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PKO

Pimco Income Opportunity Fund

Delisted

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

58 hedge funds and large institutions have $64.6M invested in Pimco Income Opportunity Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $61M → $64.6M (+$3.61M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 6058 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
58
Holders Change
-2
Holders Change %
-3.33%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.4M +$2.92M +114,096 +22%
Cohen & Steers
2
Cohen & Steers
New York
$7.3M -$455K -17,780 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.03M +$591K +23,108 +14%
WWMSC
4
Wagner Wealth Management (South Carolina)
South Carolina
$4.73M +$65.5K +2,559 +1%
Bank of America
5
Bank of America
North Carolina
$3.98M +$75K +2,932 +2%
Invesco
6
Invesco
Georgia
$3.47M +$30.9K +1,207 +0.9%
SPC
7
Sigma Planning Corp
Michigan
$3.22M -$219K -8,555 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.3M +$179K +7,005 +9%
HKAM
9
Horizon Kinetics Asset Management
New York
$1.97M -$389K -15,200 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.76M +$218K +8,508 +15%
UBS Group
11
UBS Group
Switzerland
$1.7M +$126K +4,918 +8%
ACM
12
Anfield Capital Management
California
$1.23M -$101K -3,948 -8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$984K -$607K -23,714 -39%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$878K +$74.2K +2,900 +10%
Wells Fargo
15
Wells Fargo
California
$710K -$72.9K -2,848 -10%
LPL Financial
16
LPL Financial
California
$678K -$417K -16,294 -39%
KAS
17
Kestra Advisory Services
Texas
$607K -$27.5K -1,075 -4%
FFS
18
Founders Financial Securities
Maryland
$584K -$65.9K -2,575 -10%
MML Investors Services
19
MML Investors Services
Massachusetts
$523K -$4.04K -158 -0.8%
GC
20
Guggenheim Capital
Illinois
$473K -$3.71K -145 -0.8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$412K -$112K -4,377 -22%
IWM
22
IHT Wealth Management
Illinois
$394K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$379K +$369K +14,427 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$377K +$20K +782 +6%
WIA
25
World Investment Advisors
California
$346K