Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
43 hedge funds and large institutions have $51.7M invested in Pimco Income Opportunity Fund in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
10% more funds holding
Funds holding: 39 → 43 (+4)
0.34% less ownership
Funds ownership: 13.51% → 13.17% (-0.34%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
8% less capital invested
Capital invested by funds: $56.4M → $51.7M (-$4.72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$822K |
| 2 |
Morgan Stanley
New York
|
+$405K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$276K |
| 4 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$266K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$395K |
| 2 |
PVWM
Point View Wealth Management
Summit,
New Jersey
|
-$236K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$159K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$113K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$96.8K |
PKO Hedge Fund Activity: Q4 2018 in Review
43 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q4 2018, worth a combined $51.7M — down 8.4% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PKO positions and 3 closed out — a net gain of 5 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $822K. The largest seller was Cohen & Steers, cutting an estimated $395K.
- 43 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q4 2018, up from 39 in Q3 2018.
- Funds reported $51.7M of Pimco Income Opportunity Fund stock for Q4 2018, down 8.4% quarter-over-quarter.
- 8 funds opened new Pimco Income Opportunity Fund positions in Q4 2018 and 3 closed out, a net change of +5 holders.
- The largest Pimco Income Opportunity Fund buyer in Q4 2018 was Ladenburg Thalmann Financial Services, an estimated $822K added.
- The largest Pimco Income Opportunity Fund seller in Q4 2018 was Cohen & Steers, an estimated $395K sold.
Based on aggregated 13F filings for Q4 2018.