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PKO

Pimco Income Opportunity Fund
PKO

Delisted

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

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58 hedge funds and large institutions have $64.6M invested in Pimco Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $61M → $64.6M (+$3.61M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 60 → 58 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
17
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.92M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$591K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$369K
4
Citadel Advisors
Citadel Advisors
Florida
+$232K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$218K

Top Sellers

Rank Fund Capital Flow
1
IC
IEQ Capital
California
-$1.38M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$607K
3
Cohen & Steers
Cohen & Steers
New York
-$455K
4
LPL Financial
LPL Financial
California
-$417K
5
HKAM
Horizon Kinetics Asset Management
New York
-$389K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$9K -$145K -5,649 -95%
CCM
52
Covington Capital Management
California
$9K – – –
RFA
53
Reilly Financial Advisors
California
$8K – – –
RWM
54
RBA Wealth Management
California
$7.23K +$7.04K +275 New
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$6K – – –
APA
56
American Portfolios Advisors
New York
$4.05K – – –
AWA
57
Arkadios Wealth Advisors
Georgia
$3K -$1.33K -52 -29%
IC
58
IEQ Capital
California
– -$1.38M -54,567 Closed
IA
59
Inspire Advisors
Idaho
– -$215K -8,490 Closed
AWA
60
Arete Wealth Advisors
Illinois
– -$204K -8,087 Closed
MA
61
MJP Associates
Connecticut
– -$204K -8,087 Closed
D
62
Diversified
Delaware
– -$5K -197 Closed
OIM
63
Oder Investment Management
California
– -$4K -137 Closed
TRCT
64
Tower Research Capital (TRC)
New York
– -$3K -100 Closed
CTB
65
Country Trust Bank
Illinois
– -$1K -25 Closed
1 2
3

PKO Hedge Fund Activity: Q1 2021 in Review

58 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2021, worth a combined $64.6M — up 5.9% from $61M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PKO and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 17 added.

The largest buyer was Morgan Stanley, adding an estimated $2.92M. The largest seller was IEQ Capital, exiting entirely with an estimated $1.38M sold.

  • 58 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2021, down from 60 in Q4 2020.
  • Funds reported $64.6M of Pimco Income Opportunity Fund stock for Q1 2021, up 5.9% quarter-over-quarter.
  • 7 funds opened new Pimco Income Opportunity Fund positions in Q1 2021 and 8 closed out, a net change of -1 holder.
  • The largest Pimco Income Opportunity Fund buyer in Q1 2021 was Morgan Stanley, an estimated $2.92M added.
  • The largest Pimco Income Opportunity Fund seller in Q1 2021 was IEQ Capital, an estimated $1.38M sold.

Based on aggregated 13F filings for Q1 2021.