Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.27M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$693K |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$592K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$274K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$833K |
| 2 |
Cohen & Steers
New York
|
-$796K |
| 3 |
Morgan Stanley
New York
|
-$451K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$224K |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$192K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
51
Fortis Advisors
Wayne,
Pennsylvania
| $4K | +$3.55K | +130 | New |
|
|
FFS
52
Founders Financial Securities
Towson,
Maryland
| – | -$833K | -31,275 | Closed |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$224K | -8,428 | Closed |
|
|
CAN
54
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$134K | -5,017 | Closed |
|
|
GWAG
55
Garrett Wealth Advisory Group
Weatherford,
Texas
| – | -$18.1K | -680 | Closed |
|
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.