Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
58 hedge funds and large institutions have $64.6M invested in Pimco Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.
6% more capital invested
Capital invested by funds: $61M → $64.6M (+$3.61M)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 60 → 58 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.92M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$591K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$369K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$232K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$218K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$1.38M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$607K |
| 3 |
Cohen & Steers
New York
|
-$455K |
| 4 |
LPL Financial
San Diego,
California
|
-$417K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$389K |
PKO Hedge Fund Activity: Q1 2021 in Review
58 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2021, worth a combined $64.6M — up 5.9% from $61M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PKO and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.
The largest buyer was Morgan Stanley, adding an estimated $2.92M. The largest seller was IEQ Capital, exiting entirely with an estimated $1.38M sold.
- 58 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2021, down from 60 in Q4 2020.
- Funds reported $64.6M of Pimco Income Opportunity Fund stock for Q1 2021, up 5.9% quarter-over-quarter.
- 7 funds opened new Pimco Income Opportunity Fund positions in Q1 2021 and 8 closed out, a net change of -1 holder.
- The largest Pimco Income Opportunity Fund buyer in Q1 2021 was Morgan Stanley, an estimated $2.92M added.
- The largest Pimco Income Opportunity Fund seller in Q1 2021 was IEQ Capital, an estimated $1.38M sold.
Based on aggregated 13F filings for Q1 2021.