KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

46 hedge funds and large institutions have $63.9M invested in KKR Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
19
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$680K
2
Wells Fargo
Wells Fargo
California
$6.74M
3
Morgan Stanley
Morgan Stanley
New York
$5.42M
4
LPL Financial
LPL Financial
California
$1.58M
5
VEA
Virtus ETF Advisers
New York
$4.63M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$6.52M
2
Invesco
Invesco
Georgia
$6.18M
3
SRC
Sage Rhino Capital
California
$2.79M
4
SFS
Shaker Financial Services
Virginia
$0
5
Stifel Financial
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
26
Vigilare Wealth Management
Arizona
$397K +$397K +24,970 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$379K -$42.6K -2,700 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$356K -$2.3K -146 -0.6%
1W
29
1776 Wealth
Georgia
$345K +$345K +21,888 New
SPC
30
Sigma Planning Corp
Michigan
$328K -$71.5K -4,528 -18%
Truist Financial
31
Truist Financial
North Carolina
$264K +$264K +16,750 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$251K – – –
FAAS
33
First Allied Advisory Services
California
$232K – – –
GLLW
34
Graves Light Lenhart Wealth
Virginia
$217K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$211K -$13.3K -844 -6%
FIA
36
FNY Investment Advisers
New York
$204K +$155K +9,886 +319%
RJA
37
Raymond James & Associates
Florida
$203K +$4.36K +276 +2%
SWP
38
Stratos Wealth Partners
Ohio
$158K – – –
AG
39
Advisor Group
Arizona
$150K +$693 +44 +0.5%
CFGS
40
Concourse Financial Group Securities
Alabama
$69K +$40.9K +2,581 +145%
LC
41
Lindbrook Capital
California
$38K +$917 +58 +2%
NFG
42
Next Financial Group
Texas
$38K +$19.9K +1,260 +110%
Citigroup
43
Citigroup
New York
$32K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$13K -$1.22K -75 -9%
HI
45
Hudock Inc
Pennsylvania
$6K – – –
SFS
46
Shaker Financial Services
Virginia
– -$451K -28,973 Closed
Stifel Financial
47
Stifel Financial
Missouri
– -$183K -11,884 Closed
PAM
48
Panagora Asset Management
Massachusetts
– -$16K -1,001 Closed
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