Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
40 hedge funds and large institutions have $62.4M invested in Pimco Income Opportunity Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.
0.68% less ownership
Funds ownership: 20.73% → 20.06% (-0.68%)
5% less capital invested
Capital invested by funds: $65.5M → $62.4M (-$3.12M)
11% less funds holding
Funds holding: 45 → 40 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.54M |
| 2 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$1.37M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.29M |
| 4 |
Cohen & Steers
New York
|
+$1.14M |
| 5 |
EWM
Edge Wealth Management
New York
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$2.14M |
| 2 |
Squarepoint
New York
|
-$936K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
-$838K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$708K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$618K |
PKO Hedge Fund Activity: Q1 2016 in Review
40 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q1 2016, worth a combined $62.4M — down 4.8% from $65.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PKO and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 8 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.54M. The largest seller was Laurion Capital Management, cutting an estimated $2.14M.
- 40 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q1 2016, down from 45 in Q4 2015.
- Funds reported $62.4M of Pimco Income Opportunity Fund stock for Q1 2016, down 4.8% quarter-over-quarter.
- 4 funds opened new Pimco Income Opportunity Fund positions in Q1 2016 and 9 closed out, a net change of -5 holders.
- The largest Pimco Income Opportunity Fund buyer in Q1 2016 was Shaker Financial Services, an estimated $1.54M added.
- The largest Pimco Income Opportunity Fund seller in Q1 2016 was Laurion Capital Management, an estimated $2.14M sold.
Based on aggregated 13F filings for Q1 2016.