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PKO

Pimco Income Opportunity Fund

Delisted

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

43 hedge funds and large institutions have $50.2M invested in Pimco Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less capital invested

Capital invested by funds: $52.3M → $50.2M (-$2.12M)

41% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 17

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.3M +$492K +20,941 +5%
Cohen & Steers
2
Cohen & Steers
New York
$8.1M -$3.42M -145,341 -29%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.4M -$77.2K -3,282 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.46M +$468K +19,907 +15%
Bank of America
5
Bank of America
North Carolina
$3M +$203K +8,627 +7%
Invesco
6
Invesco
Georgia
$2.92M +$35.1K +1,493 +1%
SPC
7
Sigma Planning Corp
Michigan
$2.65M -$17K -724 -0.6%
HKAM
8
Horizon Kinetics Asset Management
New York
$2.26M -$9.03K -384 -0.4%
UBS Group
9
UBS Group
Switzerland
$1.67M -$89.4K -3,803 -5%
ACM
10
Anfield Capital Management
California
$1.31M -$318K -13,536 -19%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.14M +$273K +11,631 +31%
LPL Financial
12
LPL Financial
California
$1.01M +$175K +7,424 +20%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$893K +$263K +11,191 +41%
Wells Fargo
14
Wells Fargo
California
$807K -$800K -34,027 -49%
KAS
15
Kestra Advisory Services
Texas
$767K +$781K +33,210 New
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$680K +$58.8K +2,500 +10%
FFS
17
Founders Financial Securities
Maryland
$614K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$491K -$106K -4,528 -18%
GC
19
Guggenheim Capital
Illinois
$436K -$199K -8,458 -31%
MML Investors Services
20
MML Investors Services
Massachusetts
$407K -$632K -26,864 -60%
IWM
21
IHT Wealth Management
Illinois
$346K +$352K +14,973 New
EVM
22
Eaton Vance Management
Massachusetts
$320K
RJFSA
23
Raymond James Financial Services Advisors
Florida
$317K +$76.9K +3,269 +31%
WIA
24
World Investment Advisors
California
$312K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$292K -$48.4K -2,057 -14%