KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

53 hedge funds and large institutions have $52.9M invested in KKR Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$6.07M
2
SFS
Shaker Financial Services
Virginia
$2.37M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$910K
4
Morgan Stanley
Morgan Stanley
New York
$9.85M
5
Millennium Management
Millennium Management
New York
$766K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$459K
2
CAN
Claraphi Advisory Network
United States
$0
3
SXL
Summit X LLC
Missouri
$587K
4
Wells Fargo
Wells Fargo
California
$1.62M
5
JPLA
Joseph P. Lucia & Associates
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$481K +$481K +33,400 New
Osaic Holdings
27
Osaic Holdings
Arizona
$459K -$1.25M -86,871 -73%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$443K -$266K -18,427 -37%
VEA
29
Virtus ETF Advisers
New York
$411K -$47.8K -3,308 -10%
SI
30
Stephens Inc
Arkansas
$393K – – –
WAM
31
Wolverine Asset Management
Illinois
$338K +$338K +23,489 New
SWP
32
Stratos Wealth Partners
Ohio
$295K +$151K +10,462 +105%
HighTower Advisors
33
HighTower Advisors
Illinois
$271K -$6.12K -425 -2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$270K +$78.8K +5,452 +41%
FIA
35
FNY Investment Advisers
New York
$247K +$247K +17,127 New
BFG
36
Berger Financial Group
Minnesota
$227K +$227K +15,708 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$226K -$8.57K -595 -4%
SWM
38
SeaCrest Wealth Management
New York
$205K -$126K -8,732 -38%
GLLW
39
Graves Light Lenhart Wealth
Virginia
$198K – – –
SPC
40
Sigma Planning Corp
Michigan
$187K -$14.6K -1,013 -7%
OC
41
Oppenheimer & Co
New York
$179K +$179K +12,417 New
RJA
42
Raymond James & Associates
Florida
$177K – – –
LCM
43
Landscape Capital Management
New Jersey
$158K +$158K +10,963 New
Goldman Sachs
44
Goldman Sachs
New York
$157K +$157K +10,888 New
Citigroup
45
Citigroup
New York
$137K +$43.2K +3,000 +46%
CFGS
46
Concourse Financial Group Securities
Alabama
$69K +$896 +62 +1%
LC
47
Lindbrook Capital
California
$20K +$482 +33 +2%
NFSG
48
Newbridge Financial Services Group
Florida
$14K -$9.93K -709 -41%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$12K – – –
NFG
50
Next Financial Group
Texas
$12K – – –
1
2
3