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KIO

KKR Income Opportunities Fund
KIO

55 hedge funds and large institutions have $74.5M invested in KKR Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 56 → 55 (-1)

14.9% less ownership

Funds ownership: 35.2% → 20.3% (-15%)

17% less capital invested

Capital invested by funds: $90M → $74.5M (-$15.5M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
+$3.54M
2
AAM
Advisors Asset Management
Colorado
+$847K
3
Bank of America
Bank of America
North Carolina
+$824K
4
BI
Bramshill Investments
Florida
+$557K
5
CA
Cetera Advisors
Colorado
+$551K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.47M
2
SIA
Sit Investment Associates
Minnesota
-$8.04M
3
CCP
Clough Capital Partners
Massachusetts
-$7.76M
4
WCMNY
Westchester Capital Management (New York)
New York
-$1.32M
5
QL
Quarry LP
New York
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$516K +$1.29K +99 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$499K -$148K -11,426 -25%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$474K – – –
NA
29
NewEdge Advisors
Louisiana
$398K +$67.6K +5,200 +21%
GCM
30
Gator Capital Management
Florida
$373K – – –
WS
31
Wedbush Securities
California
$352K +$81.8K +6,293 +32%
SWM
32
SeaCrest Wealth Management
New York
$302K +$7.26K +559 +3%
SFS
33
Shaker Financial Services
Virginia
$281K +$270K +20,779 New
SI
34
Stephens Inc
Arkansas
$256K – – –
VAM
35
Verity Asset Management
North Carolina
$249K -$8.11K -624 -3%
CAN
36
Cetera Advisor Networks
California
$215K +$44.7K +3,436 +28%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$214K +$17.3K +1,334 +9%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$186K – – –
RJA
39
Raymond James & Associates
Florida
$181K +$174K +13,385 New
CIA
40
Concurrent Investment Advisors
Florida
$181K – – –
1W
41
1776 Wealth
Georgia
$178K – – –
LNWWM
42
Laird Norton Wetherby Wealth Management
California
$176K +$169K +12,996 New
PFA
43
Plotkin Financial Advisors
Maryland
$175K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$161K – – –
PI
45
PFG Investments
New York
$154K +$148K +11,356 New
CA
46
CoreCap Advisors
Michigan
$97.5K +$93.6K +7,200 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$76.5K +$7.16K +551 +11%
CWC
48
Carolinas Wealth Consulting
North Carolina
$70.9K – – –
BWP
49
Baldwin Wealth Partners
Massachusetts
$40.6K +$39K +3,000 New
FFWM
50
Future Financial Wealth Management
Ohio
$23K +$22.1K +1,700 New
1
2
3

KIO Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2024, worth a combined $74.5M — down 17% from $90M a quarter earlier.

Fund positioning in KIO was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 21 added to existing stakes and 10 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $3.54M. The largest seller was Morgan Stanley, cutting an estimated $9.47M.

  • 55 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $74.5M of KKR Income Opportunities Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 13 funds opened new KKR Income Opportunities Fund positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $3.54M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.47M sold.

Based on aggregated 13F filings for Q1 2024.