Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
43 hedge funds and large institutions have $52.3M invested in Pimco Income Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 15 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
2% more capital invested
Capital invested by funds: $51.3M → $52.3M (+$1.04M)
17% less funds holding
Funds holding: 52 → 43 (-9)
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.32M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$701K |
| 3 |
LPL Financial
San Diego,
California
|
+$366K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$292K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$285K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.6M |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$1.49M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.05M |
| 4 |
FSA
Financial Sense Advisors
San Diego,
California
|
-$1.03M |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$870K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
51
Atria Investments
Charlotte,
North Carolina
| – | -$434K | -21,472 | Closed |
|
|
TF
52
Trek Financial
Scottsdale,
Arizona
| – | -$379K | -18,753 | Closed |
|
|
CAN
53
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$91K | -4,485 | Closed |
|
|
AIC
54
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$35K | -1,728 | Closed |
|
|
NFG
55
Next Financial Group
Houston,
Texas
| – | -$10K | -500 | Closed |
|
|
SPIA
56
Steward Partners Investment Advisory
New York
| – | -$4K | -224 | Closed |
|
|
FA
57
Fortis Advisors
Wayne,
Pennsylvania
| – | -$3K | -130 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$42 | -2 | -67% |
|
PKO Hedge Fund Activity: Q2 2020 in Review
43 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q2 2020, worth a combined $52.3M — up 2% from $51.3M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of PKO and 7 opened new positions — a net loss of 8 holders — while 12 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $1.32M. The largest seller was Osaic Holdings, cutting an estimated $12.6M.
- 43 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q2 2020, down from 52 in Q1 2020.
- Funds reported $52.3M of Pimco Income Opportunity Fund stock for Q2 2020, up 2% quarter-over-quarter.
- 7 funds opened new Pimco Income Opportunity Fund positions in Q2 2020 and 15 closed out, a net change of -8 holders.
- The largest Pimco Income Opportunity Fund buyer in Q2 2020 was Bank of America, an estimated $1.32M added.
- The largest Pimco Income Opportunity Fund seller in Q2 2020 was Osaic Holdings, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2020.