KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

56 hedge funds and large institutions have $66.2M invested in KKR Income Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+13
Holders Change %
+30.23%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
12
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
Shaker Financial Services
Virginia
$4.12M
2
CRC
Curi RMB Capital
Illinois
$2.21M
3
SCM
Saba Capital Management
New York
$1.27M
4
CCP
Clough Capital Partners
Massachusetts
$2.62M
5
WAM
Weiss Asset Management
Massachusetts
$476K

Top Sellers

1
RCM
Robinson Capital Management
Michigan
$1.64M
2
Invesco
Invesco
Georgia
$8.47M
3
Stifel Financial
Stifel Financial
Missouri
$487K
4
GC
Guggenheim Capital
Illinois
$5.8M
5
NMC
Nine Masts Capital
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$494K +$1.11K +78 +0.2%
Stifel Financial
27
Stifel Financial
Missouri
$487K -$654K -45,782 -57%
WAM
28
Weiss Asset Management
Massachusetts
$476K +$476K +33,403 New
LPL Financial
29
LPL Financial
California
$427K +$10.7K +754 +3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$400K -$86.6K -6,075 -18%
SI
31
Stephens Inc
Arkansas
$388K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$332K +$141K +9,852 +73%
LCM
33
Landscape Capital Management
New Jersey
$309K +$309K +21,663 New
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$281K +$281K +19,744 New
CL
35
CSS LLC
Illinois
$267K +$7.12K +500 +3%
WAM
36
Wolverine Asset Management
Illinois
$245K +$245K +17,244 New
VCWA
37
Vanguard Capital Wealth Advisors
Colorado
$243K +$66.8K +4,700 +38%
CWM
38
Cornerstone Wealth Management
Missouri
$242K +$242K +16,793 New
SWM
39
SeaCrest Wealth Management
New York
$229K -$9.89K -693 -4%
AM
40
Ares Management
California
$226K +$226K +15,832 New
RJA
41
Raymond James & Associates
Florida
$225K -$89.9K -6,324 -29%
GLLW
42
Graves Light Lenhart Wealth
Virginia
$196K +$196K +13,728 New
AA
43
AQR Arbitrage
Connecticut
$191K +$191K +13,418 New
TSS
44
Two Sigma Securities
New York
$184K +$184K +12,923 New
BTS
45
BB&T Securities
Virginia
$158K -$142K -10,020 -47%
SCM
46
Shelton Capital Management
Colorado
$152K +$1.72K +121 +1%
FAAS
47
First Allied Advisory Services
California
$144K -$71.4K -5,000 -33%
SIA
48
Sit Investment Associates
Minnesota
$142K +$142K +10,000 New
CFGS
49
Concourse Financial Group Securities
Alabama
$58K +$58K +4,074 New
AG
50
Advisor Group
Arizona
$39K -$6.07K -424 -13%
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