Pimco Income Opportunity Fund
PKO
PKO was delisted on the 10th of December, 2021.
43 hedge funds and large institutions have $55.3M invested in Pimco Income Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
0.81% less ownership
Funds ownership: 13.63% → 12.83% (-0.81%)
3% less capital invested
Capital invested by funds: $57.1M → $55.3M (-$1.77M)
2% less funds holding
Funds holding: 44 → 43 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$567K |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$401K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$338K |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$328K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$839K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$817K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$590K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$290K |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
-$271K |
PKO Hedge Fund Activity: Q2 2019 in Review
43 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Pimco Income Opportunity Fund (PKO) for Q2 2019, worth a combined $55.3M — down 3.1% from $57.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PKO positions and 4 closed out — a net gain of 1 holder — while 14 added to existing stakes and 12 trimmed.
The largest buyer was IHT Wealth Management, adding an estimated $567K. The largest seller was Founders Financial Securities, exiting entirely with an estimated $839K sold.
- 43 institutional investors held Pimco Income Opportunity Fund (PKO) as of Q2 2019, down from 44 in Q1 2019.
- Funds reported $55.3M of Pimco Income Opportunity Fund stock for Q2 2019, down 3.1% quarter-over-quarter.
- 5 funds opened new Pimco Income Opportunity Fund positions in Q2 2019 and 4 closed out, a net change of +1 holder.
- The largest Pimco Income Opportunity Fund buyer in Q2 2019 was IHT Wealth Management, an estimated $567K added.
- The largest Pimco Income Opportunity Fund seller in Q2 2019 was Founders Financial Securities, an estimated $839K sold.
Based on aggregated 13F filings for Q2 2019.