Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
50 hedge funds and large institutions have $67.1M invested in Pimco Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 8 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
4% more capital invested
Capital invested by funds: $64.6M → $67.1M (+$2.48M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less funds holding
Funds holding: 58 → 50 (-8)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.78M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$339K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$258K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$242K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$369K |
| 2 |
Cohen & Steers
New York
|
-$349K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$238K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$212K |
| 5 |
MWC
MBM Wealth Consultants
Chesterfield,
Missouri
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Citadel Advisors
Miami,
Florida
| – | -$238K | -9,051 | Closed |
|
|
52
Mercer Global Advisors
Denver,
Colorado
| – | -$212K | -8,066 | Closed |
|
|
MWC
53
MBM Wealth Consultants
Chesterfield,
Missouri
| – | -$180K | -6,849 | Closed |
|
|
FIA
54
FNY Investment Advisers
New York
| – | -$120K | -4,563 | Closed |
|
|
VBCG
55
Valley Brook Capital Group
Venetia,
Pennsylvania
| – | -$26K | -1,000 | Closed |
|
|
ACM
56
AUA Capital Management
Camp Hill,
Pennsylvania
| – | -$13K | -500 | Closed |
|
|
RWM
57
RBA Wealth Management
Newport Beach,
California
| – | -$7.23K | -275 | Closed |
|
PKO Hedge Fund Activity: Q2 2021 in Review
50 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q2 2021, worth a combined $67.1M — up 3.8% from $64.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PKO and 0 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 25 added.
The largest buyer was Morgan Stanley, adding an estimated $1.78M. The largest seller was Mid Atlantic Financial Management, cutting an estimated $369K.
- 50 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q2 2021, down from 58 in Q1 2021.
- Funds reported $67.1M of Pimco Income Opportunity Fund stock for Q2 2021, up 3.8% quarter-over-quarter.
- 0 funds opened new Pimco Income Opportunity Fund positions in Q2 2021 and 8 closed out, a net change of -8 holders.
- The largest Pimco Income Opportunity Fund buyer in Q2 2021 was Morgan Stanley, an estimated $1.78M added.
- The largest Pimco Income Opportunity Fund seller in Q2 2021 was Mid Atlantic Financial Management, an estimated $369K sold.
Based on aggregated 13F filings for Q2 2021.