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KIO

KKR Income Opportunities Fund
KIO

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

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

55% more capital invested

Capital invested by funds: $56M → $86.9M (+$30.9M)

31% more funds holding

Funds holding: 48 → 63 (+15)

13.94% more ownership

Funds ownership: 25% → 38.94% (+14%)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1%
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

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
+$8.01M
2
Morgan Stanley
Morgan Stanley
New York
+$7.02M
3
SIA
Sit Investment Associates
Minnesota
+$4.13M
4
RCM
Rivernorth Capital Management
Florida
+$3.04M
5
UBS Group
UBS Group
Switzerland
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.31M
2
GA
GraniteShares Advisors
New York
-$2.24M
3
SFS
Shaker Financial Services
Virginia
-$1.31M
4
Cohen & Steers
Cohen & Steers
New York
-$382K
5
MC
Matisse Capital
Oregon
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$685K -$37.2K -3,298 -5%
LSC
27
Logan Stone Capital
Illinois
$636K +$134K +11,896 +26%
MML Investors Services
28
MML Investors Services
Massachusetts
$627K +$80.2K +7,105 +14%
QL
29
Quarry LP
New York
$591K +$607K +53,822 New
YCM
30
Yakira Capital Management
Connecticut
$476K +$489K +43,315 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$443K +$57.7K +5,111 +14%
RCM
32
Robinson Capital Management
Michigan
$443K +$451K +40,000 +22,857%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$407K +$93.2K +8,258 +29%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$373K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$358K +$39.5K +3,500 +12%
NA
36
NewEdge Advisors
Louisiana
$348K +$10.2K +900 +3%
SWM
37
SeaCrest Wealth Management
New York
$318K +$189K +16,749 +137%
LCM
38
Landscape Capital Management
New Jersey
$306K +$314K +27,842 New
GCM
39
Gator Capital Management
Florida
$302K +$3.89K +345 +1%
HF
40
HRT Financial
New York
$269K +$277K +24,589 New
Stifel Financial
41
Stifel Financial
Missouri
$221K +$72K +6,380 +47%
SI
42
Stephens Inc
Arkansas
$208K – – –
VAM
43
Verity Asset Management
North Carolina
$184K +$189K +16,762 New
Barclays
44
Barclays
United Kingdom
$172K +$159K +14,056 New
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$170K -$2.31M -204,341 -93%
OC
46
Oppenheimer & Co
New York
$162K +$7.71K +683 +5%
SFS
47
Shaker Financial Services
Virginia
$162K -$1.31M -116,491 -89%
GLLW
48
Graves Light Lenhart Wealth
Virginia
$151K – – –
1W
49
1776 Wealth
Georgia
$144K – – –
PFA
50
Plotkin Financial Advisors
Maryland
$142K +$146K +12,938 New
1
2
3

KIO Hedge Fund Activity: Q1 2023 in Review

63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2023, worth a combined $86.9M — up 55% from $56M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KIO positions and 4 closed out — a net gain of 16 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $8.01M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.31M.

  • 63 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $86.9M of KKR Income Opportunities Fund stock for Q1 2023, up 55% quarter-over-quarter.
  • 20 funds opened new KKR Income Opportunities Fund positions in Q1 2023 and 4 closed out, a net change of +16 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2023 was Clough Capital Partners, an estimated $8.01M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2023 was Janney Montgomery Scott, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2023.