Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
41 hedge funds and large institutions have $74.1M invested in Pimco Income Opportunity Fund in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 7 closing their positions.
0.63% less ownership
Funds ownership: 20.04% → 19.41% (-0.63%)
1% less capital invested
Capital invested by funds: $75M → $74.1M (-$828K)
7% less funds holding
Funds holding: 44 → 41 (-3)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
47% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.43M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$443K |
| 3 |
VFS
VSR Financial Services
Overland Park,
Kansas
|
+$167K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$159K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$146K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.35M |
| 3 |
SG Americas Securities
New York
|
-$661K |
| 4 |
HK
Horizon Kinetics
New York
|
-$495K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$360K |
PKO Hedge Fund Activity: Q1 2015 in Review
41 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2015, worth a combined $74.1M — down 1.1% from $75M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PKO and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 9 added.
The largest buyer was Morgan Stanley, adding an estimated $2.43M. The largest seller was Guggenheim Capital, cutting an estimated $1.41M.
- 41 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2015, down from 44 in Q4 2014.
- Funds reported $74.1M of Pimco Income Opportunity Fund stock for Q1 2015, down 1.1% quarter-over-quarter.
- 6 funds opened new Pimco Income Opportunity Fund positions in Q1 2015 and 7 closed out, a net change of -1 holder.
- The largest Pimco Income Opportunity Fund buyer in Q1 2015 was Morgan Stanley, an estimated $2.43M added.
- The largest Pimco Income Opportunity Fund seller in Q1 2015 was Guggenheim Capital, an estimated $1.41M sold.
Based on aggregated 13F filings for Q1 2015.