KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

34 hedge funds and large institutions have $53.5M invested in KKR Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$2.54M
2
Invesco
Invesco
Georgia
$8.32M
3
Wells Fargo
Wells Fargo
California
$4.1M
4
AWM
AE Wealth Management
Kansas
$832K
5
GC
Guggenheim Capital
Illinois
$5.74M

Top Sellers

1
YMRC
Yorktown Management & Research Company
Virginia
$0
2
Bessemer Group
Bessemer Group
New Jersey
$3.39M
3
Morgan Stanley
Morgan Stanley
New York
$11.1M
4
PCP
Proficio Capital Partners
Massachusetts
$1.27M
5
LPL Financial
LPL Financial
California
$193K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$52K +$34.2K +1,973 +192%
AG
27
Advisor Group
Arizona
$40K +$104 +6 +0.3%
WT
28
Whittier Trust
California
$22K +$22K +1,250 New
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$12K +$12K +700 New
NFG
30
Next Financial Group
Texas
$10K – – –
PCM
31
Penserra Capital Management
California
$7K +$625 +36 +10%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$3K +$3K +161 New
MA
33
MUFG Americas
New York
$1K – – –
YMRC
34
Yorktown Management & Research Company
Virginia
– -$765K -45,000 Closed
RCM
35
Rivernorth Capital Management
Florida
– -$285K -16,749 Closed
PFO
36
Pathstone Family Office
New Jersey
– -$11K -669 Closed
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