KIO

KKR Income Opportunities Fund

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$472K +$119K +9,450 +34%
VCWA
27
Vanguard Capital Wealth Advisors
Colorado
$440K
RCM
28
Robinson Capital Management
Michigan
$421K +$277K +21,903 +193%
GCM
29
Gator Capital Management
Florida
$346K
NA
30
NewEdge Advisors
Louisiana
$304K +$56.6K +4,500 +23%
SWM
31
SeaCrest Wealth Management
New York
$276K -$31.2K -2,454 -10%
Stifel Financial
32
Stifel Financial
Missouri
$262K +$58.1K +4,625 +28%
CPRC
33
Consolidated Portfolio Review Corp
New York
$259K
WS
34
Wedbush Securities
California
$248K +$4.09K +325 +2%
VAM
35
Verity Asset Management
North Carolina
$239K -$10.6K -841 -4%
SI
36
Stephens Inc
Arkansas
$238K
MHS
37
M Holdings Securities
Oregon
$204K -$136K -10,790 -40%
MWM
38
Mission Wealth Management
California
$201K
AC
39
Aristides Capital
Kentucky
$196K +$196K +15,629 New
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$182K +$14.7K +1,167 +9%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$173K
CIA
42
Concurrent Investment Advisors
Florida
$168K +$168K +13,370 New
1W
43
1776 Wealth
Georgia
$165K +$165K +13,144 New
PFA
44
Plotkin Financial Advisors
Maryland
$163K
VF
45
Virtu Financial
New York
$162K +$162K +12,891 New
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$162K +$149K +11,819 +1,121%
CAN
47
Cetera Advisor Networks
California
$156K +$156K +12,416 New
LCM
48
Landscape Capital Management
New Jersey
$156K +$156K +12,389 New
AFG
49
Atomi Financial Group
New York
$153K +$153K +12,173 New
HighTower Advisors
50
HighTower Advisors
Illinois
$149K