KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

46 hedge funds and large institutions have $71.4M invested in KKR Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
20
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.19M
3
Invesco
3
Invesco
Georgia
$2.6M
4
SIA
4
Sit Investment Associates
Minnesota
$9.74M
5
NA
5
NewEdge Advisors
Louisiana
$675K

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$0
2
FIA
2
FNY Investment Advisers
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$807K
4
1W
4
1776 Wealth
Georgia
$222K
5
SFS
5
Shaker Financial Services
Virginia
$1.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
26
Gator Capital Management
Florida
$487K +$487K +28,806 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$473K -$48.4K -2,860 -9%
CAN
28
Claraphi Advisory Network
United States
$442K -$22.5K -1,330 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$401K +$10.2K +600 +3%
SI
30
Stephens Inc
Arkansas
$355K – – –
SWP
31
Stratos Wealth Partners
Ohio
$346K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$247K +$8.45K +500 +4%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$232K – – –
SPC
34
Sigma Planning Corp
Michigan
$230K +$3.14K +186 +1%
1W
35
1776 Wealth
Georgia
$222K -$159K -9,416 -42%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$217K -$27.6K -1,636 -11%
HighTower Advisors
37
HighTower Advisors
Illinois
$206K +$861 +51 +0.4%
OC
38
Oppenheimer & Co
New York
$195K -$42.2K -2,500 -18%
AWM
39
Aries Wealth Management
Maine
$179K +$179K +10,568 New
RJA
40
Raymond James & Associates
Florida
$176K -$50.8K -3,000 -22%
FFWM
41
Future Financial Wealth Management
Ohio
$125K +$125K +7,500 New
CFGS
42
Concourse Financial Group Securities
Alabama
$94K +$794 +47 +0.9%
AIP
43
Ahrens Investment Partners
Louisiana
$80K +$80K +4,700 New
CA
44
CoreCap Advisors
Michigan
$68K +$68K +4,000 New
NFG
45
Next Financial Group
Texas
$15K – – –
USCWA
46
U.S. Capital Wealth Advisors
Texas
– -$193K -11,780 Closed
FIA
47
FNY Investment Advisers
New York
– -$192K -11,768 Closed
LC
48
Lindbrook Capital
California
– -$24K -1,451 Closed
RIA
49
RPG Investment Advisory
California
– -$7K -400 Closed
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