KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

53 hedge funds and large institutions have $61M invested in KKR Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.34M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.53M
3
PAS
Park Avenue Securities
New York
$1.2M
4
SIA
Sit Investment Associates
Minnesota
$8.89M
5
GC
Guggenheim Capital
Illinois
$3.9M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$611K
2
VEA
Virtus ETF Advisers
New York
$0
3
UBS Group
UBS Group
Switzerland
$4.86M
4
OFG
OTA Financial Group
New York
$0
5
CAN
Claraphi Advisory Network
United States
$368K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
AQR Arbitrage
Connecticut
$734K +$243K +21,262 +50%
AAM
27
Advisors Asset Management
Colorado
$668K +$400K +34,901 +149%
MML Investors Services
28
MML Investors Services
Massachusetts
$652K -$8.68K -758 -1%
WAM
29
Wolverine Asset Management
Illinois
$611K -$980K -85,706 -62%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$490K +$79.7K +6,958 +19%
MC
31
Matisse Capital
Oregon
$393K +$279K +24,381 +244%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$389K +$4.58K +400 +1%
CAN
33
Claraphi Advisory Network
United States
$368K -$279K -24,373 -43%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$362K +$103K +8,993 +40%
NA
35
NewEdge Advisors
Louisiana
$341K +$20.6K +1,800 +6%
GCM
36
Gator Capital Management
Florida
$330K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$321K +$12.2K +1,069 +4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$306K +$34.6K +3,015 +13%
SI
39
Stephens Inc
Arkansas
$216K – – –
Stifel Financial
40
Stifel Financial
Missouri
$198K – – –
LCM
41
Landscape Capital Management
New Jersey
$187K -$189K -16,572 -50%
OC
42
Oppenheimer & Co
New York
$161K – – –
GLLW
43
Graves Light Lenhart Wealth
Virginia
$157K – – –
ICMP
44
Integrated Capital Management (Pennsylvania)
Pennsylvania
$156K +$156K +13,701 New
1W
45
1776 Wealth
Georgia
$150K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$143K +$6.62K +574 +5%
PFA
47
Plotkin Financial Advisors
Maryland
$142K +$142K +12,373 New
SWM
48
SeaCrest Wealth Management
New York
$136K +$53.9K +4,726 +66%
SPC
49
Sigma Planning Corp
Michigan
$128K +$2.71K +238 +2%
AWM
50
Aries Wealth Management
Maine
$117K – – –
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2
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