KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

57 hedge funds and large institutions have $83.7M invested in KKR Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
VEA
3
Virtus ETF Advisers
New York
$734K
4
WCMNY
4
Westchester Capital Management (New York)
New York
$694K
5
GC
5
Guggenheim Capital
Illinois
$6.18M

Top Sellers

1
SRC
1
Sage Rhino Capital
California
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$7.82M
3
PAS
3
Park Avenue Securities
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$336K
5
AA
5
AQR Arbitrage
Connecticut
$318K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$491K -$41.6K -3,480 -8%
VCWA
27
Vanguard Capital Wealth Advisors
Colorado
$419K – – –
Comerica Bank
28
Comerica Bank
Texas
$389K +$389K +32,547 New
SFS
29
Shaker Financial Services
Virginia
$366K +$366K +30,582 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$336K -$1.25M -104,386 -79%
GCM
31
Gator Capital Management
Florida
$329K – – –
MHS
32
M Holdings Securities
Oregon
$323K +$323K +27,026 New
AA
33
AQR Arbitrage
Connecticut
$318K -$1.17M -97,438 -79%
YCM
34
Yakira Capital Management
Connecticut
$301K -$217K -18,163 -42%
SWM
35
SeaCrest Wealth Management
New York
$290K +$4.21K +352 +1%
CPRC
36
Consolidated Portfolio Review Corp
New York
$247K -$1.14M -95,383 -82%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$241K -$186K -15,562 -44%
TA
38
Tiedemann Advisors
New York
$239K – – –
VAM
39
Verity Asset Management
North Carolina
$237K +$17.9K +1,499 +8%
NA
40
NewEdge Advisors
Louisiana
$236K -$142K -11,900 -38%
WS
41
Wedbush Securities
California
$232K +$49.2K +4,116 +27%
SI
42
Stephens Inc
Arkansas
$226K – – –
Stifel Financial
43
Stifel Financial
Missouri
$194K -$1.57K -131 -0.8%
MWM
44
Mission Wealth Management
California
$191K +$191K +16,000 New
GLLW
45
Graves Light Lenhart Wealth
Virginia
$162K – – –
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$159K +$36.3K +3,042 +30%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$156K -$23.5K -1,967 -13%
PFA
48
Plotkin Financial Advisors
Maryland
$155K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
$142K – – –
RCM
50
Robinson Capital Management
Michigan
$134K -$340K -28,872 -72%
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