KKR Income Opportunities Fund
KIO
27 hedge funds and large institutions have $40.3M invested in KKR Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
23% more funds holding
Funds holding: 22 → 27 (+5)
5% more capital invested
Capital invested by funds: $38.3M → $40.3M (+$2.08M)
1.85% more ownership
Funds ownership: 14.51% → 16.36% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
+$2.08M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.53M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.51M |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.29M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$922K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.16M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$379K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$255K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$52K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
26
Vantage Investment Advisors
State College,
Pennsylvania
| $2K | +$1.7K | +100 | New |
|
|
BRWA
27
B. Riley Wealth Advisors
Boca Raton,
Florida
| $22 | +$23K | +1,350 | New |
|
|
TJHA
28
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$52K | -3,001 | Closed |
|
|
29
Ameriprise
Minneapolis,
Minnesota
| – | -$50K | -2,888 | Closed |
|
30
Bank of America
Charlotte,
North Carolina
| – | -$6K | -333 | Closed |
|
KIO Hedge Fund Activity: Q4 2014 in Review
27 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2014, worth a combined $40.3M — up 5.4% from $38.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KIO positions and 3 closed out — a net gain of 7 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.08M. The largest seller was Morgan Stanley, cutting an estimated $3.16M.
- 27 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2014, up from 22 in Q3 2014.
- Funds reported $40.3M of KKR Income Opportunities Fund stock for Q4 2014, up 5.4% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q4 2014 and 3 closed out, a net change of +7 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2014 was Laurion Capital Management, an estimated $2.08M added.
- The largest KKR Income Opportunities Fund seller in Q4 2014 was Morgan Stanley, an estimated $3.16M sold.
Based on aggregated 13F filings for Q4 2014.