Pimco Income Opportunity Fund
PKO
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.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
2% more funds holding
Funds holding: 51 → 52 (+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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$1.9M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.34M |
| 3 |
FSA
Financial Sense Advisors
San Diego,
California
|
+$1.31M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.11M |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.02M |
| 2 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$811K |
| 3 |
LPL Financial
San Diego,
California
|
-$353K |
| 4 |
Cohen & Steers
New York
|
-$348K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$266K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
51
Fortis Advisors
Wayne,
Pennsylvania
| $3K | – | – | – |
|
|
BAM
52
Bruderman Asset Management
Locust Valley,
New York
| – | -$811K | -29,162 | Closed |
|
|
RJA
53
Raymond James & Associates
St Petersburg,
Florida
| – | -$266K | -9,575 | Closed |
|
|
WIA
54
World Investment Advisors
Santa Barbara,
California
| – | -$266K | -9,515 | Closed |
|
|
FIA
55
FNY Investment Advisers
New York
| – | -$247K | -8,900 | Closed |
|
|
AWA
56
Arete Wealth Advisors
Chicago,
Illinois
| – | -$227K | -8,180 | Closed |
|
|
RJFSA
57
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$205K | -7,368 | Closed |
|
|
TA
58
TFG Advisers
Auburn Hills,
Michigan
| – | -$194K | -6,982 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$7K | -246 | Closed |
|
60
Fidelity Investments
Boston,
Massachusetts
| – | +$77 | +3 | 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.