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KIO

KKR Income Opportunities Fund
KIO

50 hedge funds and large institutions have $66.3M invested in KKR Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more funds holding

Funds holding: 46 → 50 (+4)

1.85% more ownership

Funds ownership: 20.75% → 22.6% (+1.9%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

7% less capital invested

Capital invested by funds: $71.4M → $66.3M (-$5.07M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.96M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.82M
3
SCM
Saba Capital Management
New York
+$765K
4
Invesco
Invesco
Georgia
+$741K
5
SIA
Sit Investment Associates
Minnesota
+$619K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$879K
2
GC
Guggenheim Capital
Illinois
-$697K
3
SFS
Shaker Financial Services
Virginia
-$588K
4
Cohen & Steers
Cohen & Steers
New York
-$261K
5
JPLA
Joseph P. Lucia & Associates
New York
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
VCWA
26
Vanguard Capital Wealth Advisors
Colorado
$481K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$418K -$102K -6,689 -19%
GCM
28
Gator Capital Management
Florida
$416K – – –
NA
29
NewEdge Advisors
Louisiana
$365K -$223K -14,600 -37%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$342K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$327K -$80.8K -5,279 -19%
SI
32
Stephens Inc
Arkansas
$302K – – –
SWP
33
Stratos Wealth Partners
Ohio
$295K – – –
LCM
34
Landscape Capital Management
New Jersey
$286K +$303K +19,788 New
MCA
35
Magnolia Capital Advisors
Mississippi
$284K +$301K +19,685 New
OFG
36
OTA Financial Group
New York
$251K +$267K +17,448 New
BCM
37
Bluefin Capital Management
New York
$215K +$228K +14,920 New
OC
38
Oppenheimer & Co
New York
$203K +$38.3K +2,500 +22%
GLLW
39
Graves Light Lenhart Wealth
Virginia
$198K – – –
1W
40
1776 Wealth
Georgia
$190K – – –
SPC
41
Sigma Planning Corp
Michigan
$186K -$10.8K -705 -5%
Stifel Financial
42
Stifel Financial
Missouri
$185K +$196K +12,836 New
WAM
43
Wolverine Asset Management
Illinois
$180K +$191K +12,508 New
HighTower Advisors
44
HighTower Advisors
Illinois
$170K -$6.76K -442 -4%
RJFSA
45
Raymond James Financial Services Advisors
Florida
$166K -$48.2K -3,150 -22%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$144K +$153K +10,000 New
FFWM
47
Future Financial Wealth Management
Ohio
$108K – – –
AIP
48
Ahrens Investment Partners
Louisiana
$39K -$30.6K -2,000 -43%
TRCT
49
Tower Research Capital (TRC)
New York
$6K +$6.3K +412 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$217K -12,843 Closed
1
2
3

KIO Hedge Fund Activity: Q1 2022 in Review

50 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2022, worth a combined $66.3M — down 7.1% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KIO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $879K.

  • 50 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $66.3M of KKR Income Opportunities Fund stock for Q1 2022, down 7.1% quarter-over-quarter.
  • 10 funds opened new KKR Income Opportunities Fund positions in Q1 2022 and 5 closed out, a net change of +5 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.96M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2022 was LPL Financial, an estimated $879K sold.

Based on aggregated 13F filings for Q1 2022.