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KIO

KKR Income Opportunities Fund
KIO

54 hedge funds and large institutions have $83.1M invested in KKR Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

625% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 4

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

86% more funds holding

Funds holding: 29 → 54 (+25)

59% more capital invested

Capital invested by funds: $52.3M → $83.1M (+$30.7M)

14.84% more ownership

Funds ownership: 19.16% → 34% (+15%)

Holders
54
Holders Change
+25
Holders Change %
+86.21%
% of All Funds
1.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
16
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.31M
2
COLIM
City of London Investment Management
United Kingdom
+$6.22M
3
OFG
OTA Financial Group
New York
+$3.12M
4
SIA
Sit Investment Associates
Minnesota
+$2.91M
5
RCM
Robinson Capital Management
Michigan
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$1.36M
2
AWM
AE Wealth Management
Kansas
-$837K
3
Bessemer Group
Bessemer Group
New Jersey
-$396K
4
PPA
Parametric Portfolio Associates
Washington
-$325K
5
PCP
Proficio Capital Partners
Massachusetts
-$58.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$453K +$466K +28,235 New
MML Investors Services
27
MML Investors Services
Massachusetts
$425K +$438K +26,508 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$408K +$89K +5,390 +27%
MWM
29
Merriman Wealth Management
Washington
$401K +$413K +25,000 New
CIBC Private Wealth Group
30
CIBC Private Wealth Group
Georgia
$354K +$364K +22,050 New
AM
31
Ares Management
California
$353K +$363K +22,000 New
6M
32
6 Meridian
Kansas
$327K +$337K +20,383 New
CL
33
CSS LLC
Illinois
$309K +$318K +19,260 New
Millennium Management
34
Millennium Management
New York
$305K +$313K +18,975 New
GCM
35
Gator Capital Management
Florida
$288K +$296K +17,947 New
FAAS
36
First Allied Advisory Services
California
$271K +$280K +16,979 New
YCM
37
Yakira Capital Management
Connecticut
$263K +$270K +16,365 New
PPA
38
Parametric Portfolio Associates
Washington
$238K -$325K -19,662 -57%
SWM
39
SeaCrest Wealth Management
New York
$226K +$233K +14,093 New
LPL Financial
40
LPL Financial
California
$206K +$4.41K +267 +2%
DA
41
Doliver Advisors
Texas
$204K +$210K +12,722 New
Wolverine Trading
42
Wolverine Trading
Illinois
$202K +$208K +12,615 New
RJA
43
Raymond James & Associates
Florida
$189K +$194K +11,767 New
WAM
44
Weiss Asset Management
Massachusetts
$182K +$187K +11,332 New
WAM
45
Wolverine Asset Management
Illinois
$66K +$68.4K +4,139 New
Citigroup
46
Citigroup
New York
$48K +$495 +30 +1%
PCP
47
Proficio Capital Partners
Massachusetts
$42K -$58.4K -3,538 -58%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K – – –
WT
49
Whittier Trust
California
$20K – – –
AG
50
Advisor Group
Arizona
$16K -$5.17K -313 -24%
1
2
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KIO Hedge Fund Activity: Q4 2017 in Review

54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2017, worth a combined $83.1M — up 59% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new KIO positions and 4 closed out — a net gain of 25 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was UBS Group, adding an estimated $7.31M. The largest seller was First Trust Advisors, exiting entirely with an estimated $1.36M sold.

  • 54 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $83.1M of KKR Income Opportunities Fund stock for Q4 2017, up 59% quarter-over-quarter.
  • 29 funds opened new KKR Income Opportunities Fund positions in Q4 2017 and 4 closed out, a net change of +25 holders.
  • The largest KKR Income Opportunities Fund buyer in Q4 2017 was UBS Group, an estimated $7.31M added.
  • The largest KKR Income Opportunities Fund seller in Q4 2017 was First Trust Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q4 2017.