pimco Income Opportunity Fund seller in Q1 2020 was MML Investors Services, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2020.