KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

50 hedge funds and large institutions have $63.5M invested in KKR Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
21
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$8.36M
2
LPL Financial
LPL Financial
California
$1M
3
AG
Advisor Group
Arizona
$399K
4
First Trust Advisors
First Trust Advisors
Illinois
$4.59M
5
HighTower Advisors
HighTower Advisors
Illinois
$201K

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
$0
2
SFS
Shaker Financial Services
Virginia
$2.12M
3
CRC
Curi RMB Capital
Illinois
$0
4
SCM
Saba Capital Management
New York
$0
5
RCM
Robinson Capital Management
Michigan
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$428K -$6.13K -396 -1%
VCWA
27
Vanguard Capital Wealth Advisors
Colorado
$424K +$159K +10,300 +60%
SI
28
Stephens Inc
Arkansas
$422K – – –
AG
29
Advisor Group
Arizona
$399K +$357K +23,062 +846%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$390K -$267K -17,285 -41%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$329K -$31.3K -2,023 -9%
CL
32
CSS LLC
Illinois
$290K – – –
SWM
33
SeaCrest Wealth Management
New York
$252K +$3.74K +242 +2%
RJA
34
Raymond James & Associates
Florida
$229K -$15.7K -1,015 -6%
GLLW
35
Graves Light Lenhart Wealth
Virginia
$213K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$201K +$201K +12,999 New
FIA
37
FNY Investment Advisers
New York
$181K +$181K +11,700 New
FAAS
38
First Allied Advisory Services
California
$168K +$12.4K +800 +8%
SIA
39
Sit Investment Associates
Minnesota
$82K -$72.7K -4,700 -47%
CFGS
40
Concourse Financial Group Securities
Alabama
$63K +$308 +20 +0.5%
IP
41
Intellectus Partners
California
$63K +$63K +4,087 New
JPLA
42
Joseph P. Lucia & Associates
New York
$59.1K +$59.1K +938,255 New
LC
43
Lindbrook Capital
California
$34K +$806 +53 +2%
Citigroup
44
Citigroup
New York
$31K – – –
NFG
45
Next Financial Group
Texas
$18K – – –
NFH
46
NEXT Financial Holdings
Texas
$18K +$18K +1,150 New
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$12K +$12K +800 New
FHB
48
First Hawaiian Bank
Hawaii
$9K +$4.8K +320 +114%
HI
49
Hudock Inc
Pennsylvania
$4K – – –
CCP
50
Clough Capital Partners
Massachusetts
– -$2.62M -183,805 Closed
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2
3