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KIO

KKR Income Opportunities Fund
KIO

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

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

117% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 12

12% more funds holding

Funds holding: 50 → 56 (+6)

1.52% more ownership

Funds ownership: 22.6% → 24.12% (+1.5%)

12% less capital invested

Capital invested by funds: $66.3M → $58.1M (-$8.22M)

Holders
56
Holders Change
+6
Holders Change %
+12%
% of All Funds
0.94%
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

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
+$1.65M
2
SFS
Shaker Financial Services
Virginia
+$1.57M
3
SIA
Sit Investment Associates
Minnesota
+$1.11M
4
LSC
Logan Stone Capital
Illinois
+$1.09M
5
BlackRock
BlackRock
New York
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.86M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.55M
3
MCA
Magnolia Capital Advisors
Mississippi
-$284K
4
SRC
Sage Rhino Capital
California
-$167K
5
Invesco
Invesco
Georgia
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$633K +$116K +8,864 +19%
SXL
27
Summit X LLC
Missouri
$546K +$53.4K +4,095 +10%
AA
28
AQR Arbitrage
Connecticut
$499K +$559K +42,873 New
OFG
29
OTA Financial Group
New York
$452K +$279K +21,410 +123%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$417K -$1.55M -119,219 -77%
VCWA
31
Vanguard Capital Wealth Advisors
Colorado
$391K +$2.61K +200 +0.6%
LCM
32
Landscape Capital Management
New Jersey
$384K +$172K +13,160 +67%
GCM
33
Gator Capital Management
Florida
$335K – – –
NA
34
NewEdge Advisors
Louisiana
$326K +$35.2K +2,700 +11%
Osaic Holdings
35
Osaic Holdings
Arizona
$315K -$25.1K -1,927 -7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$276K – – –
AAM
37
Advisors Asset Management
Colorado
$273K +$306K +23,453 New
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$264K – – –
BCM
39
Bluefin Capital Management
New York
$248K +$84.5K +6,482 +43%
SWP
40
Stratos Wealth Partners
Ohio
$238K – – –
SI
41
Stephens Inc
Arkansas
$220K -$26.7K -2,052 -10%
Stifel Financial
42
Stifel Financial
Missouri
$202K +$58.4K +4,478 +35%
USCWA
43
U.S. Capital Wealth Advisors
Texas
$176K +$197K +15,150 New
QC
44
Quantedge Capital
Singapore
$166K +$186K +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 +$899 +69 +0.6%
SPC
48
Sigma Planning Corp
Michigan
$128K -$25.1K -1,926 -15%
AWM
49
Aries Wealth Management
Maine
$123K +$138K +10,568 New
Walleye Capital
50
Walleye Capital
New York
$121K +$135K +10,378 New
1
2
3

KIO Hedge Fund Activity: Q2 2022 in Review

56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2022, worth a combined $58.1M — down 12% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new KIO positions and 4 closed out — a net gain of 6 holders — while 26 added to existing stakes and 12 trimmed.

The largest buyer was Wolverine Asset Management, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.

  • 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2022, up from 50 in Q1 2022.
  • Funds reported $58.1M of KKR Income Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 10 funds opened new KKR Income Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
  • The largest KKR Income Opportunities Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $1.65M added.
  • The largest KKR Income Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $4.86M sold.

Based on aggregated 13F filings for Q2 2022.