KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $66.4M invested in KKR Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
Virtus ETF Advisers
New York
$3.57M
2
PAG
Private Advisor Group
New Jersey
$3.39M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
$1.91M
4
CAN
Claraphi Advisory Network
United States
$1.2M
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
$920K

Top Sellers

1
JPLA
Joseph P. Lucia & Associates
New York
$1.49M
2
First Trust Advisors
First Trust Advisors
Illinois
$3.33M
3
Invesco
Invesco
Georgia
$8.35M
4
SFS
Shaker Financial Services
Virginia
$1.09M
5
CWM
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$429K – – –
AG
27
Advisor Group
Arizona
$414K +$7.98K +507 +2%
Stifel Financial
28
Stifel Financial
Missouri
$318K -$172K -10,986 -35%
SWM
29
SeaCrest Wealth Management
New York
$303K +$46.7K +2,967 +18%
HighTower Advisors
30
HighTower Advisors
Illinois
$254K +$49.7K +3,162 +24%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$250K -$84.5K -5,369 -25%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$243K -$385K -24,487 -61%
RJA
33
Raymond James & Associates
Florida
$233K +$471 +30 +0.2%
GLLW
34
Graves Light Lenhart Wealth
Virginia
$216K – – –
FAAS
35
First Allied Advisory Services
California
$206K +$34.7K +2,200 +20%
SWP
36
Stratos Wealth Partners
Ohio
$157K +$157K +10,000 New
CFGS
37
Concourse Financial Group Securities
Alabama
$68K +$3.47K +220 +5%
LC
38
Lindbrook Capital
California
$36K +$849 +54 +2%
Citigroup
39
Citigroup
New York
$31K – – –
NFG
40
Next Financial Group
Texas
$18K – – –
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$13K – – –
HI
42
Hudock Inc
Pennsylvania
$6K +$1.5K +100 +33%
LWM
43
Liberty Wealth Management
California
$6K +$6K +378 New
RCM
44
Robinson Capital Management
Michigan
– -$549K -35,470 Closed
TJHA
45
Thomas J. Herzfeld Advisors
Florida
– -$390K -25,206 Closed
CL
46
CSS LLC
Illinois
– -$290K -18,760 Closed
CWM
47
Cornerstone Wealth Management
Missouri
– -$752K -16,950 Closed
FIA
48
FNY Investment Advisers
New York
– -$181K -11,700 Closed
SIA
49
Sit Investment Associates
Minnesota
– -$82K -5,300 Closed
IP
50
Intellectus Partners
California
– -$63K -4,087 Closed
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