KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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
Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.9%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
QL
2
Quarry LP
New York
$1.41M
3
CCP
3
Clough Capital Partners
Massachusetts
$8.85M
4
GC
4
Guggenheim Capital
Illinois
$5.34M
5
SIA
5
Sit Investment Associates
Minnesota
$12.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
SRC
2
Sage Rhino Capital
California
$1.57M
3
SCM
3
Saba Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$900K
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$657K -$6.55K -564 -1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$517K +$48.6K +4,183 +10%
YCM
28
Yakira Capital Management
Connecticut
$503K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$483K +$105K +9,029 +28%
RCM
30
Robinson Capital Management
Michigan
$468K +$675 +58 +0.1%
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$415K -$310K -26,637 -43%
VCWA
32
Vanguard Capital Wealth Advisors
Colorado
$406K +$11.6K +1,000 +3%
NA
33
NewEdge Advisors
Louisiana
$367K +$2.32K +200 +0.6%
GCM
34
Gator Capital Management
Florida
$320K – – –
SWM
35
SeaCrest Wealth Management
New York
$277K -$59.5K -5,121 -18%
TA
36
Tiedemann Advisors
New York
$232K +$232K +20,000 New
SI
37
Stephens Inc
Arkansas
$219K – – –
VAM
38
Verity Asset Management
North Carolina
$213K +$18.2K +1,570 +9%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$192K -$38K -3,270 -17%
Stifel Financial
40
Stifel Financial
Missouri
$190K -$43.3K -3,733 -19%
WS
41
Wedbush Securities
California
$177K +$177K +15,280 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$174K -$5.13K -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 -$4.77K -411 -3%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$126K +$126K +10,821 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$119K +$119K +10,266 New
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