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KIO

KKR Income Opportunities Fund
KIO

57 hedge funds and large institutions have $85.9M invested in KKR Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 19

1% less capital invested

Capital invested by funds: $86.9M → $85.9M (-$1.03M)

2.58% less ownership

Funds ownership: 38.94% → 36.37% (-2.6%)

10% less funds holding

Funds holding: 63 → 57 (-6)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$863K
2
QL
Quarry LP
New York
+$760K
3
CCP
Clough Capital Partners
Massachusetts
+$582K
4
GC
Guggenheim Capital
Illinois
+$538K
5
SIA
Sit Investment Associates
Minnesota
+$447K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.96M
2
SRC
Sage Rhino Capital
California
-$2.31M
3
SCM
Saba Capital Management
New York
-$1.67M
4
Cohen & Steers
Cohen & Steers
New York
-$766K
5
LSC
Logan Stone Capital
Illinois
-$636K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$657K -$6.3K -564 -1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$517K +$46.8K +4,183 +10%
YCM
28
Yakira Capital Management
Connecticut
$503K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$483K +$101K +9,029 +28%
RCM
30
Robinson Capital Management
Michigan
$468K +$648 +58 +0.1%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$415K -$298K -26,637 -43%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$406K +$11.2K +1,000 +3%
NA
33
NewEdge Advisors
Louisiana
$367K +$2.24K +200 +0.6%
GCM
34
Gator Capital Management
Florida
$320K – – –
SWM
35
SeaCrest Wealth Management
New York
$277K -$57.3K -5,121 -18%
TA
36
Tiedemann Advisors
New York
$232K +$224K +20,000 New
SI
37
Stephens Inc
Arkansas
$219K – – –
VAM
38
Verity Asset Management
North Carolina
$213K +$17.6K +1,570 +9%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$192K -$36.6K -3,270 -17%
Stifel Financial
40
Stifel Financial
Missouri
$190K -$41.7K -3,733 -19%
WS
41
Wedbush Securities
California
$177K +$171K +15,280 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$174K -$4.95K -443 -3%
OC
43
Oppenheimer & Co
New York
$171K – – –
GLLW
44
Graves Light Lenhart Wealth
Virginia
$159K – – –
1W
45
1776 Wealth
Georgia
$153K – – –
PFA
46
Plotkin Financial Advisors
Maryland
$150K – – –
HighTower Advisors
47
HighTower Advisors
Illinois
$138K – – –
KA
48
Kovack Advisors
Florida
$134K -$4.59K -411 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$126K +$121K +10,821 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$119K +$115K +10,266 New
1
2
3

KIO Hedge Fund Activity: Q2 2023 in Review

57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2023, worth a combined $85.9M — down 1.2% from $86.9M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of KIO and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $863K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.96M sold.

  • 57 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2023, down from 63 in Q1 2023.
  • Funds reported $85.9M of KKR Income Opportunities Fund stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 7 funds opened new KKR Income Opportunities Fund positions in Q2 2023 and 12 closed out, a net change of -5 holders.
  • The largest KKR Income Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $863K added.
  • The largest KKR Income Opportunities Fund seller in Q2 2023 was Rivernorth Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2023.