KKR Income Opportunities Fund
KIO
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.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2% more funds holding
Funds holding: 45 → 46 (+1)
2% more capital invested
Capital invested by funds: $62.8M → $63.9M (+$1.13M)
0.08% more ownership
Funds ownership: 19.82% → 19.89% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$665K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$658K |
| 3 |
Morgan Stanley
New York
|
+$521K |
| 4 |
LPL Financial
San Diego,
California
|
+$488K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$433K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.26M |
| 3 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$510K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$451K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$183K |
KIO Hedge Fund Activity: Q4 2019 in Review
46 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2019, worth a combined $63.9M — up 1.8% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KIO positions and 3 closed out — a net gain of 1 holder — while 19 added to existing stakes and 15 trimmed.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $665K. The largest seller was UBS Group, cutting an estimated $1.9M.
- 46 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2019, up from 45 in Q3 2019.
- Funds reported $63.9M of KKR Income Opportunities Fund stock for Q4 2019, up 1.8% quarter-over-quarter.
- 4 funds opened new KKR Income Opportunities Fund positions in Q4 2019 and 3 closed out, a net change of +1 holder.
- The largest KKR Income Opportunities Fund buyer in Q4 2019 was Rockefeller Capital Management, an estimated $665K added.
- The largest KKR Income Opportunities Fund seller in Q4 2019 was UBS Group, an estimated $1.9M sold.
Based on aggregated 13F filings for Q4 2019.