YCM
KIO

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

Yakira 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
2023
Q4 		– Sell
-25,152
Closed -$301K – 337
2023
Q3 		$301K Sell
25,152
-18,163
-42% -$217K 0.08% 131
2023
Q2 		$503K Hold
43,315
– – 0.13% 117
2023
Q1 		$476K Buy
+43,315
New +$489K 0.12% 124
2018
Q1 		– Sell
-16,365
Closed -$263K – 133
2017
Q4 		$263K Buy
+16,365
New +$270K 0.09% 72

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Yakira Capital Management's KIO Position: Q4 2023 in Review

Yakira Capital Management sold out of KKR Income Opportunities Fund (KIO) in Q4 2023, closing a stake of 25,152 shares — an estimated $301K sold.

Yakira Capital Management first reported a position in KIO in Q4 2017 and held it in 4 quarters. The position peaked at $503K in Q2 2023. 56 funds tracked by Wall St. Rank hold KIO as of Q4 2023.

  • Yakira Capital Management reported no remaining KKR Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Yakira Capital Management sold 25,152 KKR Income Opportunities Fund shares in Q4 2023, an estimated $301K.
  • Yakira Capital Management first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 4 quarters.
  • Yakira Capital Management's KKR Income Opportunities Fund position peaked at $503K in Q2 2023.
  • 56 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2023.

Based on Yakira Capital Management's 13F filing for Q4 2023, filed 13 Feb 2024.