KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

56 hedge funds and large institutions have $58.1M invested in KKR Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$1.62M
2
SFS
Shaker Financial Services
Virginia
$2.25M
3
SIA
Sit Investment Associates
Minnesota
$8.16M
4
LSC
Logan Stone Capital
Illinois
$1.44M
5
BlackRock
BlackRock
New York
$935K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$5.7M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$417K
3
MCA
Magnolia Capital Advisors
Mississippi
$0
4
SRC
Sage Rhino Capital
California
$2.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VEA
26
Virtus ETF Advisers
New York
$633K +$103K +8,864 +19%
SXL
27
Summit X LLC
Missouri
$546K +$47.7K +4,095 +10%
AA
28
AQR Arbitrage
Connecticut
$499K +$499K +42,873 New
OFG
29
OTA Financial Group
New York
$452K +$249K +21,410 +123%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$417K -$1.39M -119,219 -77%
VCWA
31
Vanguard Capital Wealth Advisors
Colorado
$391K +$2.33K +200 +0.6%
LCM
32
Landscape Capital Management
New Jersey
$384K +$153K +13,160 +67%
GCM
33
Gator Capital Management
Florida
$335K – – –
NA
34
NewEdge Advisors
Louisiana
$326K +$31.4K +2,700 +11%
Osaic Holdings
35
Osaic Holdings
Arizona
$315K -$22.5K -1,927 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$276K – – –
AAM
37
Advisors Asset Management
Colorado
$273K +$273K +23,453 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$264K – – –
BCM
39
Bluefin Capital Management
New York
$248K +$75.1K +6,482 +43%
SWP
40
Stratos Wealth Partners
Ohio
$238K – – –
SI
41
Stephens Inc
Arkansas
$220K -$23.9K -2,052 -10%
Stifel Financial
42
Stifel Financial
Missouri
$202K +$52.2K +4,478 +35%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$176K +$176K +15,150 New
QC
44
Quantedge Capital
Singapore
$166K +$166K +14,300 New
OC
45
Oppenheimer & Co
New York
$164K – – –
GLLW
46
Graves Light Lenhart Wealth
Virginia
$160K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$137K +$799 +69 +0.6%
SPC
48
Sigma Planning Corp
Michigan
$128K -$22.4K -1,926 -15%
AWM
49
Aries Wealth Management
Maine
$123K +$123K +10,568 New
Walleye Capital
50
Walleye Capital
New York
$121K +$121K +10,378 New
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