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PKO

Pimco Income Opportunity Fund

Delisted

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

39 hedge funds and large institutions have $56.4M invested in Pimco Income Opportunity Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

5% more funds holding

Funds holding: 3739 (+2)

3% less capital invested

Capital invested by funds: $57.9M → $56.4M (-$1.51M)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$15.7M -$661K -24,100 -4%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M +$1.2M +43,758 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.18M -$162K -5,908 -5%
HK
4
Horizon Kinetics
New York
$3.18M -$106K -3,878 -3%
Invesco
5
Invesco
Georgia
$2.48M -$110K -4,017 -4%
Wells Fargo
6
Wells Fargo
California
$2.44M -$3.01M -109,585 -55%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.22M +$141K +5,136 +7%
WWMSC
8
Wagner Wealth Management (South Carolina)
South Carolina
$2.13M -$292K -10,647 -12%
UBS Group
9
UBS Group
Switzerland
$1.92M +$44.5K +1,621 +2%
GC
10
Guggenheim Capital
Illinois
$1.91M +$299K +10,894 +19%
Bank of America
11
Bank of America
North Carolina
$1.68M +$1.27M +46,376 +324%
SPC
12
Sigma Planning Corp
Michigan
$1.54M +$805K +29,343 +112%
IA
13
IFP Advisors
Florida
$1.07M -$82.6K -3,010 -7%
BAM
14
Bruderman Asset Management
New York
$916K +$32.3K +1,176 +4%
FFS
15
Founders Financial Securities
Maryland
$867K +$862K +31,405 New
AG
16
Advisor Group
Arizona
$670K -$31.7K -1,154 -5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$648K -$12.3K -450 -2%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$547K +$77.5K +2,823 +17%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$532K -$1.76M -64,193 -77%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$438K
RJA
21
Raymond James & Associates
Florida
$420K +$88.6K +3,229 +27%
LPL Financial
22
LPL Financial
California
$347K +$109K +3,977 +46%
GIP
23
Granite Investment Partners
California
$237K
PVWM
24
Point View Wealth Management
New Jersey
$236K +$235K +8,558 New
GWM
25
Geneos Wealth Management
Colorado
$213K +$141K +5,126 +197%

PKO Hedge Fund Activity: Q3 2018 in Review

39 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q3 2018, worth a combined $56.4M — down 2.6% from $57.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PKO positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Bank of America, adding an estimated $1.27M. The largest seller was Wells Fargo, cutting an estimated $3.01M.

  • 39 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q3 2018, up from 37 in Q2 2018.
  • Funds reported $56.4M of Pimco Income Opportunity Fund stock for Q3 2018, down 2.6% quarter-over-quarter.
  • 6 funds opened new Pimco Income Opportunity Fund positions in Q3 2018 and 4 closed out, a net change of +2 holders.
  • The largest Pimco Income Opportunity Fund buyer in Q3 2018 was Bank of America, an estimated $1.27M added.
  • The largest Pimco Income Opportunity Fund seller in Q3 2018 was Wells Fargo, an estimated $3.01M sold.

Based on aggregated 13F filings for Q3 2018.