KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

43 hedge funds and large institutions have $70.7M invested in KKR Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.52M
2
Invesco
2
Invesco
Georgia
$10.8M
3
PAG
3
Private Advisor Group
New Jersey
$1.02M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.3M
5
NMC
5
Nine Masts Capital
Hong Kong
$568K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
UBS Group
2
UBS Group
Switzerland
$7.81M
3
Bank of America
3
Bank of America
North Carolina
$2.14M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$592K
5
CCP
5
Clough Capital Partners
Massachusetts
$1.93M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$560K +$7.3K +445 +1%
LPL Financial
27
LPL Financial
California
$480K +$63K +3,836 +15%
SI
28
Stephens Inc
Arkansas
$447K – – –
RJA
29
Raymond James & Associates
Florida
$363K +$2K +122 +0.6%
BTS
30
BB&T Securities
Virginia
$346K -$44.4K -2,713 -11%
DA
31
Doliver Advisors
Texas
$345K +$345K +21,040 New
CL
32
CSS LLC
Illinois
$300K – – –
SWM
33
SeaCrest Wealth Management
New York
$275K +$22.4K +1,366 +9%
FAAS
34
First Allied Advisory Services
California
$248K -$6.96K -423 -3%
Millennium Management
35
Millennium Management
New York
$231K +$231K +14,075 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$220K +$41K +2,500 +23%
VCWA
37
Vanguard Capital Wealth Advisors
Colorado
$203K +$203K +12,400 New
SCM
38
Shelton Capital Management
Colorado
$174K +$174K +10,577 New
Citigroup
39
Citigroup
New York
$63K +$29.9K +1,810 +91%
AG
40
Advisor Group
Arizona
$52K +$35.5K +2,150 +215%
NFG
41
Next Financial Group
Texas
$19K +$19K +1,150 New
HI
42
Hudock Inc
Pennsylvania
$4K +$4K +300 New
CWM
43
Cornerstone Wealth Management
Missouri
– -$5.43M -90,720 Closed
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
– -$365K -22,050 Closed
AM
45
Ares Management
California
– -$199K -12,000 Closed
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$28K -1,688 Closed
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