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PKO

Pimco Income Opportunity Fund

Delisted

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

44 hedge funds and large institutions have $57.1M invested in Pimco Income Opportunity Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 10

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $51.7M → $57.1M (+$5.4M)

2% more funds holding

Funds holding: 4344 (+1)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$14.7M -$8.11K -310 -0.1%
Morgan Stanley
2
Morgan Stanley
New York
$10.7M -$6.56K -251 -0.1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.02M +$13K +497 +0.4%
HKAM
4
Horizon Kinetics Asset Management
New York
$2.77M +$2.72M +103,973 New
Invesco
5
Invesco
Georgia
$2.49M +$69.3K +2,651 +3%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.32M +$102K +3,916 +5%
Wells Fargo
7
Wells Fargo
California
$2.24M -$13.3K -510 -0.6%
ECA
8
Elevated Capital Advisors
Utah
$2.18M +$2.79M +106,622 New
UBS Group
9
UBS Group
Switzerland
$2.05M +$210K +8,035 +12%
Bank of America
10
Bank of America
North Carolina
$1.8M +$211K +8,078 +14%
SPC
11
Sigma Planning Corp
Michigan
$1.66M +$54.5K +2,084 +3%
GC
12
Guggenheim Capital
Illinois
$1.51M -$215K -8,216 -13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.51M +$131K +5,013 +10%
BAM
14
Bruderman Asset Management
New York
$1.23M +$61.5K +2,353 +5%
FFS
15
Founders Financial Securities
Maryland
$839K
LPL Financial
16
LPL Financial
California
$682K +$303K +11,601 +83%
AG
17
Advisor Group
Arizona
$633K +$15.2K +582 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$553K -$71.5K -2,733 -12%
RJA
19
Raymond James & Associates
Florida
$545K +$29.8K +1,141 +6%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$501K +$160K +6,102 +48%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$464K -$92.6K -3,540 -17%
EVM
22
Eaton Vance Management
Massachusetts
$383K +$376K +14,364 New
IWM
23
IHT Wealth Management
Illinois
$382K +$375K +14,342 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$346K -$77.7K -2,970 -19%
First Trust Advisors
25
First Trust Advisors
Illinois
$290K +$1.46K +56 +0.5%