KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

54 hedge funds and large institutions have $61.6M invested in KKR Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.93M
2
LPL Financial
LPL Financial
California
$2.26M
3
Morgan Stanley
Morgan Stanley
New York
$12M
4
SIA
Sit Investment Associates
Minnesota
$7.81M
5
MC
Matisse Capital
Oregon
$771K

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$290K
2
Millennium Management
Millennium Management
New York
$0
3
CRC
Curi RMB Capital
Illinois
$0
4
AA
AQR Arbitrage
Connecticut
$529K
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$534K – – –
AA
27
AQR Arbitrage
Connecticut
$529K -$382K -24,117 -42%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$474K -$11.7K -741 -2%
VEA
29
Virtus ETF Advisers
New York
$465K +$14.4K +911 +3%
SI
30
Stephens Inc
Arkansas
$431K – – –
CAN
31
Claraphi Advisory Network
United States
$329K +$329K +20,780 New
FIA
32
FNY Investment Advisers
New York
$325K +$54.4K +3,441 +20%
SWP
33
Stratos Wealth Partners
Ohio
$324K – – –
SFS
34
Shaker Financial Services
Virginia
$290K -$2.3M -145,578 -89%
HighTower Advisors
35
HighTower Advisors
Illinois
$282K -$14.8K -938 -5%
OC
36
Oppenheimer & Co
New York
$250K +$53.7K +3,400 +27%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$220K -$28K -1,772 -11%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$217K – – –
BFG
39
Berger Financial Group
Minnesota
$214K -$34.7K -2,192 -14%
SPC
40
Sigma Planning Corp
Michigan
$208K +$3.01K +190 +1%
UR
41
USCA RIA
Texas
$166K +$166K +10,520 New
Citigroup
42
Citigroup
New York
$150K – – –
CFGS
43
Concourse Financial Group Securities
Alabama
$86K +$10.3K +650 +14%
AIC
44
Ameritas Investment Company
Nebraska
$46.5K +$46.5K +2,940 New
LC
45
Lindbrook Capital
California
$22K +$457 +29 +2%
NFSG
46
Newbridge Financial Services Group
Florida
$16K – – –
RWM
47
RBA Wealth Management
California
$14.6K +$14.6K +924 New
NFG
48
Next Financial Group
Texas
$14K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$13K – – –
HI
50
Hudock Inc
Pennsylvania
$8K – – –
1
2
3