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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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54 hedge funds and large institutions have $63.1M invested in Pimco Income Opportunity Fund in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

8% more funds holding

Funds holding: 50 → 54 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6% less capital invested

Capital invested by funds: $67.1M → $63.1M (-$4.07M)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MFW
Meristem Family Wealth
Minnesota
+$1.48M
2
Morgan Stanley
Morgan Stanley
New York
+$701K
3
Invesco
Invesco
Georgia
+$436K
4
RCM
Rivernorth Capital Management
Florida
+$421K
5
Osaic Holdings
Osaic Holdings
Arizona
+$314K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$1.07M
2
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
-$807K
3
GC
Guggenheim Capital
Illinois
-$405K
4
Cohen & Steers
Cohen & Steers
New York
-$339K
5
Stifel Financial
Stifel Financial
Missouri
-$227K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$326K – – –
IA
27
Insight Advisors
Pennsylvania
$316K – – –
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$308K -$34.2K -1,311 -9%
GLA
29
Good Life Advisors
Pennsylvania
$306K +$45K +1,725 +16%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$296K +$22K +843 +8%
MAG
31
MRA Advisory Group
New Jersey
$284K +$2.84K +109 +1%
EVM
32
Eaton Vance Management
Massachusetts
$272K -$3K -115 -1%
APA
33
American Portfolios Advisors
New York
$267K +$194K +7,434 +215%
IWM
34
IHT Wealth Management
Illinois
$260K -$114K -4,371 -29%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$236K +$21.5K +825 +9%
DAS
36
Dynamic Advisor Solutions
Arizona
$235K +$250K +9,572 New
BAM
37
Belpointe Asset Management
Nevada
$164K +$62.8K +2,405 +56%
GWM
38
Geneos Wealth Management
Colorado
$129K -$10.4K -400 -7%
JCM
39
Jacobi Capital Management
Pennsylvania
$121K +$129K +4,936 New
FIA
40
FNY Investment Advisers
New York
$110K +$117K +4,500 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$92K -$19.9K -763 -17%
CFG
42
CKW Financial Group
Hawaii
$67K +$31.4K +1,202 +79%
GLLW
43
Graves Light Lenhart Wealth
Virginia
$65K – – –
Koshinski Asset Management
44
Koshinski Asset Management
Illinois
$40.2K +$42.8K +1,640 New
NSIM
45
North Star Investment Management
Illinois
$37K – – –
SSC
46
Syverson Strege & Co
Iowa
$37K +$861 +33 +2%
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$25K – – –
Citigroup
48
Citigroup
New York
$19K -$172K -6,592 -89%
NFG
49
Next Financial Group
Texas
$12K – – –
CCM
50
Covington Capital Management
California
$8K – – –
1
2
3

PKO Hedge Fund Activity: Q3 2021 in Review

54 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2021, worth a combined $63.1M — down 6.1% from $67.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PKO positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Meristem Family Wealth, opening a new position worth an estimated $1.48M. The largest seller was Bank of America, cutting an estimated $1.07M.

  • 54 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2021, up from 50 in Q2 2021.
  • Funds reported $63.1M of Pimco Income Opportunity Fund stock for Q3 2021, down 6.1% quarter-over-quarter.
  • 8 funds opened new Pimco Income Opportunity Fund positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2021 was Meristem Family Wealth, an estimated $1.48M added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2021 was Bank of America, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2021.