KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $61.5M invested in KKR Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.02M
2
SFS
2
Shaker Financial Services
Virginia
$1.93M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.27M
4
SIA
4
Sit Investment Associates
Minnesota
$8.75M
5
Invesco
5
Invesco
Georgia
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$489K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
GC
4
Guggenheim Capital
Illinois
$5.55M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$378K -$4.91K -300 -1%
1W
27
1776 Wealth
Georgia
$370K -$242K -14,747 -40%
SI
28
Stephens Inc
Arkansas
$343K – – –
SWP
29
Stratos Wealth Partners
Ohio
$335K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$237K -$278K -16,973 -54%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$231K – – –
OC
32
Oppenheimer & Co
New York
$230K +$29.5K +1,800 +15%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$225K – – –
SPC
34
Sigma Planning Corp
Michigan
$220K +$3K +183 +1%
RJA
35
Raymond James & Associates
Florida
$219K +$219K +13,395 New
HighTower Advisors
36
HighTower Advisors
Illinois
$199K -$58.1K -3,546 -23%
USCWA
37
U.S. Capital Wealth Advisors
Texas
$193K +$193K +11,780 New
FIA
38
FNY Investment Advisers
New York
$192K -$72.8K -4,460 -27%
CFGS
39
Concourse Financial Group Securities
Alabama
$91K +$858 +52 +1%
LC
40
Lindbrook Capital
California
$24K +$447 +27 +2%
NFG
41
Next Financial Group
Texas
$14K – – –
RIA
42
RPG Investment Advisory
California
$7K – – –
VCWA
43
Vanguard Capital Wealth Advisors
Colorado
$547 – – –
RCM
44
Robinson Capital Management
Michigan
– -$654K -39,176 Closed
FWM
45
Foresight Wealth Management
Utah
– -$196K -11,776 Closed
Citigroup
46
Citigroup
New York
– -$159K -9,513 Closed
NFSG
47
Newbridge Financial Services Group
Florida
– -$17K -1,000 Closed
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