KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

63 hedge funds and large institutions have $86.9M invested in KKR Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$7.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
SIA
3
Sit Investment Associates
Minnesota
$11.3M
4
RCM
4
Rivernorth Capital Management
Florida
$2.96M
5
UBS Group
5
UBS Group
Switzerland
$8.3M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$170K
2
GA
2
GraniteShares Advisors
New York
$0
3
SFS
3
Shaker Financial Services
Virginia
$162K
4
MC
4
Matisse Capital
Oregon
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$1.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$685K -$36.2K -3,298 -5%
LSC
27
Logan Stone Capital
Illinois
$636K +$131K +11,896 +26%
MML Investors Services
28
MML Investors Services
Massachusetts
$627K +$78K +7,105 +14%
QL
29
Quarry LP
New York
$591K +$591K +53,822 New
YCM
30
Yakira Capital Management
Connecticut
$476K +$476K +43,315 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$443K +$56.1K +5,111 +14%
RCM
32
Robinson Capital Management
Michigan
$443K +$441K +40,000 +22,857%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$407K +$90.7K +8,258 +29%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$373K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$358K +$38.4K +3,500 +12%
NA
36
NewEdge Advisors
Louisiana
$348K +$9.97K +900 +3%
SWM
37
SeaCrest Wealth Management
New York
$318K +$184K +16,749 +137%
LCM
38
Landscape Capital Management
New Jersey
$306K +$306K +27,842 New
GCM
39
Gator Capital Management
Florida
$302K +$3.79K +345 +1%
HF
40
HRT Financial
New York
$269K +$269K +24,589 New
Stifel Financial
41
Stifel Financial
Missouri
$221K +$70.1K +6,380 +47%
SI
42
Stephens Inc
Arkansas
$208K – – –
VAM
43
Verity Asset Management
North Carolina
$184K +$184K +16,762 New
Barclays
44
Barclays
United Kingdom
$172K +$172K +14,056 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$170K -$2.25M -204,341 -93%
OC
46
Oppenheimer & Co
New York
$162K +$7.5K +683 +5%
SFS
47
Shaker Financial Services
Virginia
$162K -$1.28M -116,491 -89%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$151K – – –
1W
49
1776 Wealth
Georgia
$144K – – –
PFA
50
Plotkin Financial Advisors
Maryland
$142K +$142K +12,938 New
1
2
3