Clough Capital Partners’s KKR Income Opportunities Fund KIO Stock Holding History

Clough Capital Partners’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
2024 Q1	–	Sell	-617,415	Closed	-$7.76M	–	156
2023 Q4	$7.76M	Sell	617,415 -36,400	-6%	-$433K	0.86%	39
2023 Q3	$7.82M	Sell	653,815 -108,400	-14%	-$1.3M	0.84%	46
2023 Q2	$8.85M	Buy	762,215 +52,100	+7%	+$582K	0.89%	40
2023 Q1	$7.8M	Buy	+710,115	New	+$8.01M	0.84%	42
2019 Q1	–	Sell	-183,805	Closed	-$2.62M	–	150
2018 Q4	$2.62M	Buy	183,805 +66,500	+57%	+$1.03M	0.31%	74
2018 Q3	$1.93M	Sell	117,305 -55,096	-32%	-$921K	0.18%	78
2018 Q2	$2.85M	Hold	172,401	–	–	0.25%	75
2018 Q1	$2.74M	Buy	172,401 +112,500	+188%	+$1.78M	0.26%	77
2017 Q4	$961K	Buy	+59,901	New	+$989K	0.08%	83

Other funds holding KIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clough Capital Partners's KIO Position: Q1 2024 in Review

Clough Capital Partners sold out of KKR Income Opportunities Fund (KIO) in Q1 2024, closing a stake of 617,415 shares — an estimated $7.76M sold.

Clough Capital Partners first reported a position in KIO in Q4 2017 and held it in 9 quarters. The position peaked at $8.85M in Q2 2023. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

Clough Capital Partners reported no remaining KKR Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Clough Capital Partners sold 617,415 KKR Income Opportunities Fund shares in Q1 2024, an estimated $7.76M.
Clough Capital Partners first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 9 quarters.
Clough Capital Partners's KKR Income Opportunities Fund position peaked at $8.85M in Q2 2023.
55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on Clough Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.