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KIO

KKR Income Opportunities Fund
KIO

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

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $61.5M → $71.4M (+$9.88M)

5% more funds holding

Funds holding: 44 → 46 (+2)

2.12% more ownership

Funds ownership: 18.63% → 20.75% (+2.1%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.31M
2
Cohen & Steers
Cohen & Steers
New York
+$843K
3
Invesco
Invesco
Georgia
+$822K
4
SIA
Sit Investment Associates
Minnesota
+$683K
5
NA
NewEdge Advisors
Louisiana
+$655K

Top Sellers

Rank Fund Capital Flow
1
USCWA
U.S. Capital Wealth Advisors
Texas
-$193K
2
FIA
FNY Investment Advisers
New York
-$192K
3
MML Investors Services
MML Investors Services
Massachusetts
-$180K
4
1W
1776 Wealth
Georgia
-$155K
5
SFS
Shaker Financial Services
Virginia
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
26
Gator Capital Management
Florida
$487K +$473K +28,806 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$473K -$47K -2,860 -9%
CAN
28
Claraphi Advisory Network
United States
$442K -$21.8K -1,330 -5%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$401K +$9.85K +600 +3%
SI
30
Stephens Inc
Arkansas
$355K – – –
SWP
31
Stratos Wealth Partners
Ohio
$346K – – –
RJFSA
32
Raymond James Financial Services Advisors
Florida
$247K +$8.21K +500 +4%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$232K – – –
SPC
34
Sigma Planning Corp
Michigan
$230K +$3.05K +186 +1%
1W
35
1776 Wealth
Georgia
$222K -$155K -9,416 -42%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$217K -$26.9K -1,636 -11%
HighTower Advisors
37
HighTower Advisors
Illinois
$206K +$837 +51 +0.4%
OC
38
Oppenheimer & Co
New York
$195K -$41K -2,500 -18%
AWM
39
Aries Wealth Management
Maine
$179K +$174K +10,568 New
RJA
40
Raymond James & Associates
Florida
$176K -$49.3K -3,000 -22%
FFWM
41
Future Financial Wealth Management
Ohio
$125K +$123K +7,500 New
CFGS
42
Concourse Financial Group Securities
Alabama
$94K +$772 +47 +0.9%
AIP
43
Ahrens Investment Partners
Louisiana
$80K +$77.2K +4,700 New
CA
44
CoreCap Advisors
Michigan
$68K +$65.7K +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
1
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KIO Hedge Fund Activity: Q4 2021 in Review

46 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2021, worth a combined $71.4M — up 16% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new KIO positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $193K sold.

  • 46 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2021, up from 44 in Q3 2021.
  • Funds reported $71.4M of KKR Income Opportunities Fund stock for Q4 2021, up 16% quarter-over-quarter.
  • 7 funds opened new KKR Income Opportunities Fund positions in Q4 2021 and 4 closed out, a net change of +3 holders.
  • The largest KKR Income Opportunities Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.31M added.
  • The largest KKR Income Opportunities Fund seller in Q4 2021 was U.S. Capital Wealth Advisors, an estimated $193K sold.

Based on aggregated 13F filings for Q4 2021.