PKO

Pimco Income Opportunity Fund
PKO

Overview Fund Activity
Delisted

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

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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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.03M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$379K
4
SWM
4
Spire Wealth Management
Virginia
$266K
5
Citadel Advisors
5
Citadel Advisors
Florida
$238K

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$984K
3
Cohen & Steers
3
Cohen & Steers
New York
$7.3M
4
LPL Financial
4
LPL Financial
California
$678K
5
HKAM
5
Horizon Kinetics Asset Management
New York
$1.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.4M 623,547 +114,096 +22%
Cohen & Steers
2
Cohen & Steers
New York
$7.3M 277,579 -17,780 -6%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.03M 191,111 +23,108 +14%
WWM
4
Wagner Wealth Management
South Carolina
$4.73M 179,706 +2,559 +1%
Bank of America
5
Bank of America
North Carolina
$3.98M 151,218 +2,932 +2%
Invesco
6
Invesco
Georgia
$3.47M 132,098 +1,207 +0.9%
SPC
7
Sigma Planning Corp
Michigan
$3.22M 122,577 -8,555 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.3M 87,370 +7,005 +9%
HKAM
9
Horizon Kinetics Asset Management
New York
$1.97M 74,751 -15,200 -17%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.76M 66,762 +8,508 +15%
UBS Group
11
UBS Group
Switzerland
$1.7M 64,569 +4,918 +8%
ACM
12
Anfield Capital Management
California
$1.23M 46,714 -3,948 -8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$984K 37,438 -23,714 -39%
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$878K 33,369 +2,900 +10%
Wells Fargo
15
Wells Fargo
California
$710K 26,984 -2,848 -10%
LPL Financial
16
LPL Financial
California
$678K 25,787 -16,294 -39%
KAS
17
Kestra Advisory Services
Texas
$607K 23,073 -1,075 -4%
FFS
18
Founders Financial Securities
Maryland
$584K 22,200 -2,575 -10%
MML Investors Services
19
MML Investors Services
Massachusetts
$523K 19,880 -158 -0.8%
GC
20
Guggenheim Capital
Illinois
$473K 17,967 -145 -0.8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$412K 15,655 -4,377 -22%
IWM
22
IHT Wealth Management
Illinois
$394K 14,973 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$379K 14,427 +14,427 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$377K 14,317 +782 +6%
WIA
25
World Investment Advisors
California
$346K 13,192 – –
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