Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
60 hedge funds and large institutions have $61M invested in Pimco Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
40% more funds holding
Funds holding: 43 → 60 (+17)
22% more capital invested
Capital invested by funds: $50.2M → $61M (+$10.8M)
28% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.55M |
| 2 |
IC
IEQ Capital
Foster City,
California
|
+$1.31M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$539K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$446K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$436K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.64M |
| 2 |
Cohen & Steers
New York
|
-$1.32M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$297K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$217K |
| 5 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$193K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFA
51
Reilly Financial Advisors
La Mesa,
California
| $8K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
D
53
Diversified
Wilmington,
Delaware
| $5K | +$4.72K | +197 | New |
|
|
OIM
54
Oder Investment Management
Woodland Hills,
California
| $4K | +$3.28K | +137 | New |
|
|
AWA
55
Arkadios Wealth Advisors
Atlanta,
Georgia
| $4K | +$4.36K | +182 | New |
|
|
APA
56
American Portfolios Advisors
Holbrook,
New York
| $3.89K | – | – | – |
|
|
TRCT
57
Tower Research Capital (TRC)
New York
| $3K | +$2.4K | +100 | New |
|
|
RA
58
Reby Advisors
Danbury,
Connecticut
| $3K | +$3.19K | +133 | New |
|
|
CTB
59
Country Trust Bank
Bloomington,
Illinois
| $1K | +$599 | +25 | New |
|
|
CSPIA
60
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$46K | -2,000 | Closed |
|
|
BFEC
61
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$12K | -525 | Closed |
|
62
Fidelity Investments
Boston,
Massachusetts
| – | +$24 | +1 | New |
|
PKO Hedge Fund Activity: Q4 2020 in Review
60 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2020, worth a combined $61M — up 22% from $50.2M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PKO positions and 2 closed out — a net gain of 17 holders — while 13 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.55M. The largest seller was Osaic Holdings, cutting an estimated $2.64M.
- 60 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2020, up from 43 in Q3 2020.
- Funds reported $61M of Pimco Income Opportunity Fund stock for Q4 2020, up 22% quarter-over-quarter.
- 19 funds opened new Pimco Income Opportunity Fund positions in Q4 2020 and 2 closed out, a net change of +17 holders.
- The largest Pimco Income Opportunity Fund buyer in Q4 2020 was Morgan Stanley, an estimated $1.55M added.
- The largest Pimco Income Opportunity Fund seller in Q4 2020 was Osaic Holdings, an estimated $2.64M sold.
Based on aggregated 13F filings for Q4 2020.