KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

47 hedge funds and large institutions have $62.9M invested in KKR Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$756K
3
Invesco
3
Invesco
Georgia
$1.27M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$433K
5
GC
5
Guggenheim Capital
Illinois
$6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.29M
2
MC
2
Matisse Capital
Oregon
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$390K
4
AM
4
Ares Management
California
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$524K +$24.4K +1,462 +5%
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$433K +$433K +25,935 New
SFS
28
Shaker Financial Services
Virginia
$392K +$86.3K +5,173 +28%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$390K -$757K -45,386 -66%
SI
30
Stephens Inc
Arkansas
$350K -$105K -6,295 -23%
CAN
31
Claraphi Advisory Network
United States
$341K -$5.74K -344 -2%
SWP
32
Stratos Wealth Partners
Ohio
$341K – – –
FIA
33
FNY Investment Advisers
New York
$270K -$72.2K -4,340 -21%
HighTower Advisors
34
HighTower Advisors
Illinois
$261K -$36.4K -2,191 -12%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$236K +$3.34K +200 +1%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$229K – – –
SPC
37
Sigma Planning Corp
Michigan
$221K +$2.13K +128 +1%
OC
38
Oppenheimer & Co
New York
$204K -$59.4K -3,567 -23%
FWM
39
Foresight Wealth Management
Utah
$196K +$196K +11,776 New
UR
40
USCA RIA
Texas
$175K – – –
Citigroup
41
Citigroup
New York
$159K – – –
CFGS
42
Concourse Financial Group Securities
Alabama
$91K +$650 +39 +0.7%
LC
43
Lindbrook Capital
California
$24K +$455 +27 +2%
NFSG
44
Newbridge Financial Services Group
Florida
$17K – – –
NFG
45
Next Financial Group
Texas
$14K – – –
RIA
46
RPG Investment Advisory
California
$7K – – –
MC
47
Matisse Capital
Oregon
– -$771K -48,788 Closed
AM
48
Ares Management
California
– -$587K -37,100 Closed
AA
49
AQR Arbitrage
Connecticut
– -$529K -33,421 Closed
BFG
50
Berger Financial Group
Minnesota
– -$214K -13,516 Closed
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