KKR Income Opportunities Fund
KIO
25 hedge funds and large institutions have $35M invested in KKR Income Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
0.36% more ownership
Funds ownership: 15.39% → 15.75% (+0.36%)
0% more funds holding
Funds holding: 25 → 25 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
5% less capital invested
Capital invested by funds: $37M → $35M (-$2.02M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.49M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$508K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$463K |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$440K |
| 5 |
HCM
Highlander Capital Management
Short Hills,
New Jersey
|
+$383K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.01M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$664K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$646K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$221K |
| 5 |
Citigroup
New York
|
-$189K |
KIO Hedge Fund Activity: Q3 2015 in Review
25 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2015, worth a combined $35M — down 5.5% from $37M a quarter earlier.
Fund positioning in KIO was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 7 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $1.01M.
- 25 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $35M of KKR Income Opportunities Fund stock for Q3 2015, down 5.5% quarter-over-quarter.
- 4 funds opened new KKR Income Opportunities Fund positions in Q3 2015 and 4 closed out, a net change of 0 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2015 was Rivernorth Capital Management, an estimated $1.49M added.
- The largest KKR Income Opportunities Fund seller in Q3 2015 was Morgan Stanley, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2015.