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Bluefin Capital Management’s KKR Income Opportunities Fund KIO Stock Holding History

Bluefin Capital Management’s Portfolio KIO Stock Details KIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-21,402
Closed -$248K – 639
2022
Q2 		$248K Buy
21,402
+6,482
+43% +$84.5K 0.03% 269
2022
Q1 		$215K Buy
+14,920
New +$228K 0.02% 315

Other funds holding KIO

AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Bluefin Capital Management's KIO Position: Q3 2022 in Review

Bluefin Capital Management sold out of KKR Income Opportunities Fund (KIO) in Q3 2022, closing a stake of 21,402 shares — an estimated $248K sold.

Bluefin Capital Management first reported a position in KIO in Q1 2022 and held it in 2 quarters. The position peaked at $248K in Q2 2022. 53 funds tracked by Wall St. Rank hold KIO as of Q3 2022.

  • Bluefin Capital Management reported no remaining KKR Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • Bluefin Capital Management sold 21,402 KKR Income Opportunities Fund shares in Q3 2022, an estimated $248K.
  • Bluefin Capital Management first reported a position in KKR Income Opportunities Fund in Q1 2022 and held it in 2 quarters.
  • Bluefin Capital Management's KKR Income Opportunities Fund position peaked at $248K in Q2 2022.
  • 53 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2022.

Based on Bluefin Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.