KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

47 hedge funds and large institutions have $39.7M invested in KKR Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.38M
2
SIA
Sit Investment Associates
Minnesota
$1.97M
3
UBS Group
UBS Group
Switzerland
$2.63M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$480K
5
LPL Financial
LPL Financial
California
$716K

Top Sellers

1
Wells Fargo
Wells Fargo
California
$1.84M
2
SFS
Shaker Financial Services
Virginia
$220K
3
CRC
Curi RMB Capital
Illinois
$681K
4
LCM
Landscape Capital Management
New Jersey
$0
5
RCM
Robinson Capital Management
Michigan
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$259K -$33.8K -2,511 -12%
SFS
27
Shaker Financial Services
Virginia
$220K -$2.39M -176,812 -92%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$220K +$7.97K +590 +4%
SPC
29
Sigma Planning Corp
Michigan
$189K -$70.8K -5,228 -27%
GLLW
30
Graves Light Lenhart Wealth
Virginia
$186K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$179K -$222K -16,407 -55%
FAAS
32
First Allied Advisory Services
California
$172K -$27.1K -2,000 -14%
RJA
33
Raymond James & Associates
Florida
$166K +$4.87K +360 +3%
SWP
34
Stratos Wealth Partners
Ohio
$135K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$106K -$149K -11,004 -58%
Citigroup
36
Citigroup
New York
$88K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$64K +$3.78K +278 +6%
NFSG
38
Newbridge Financial Services Group
Florida
$23K +$23K +1,709 New
LC
39
Lindbrook Capital
California
$18K +$485 +36 +3%
NFG
40
Next Financial Group
Texas
$12K +$12K +860 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$11K – – –
RCM
42
Robinson Capital Management
Michigan
$6K -$454K -34,062 -99%
RIA
43
RPG Investment Advisory
California
$5K – – –
HI
44
Hudock Inc
Pennsylvania
$5K – – –
DI
45
Disciplined Investments
Oklahoma
$2K +$2K +117 New
SXL
46
Summit X LLC
Missouri
$825 -$40 -3,163 -5%
LCM
47
Landscape Capital Management
New Jersey
– -$525K -42,653 Closed
WAM
48
Wolverine Asset Management
Illinois
– -$103K -8,403 Closed
CAN
49
Cetera Advisor Networks
California
– -$50K -4,073 Closed
PAG
50
Private Advisor Group
New Jersey
– -$12K -1,009 Closed
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