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PKO

Pimco Income Opportunity Fund

Delisted

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

37 hedge funds and large institutions have $57.9M invested in Pimco Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

12% more funds holding

Funds holding: 3337 (+4)

1% more capital invested

Capital invested by funds: $57.6M → $57.9M (+$293K)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$16.2M
Morgan Stanley
2
Morgan Stanley
New York
$9.34M +$135K +4,969 +1%
Wells Fargo
3
Wells Fargo
California
$5.41M -$249K -9,175 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.3M +$98.4K +3,620 +3%
HK
5
Horizon Kinetics
New York
$3.25M -$447K -16,450 -12%
Invesco
6
Invesco
Georgia
$2.56M -$524K -19,261 -17%
WWMSC
7
Wagner Wealth Management (South Carolina)
South Carolina
$2.4M -$1.01K -37 -0%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$2.18M
MML Investors Services
9
MML Investors Services
Massachusetts
$2.05M +$247K +9,087 +14%
UBS Group
10
UBS Group
Switzerland
$1.85M -$57.3K -2,106 -3%
GC
11
Guggenheim Capital
Illinois
$1.59M +$378K +13,910 +31%
IA
12
IFP Advisors
Florida
$1.14M -$68K -2,499 -6%
First Trust Advisors
13
First Trust Advisors
Illinois
$952K +$13.9K +512 +1%
BAM
14
Bruderman Asset Management
New York
$874K -$132K -4,860 -13%
SPC
15
Sigma Planning Corp
Michigan
$718K +$414K +15,243 +138%
AG
16
Advisor Group
Arizona
$693K -$137K -5,050 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$653K -$222K -8,175 -25%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$464K +$169K +6,202 +58%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$435K +$432K +15,872 New
Bank of America
20
Bank of America
North Carolina
$391K -$14.7K -542 -4%
RJA
21
Raymond James & Associates
Florida
$328K +$326K +12,001 New
LPL Financial
22
LPL Financial
California
$235K -$243K -8,926 -51%
GIP
23
Granite Investment Partners
California
$235K
KA
24
Kovack Advisors
Florida
$227K +$226K +8,319 New
Citadel Advisors
25
Citadel Advisors
Florida
$201K +$200K +7,356 New

PKO Hedge Fund Activity: Q2 2018 in Review

37 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q2 2018, worth a combined $57.9M — up 0.51% from $57.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PKO positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $432K. The largest seller was JP Morgan Private Wealth Advisors, exiting entirely with an estimated $1.56M sold.

  • 37 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q2 2018, up from 33 in Q1 2018.
  • Funds reported $57.9M of Pimco Income Opportunity Fund stock for Q2 2018, up 0.51% quarter-over-quarter.
  • 6 funds opened new Pimco Income Opportunity Fund positions in Q2 2018 and 2 closed out, a net change of +4 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q2 2018 was Cetera Investment Advisers, an estimated $432K added.
  • The largest Pimco Income Opportunity Fund seller in Q2 2018 was JP Morgan Private Wealth Advisors, an estimated $1.56M sold.

Based on aggregated 13F filings for Q2 2018.