We are live on ! Find out more
KIO

KKR Income Opportunities Fund
KIO

56 hedge funds and large institutions have $90M invested in KKR Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $83.7M → $90M (+$6.35M)

0.81% more ownership

Funds ownership: 34.39% → 35.2% (+0.81%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 57 → 56 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.1M
2
AAM
Advisors Asset Management
Colorado
+$1.19M
3
WCMNY
Westchester Capital Management (New York)
New York
+$561K
4
Ameriprise
Ameriprise
Minnesota
+$554K
5
KA
Kovack Advisors
Florida
+$320K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.09M
2
VCM
Vivaldi Capital Management
Illinois
-$2.71M
3
Cohen & Steers
Cohen & Steers
New York
-$638K
4
MML Investors Services
MML Investors Services
Massachusetts
-$578K
5
CCP
Clough Capital Partners
Massachusetts
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$472K +$112K +9,450 +34%
VCWA
27
Vanguard Capital Wealth Advisors
Colorado
$440K – – –
RCM
28
Robinson Capital Management
Michigan
$421K +$261K +21,903 +193%
GCM
29
Gator Capital Management
Florida
$346K – – –
NA
30
NewEdge Advisors
Louisiana
$304K +$53.5K +4,500 +23%
SWM
31
SeaCrest Wealth Management
New York
$276K -$29.2K -2,454 -10%
Stifel Financial
32
Stifel Financial
Missouri
$262K +$55K +4,625 +28%
CPRC
33
Consolidated Portfolio Review Corp
New York
$259K – – –
WS
34
Wedbush Securities
California
$248K +$3.87K +325 +2%
VAM
35
Verity Asset Management
North Carolina
$239K -$10K -841 -4%
SI
36
Stephens Inc
Arkansas
$238K – – –
MHS
37
M Holdings Securities
Oregon
$204K -$128K -10,790 -40%
MWM
38
Mission Wealth Management
California
$201K – – –
AC
39
Aristides Capital
Kentucky
$196K +$186K +15,629 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$182K +$13.9K +1,167 +9%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$173K – – –
CIA
42
Concurrent Investment Advisors
Florida
$168K +$159K +13,370 New
1W
43
1776 Wealth
Georgia
$165K +$156K +13,144 New
PFA
44
Plotkin Financial Advisors
Maryland
$163K – – –
VF
45
Virtu Financial
New York
$162K +$153K +12,891 New
JP Morgan Chase
46
JP Morgan Chase
New York
$162K +$141K +11,819 +1,121%
CAN
47
Cetera Advisor Networks
California
$156K +$148K +12,416 New
LCM
48
Landscape Capital Management
New Jersey
$156K +$147K +12,389 New
AFG
49
Atomi Financial Group
New York
$153K +$145K +12,173 New
HighTower Advisors
50
HighTower Advisors
Illinois
$149K – – –
1
2
3

KIO Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2023, worth a combined $90M — up 7.6% from $83.7M a quarter earlier.

Fund positioning in KIO was balanced in Q4 2023: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Sit Investment Associates, cutting an estimated $4.09M.

  • 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $90M of KKR Income Opportunities Fund stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 10 funds opened new KKR Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of 0 holders.
  • The largest KKR Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $8.1M added.
  • The largest KKR Income Opportunities Fund seller in Q4 2023 was Sit Investment Associates, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2023.