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KIO

KKR Income Opportunities Fund
KIO

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

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

2.07% more ownership

Funds ownership: 24.12% → 26.2% (+2.1%)

5% more capital invested

Capital invested by funds: $58.1M → $61M (+$2.84M)

5% less funds holding

Funds holding: 56 → 53 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.91%
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

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.48M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.63M
3
PAS
Park Avenue Securities
New York
+$1.28M
4
SIA
Sit Investment Associates
Minnesota
+$925K
5
GC
Guggenheim Capital
Illinois
+$561K

Top Sellers

Rank Fund Capital Flow
1
WAM
Wolverine Asset Management
Illinois
-$1.04M
2
VEA
Virtus ETF Advisers
New York
-$633K
3
UBS Group
UBS Group
Switzerland
-$501K
4
OFG
OTA Financial Group
New York
-$452K
5
CAN
Claraphi Advisory Network
United States
-$296K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
AQR Arbitrage
Connecticut
$734K +$258K +21,262 +50%
AAM
27
Advisors Asset Management
Colorado
$668K +$424K +34,901 +149%
MML Investors Services
28
MML Investors Services
Massachusetts
$652K -$9.21K -758 -1%
WAM
29
Wolverine Asset Management
Illinois
$611K -$1.04M -85,706 -62%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$490K +$84.5K +6,958 +19%
MC
31
Matisse Capital
Oregon
$393K +$296K +24,381 +244%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$389K +$4.86K +400 +1%
CAN
33
Claraphi Advisory Network
United States
$368K -$296K -24,373 -43%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$362K +$109K +8,993 +40%
NA
35
NewEdge Advisors
Louisiana
$341K +$21.9K +1,800 +6%
GCM
36
Gator Capital Management
Florida
$330K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$321K +$13K +1,069 +4%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$306K +$36.6K +3,015 +13%
SI
39
Stephens Inc
Arkansas
$216K – – –
Stifel Financial
40
Stifel Financial
Missouri
$198K – – –
LCM
41
Landscape Capital Management
New Jersey
$187K -$201K -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 +$166K +13,701 New
1W
45
1776 Wealth
Georgia
$150K – – –
HighTower Advisors
46
HighTower Advisors
Illinois
$143K +$6.97K +574 +5%
PFA
47
Plotkin Financial Advisors
Maryland
$142K +$150K +12,373 New
SWM
48
SeaCrest Wealth Management
New York
$136K +$57.4K +4,726 +66%
SPC
49
Sigma Planning Corp
Michigan
$128K +$2.89K +238 +2%
AWM
50
Aries Wealth Management
Maine
$117K – – –
1
2
3

KIO Hedge Fund Activity: Q3 2022 in Review

53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2022, worth a combined $61M — up 4.9% from $58.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of KIO and 6 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 25 added.

The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $2.48M. The largest seller was Wolverine Asset Management, cutting an estimated $1.04M.

  • 53 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2022, down from 56 in Q2 2022.
  • Funds reported $61M of KKR Income Opportunities Fund stock for Q3 2022, up 4.9% quarter-over-quarter.
  • 6 funds opened new KKR Income Opportunities Fund positions in Q3 2022 and 9 closed out, a net change of -3 holders.
  • The largest KKR Income Opportunities Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $2.48M added.
  • The largest KKR Income Opportunities Fund seller in Q3 2022 was Wolverine Asset Management, an estimated $1.04M sold.

Based on aggregated 13F filings for Q3 2022.