KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $78.6M invested in KKR Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-10
Holders Change %
-18.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
+$4.69M
2
First Trust Advisors
First Trust Advisors
Illinois
+$2.43M
3
CCP
Clough Capital Partners
Massachusetts
+$1.79M
4
SFS
Shaker Financial Services
Virginia
+$1.66M
5
RCM
Robinson Capital Management
Michigan
+$825K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.35M
2
SIA
Sit Investment Associates
Minnesota
-$3.46M
3
OFG
OTA Financial Group
New York
-$2.52M
4
UBS Group
UBS Group
Switzerland
-$896K
5
Bessemer Group
Bessemer Group
New Jersey
-$858K
Name Holding Trade Value Shares
Change 		Shares
Change %
BTS
26
BB&T Securities
Virginia
$402K -$45.9K -2,895 -10%
CIBC Private Wealth Group
27
CIBC Private Wealth Group
Georgia
$350K – – –
LPL Financial
28
LPL Financial
California
$298K +$94.3K +5,938 +46%
SIA
29
Sit Investment Associates
Minnesota
$290K -$3.46M -218,233 -92%
CL
30
CSS LLC
Illinois
$290K -$15.9K -1,000 -5%
GCM
31
Gator Capital Management
Florida
$285K – – –
FAAS
32
First Allied Advisory Services
California
$254K -$17.2K -1,077 -6%
SWM
33
SeaCrest Wealth Management
New York
$232K +$8.35K +526 +4%
PPA
34
Parametric Portfolio Associates
Washington
$223K -$12.6K -791 -5%
AM
35
Ares Management
California
$191K -$159K -10,000 -45%
WAM
36
Wolverine Asset Management
Illinois
$179K +$113K +7,171 +173%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$54K +$42.9K +2,696 +385%
Citigroup
38
Citigroup
New York
$48K – – –
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$410 +26 +2%
WT
40
Whittier Trust
California
$20K – – –
AG
41
Advisor Group
Arizona
$16K – – –
SEI Investments
42
SEI Investments
Pennsylvania
$16K +$16K +1,000 New
MOS
43
MGO One Seven
Ohio
$3K – – –
Geode Capital Management
44
Geode Capital Management
Massachusetts
– -$701K -43,723 Closed
Squarepoint
45
Squarepoint
New York
– -$559K -34,808 Closed
MWM
46
Merriman Wealth Management
Washington
– -$401K -25,000 Closed
6M
47
6 Meridian
Kansas
– -$327K -20,383 Closed
Millennium Management
48
Millennium Management
New York
– -$305K -18,975 Closed
YCM
49
Yakira Capital Management
Connecticut
– -$263K -16,365 Closed
DA
50
Doliver Advisors
Texas
– -$204K -12,722 Closed
1
2
3