KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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
Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.8%
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

1
AIA
Absolute Investment Advisers
Florida
$3.69M
2
AAM
Advisors Asset Management
Colorado
$5.99M
3
Bank of America
Bank of America
North Carolina
$4.93M
4
BI
Bramshill Investments
Florida
$580K
5
CA
Cetera Advisors
Colorado
$574K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.5M
2
SIA
Sit Investment Associates
Minnesota
$0
3
CCP
Clough Capital Partners
Massachusetts
$0
4
WCMNY
Westchester Capital Management (New York)
New York
$0
5
QL
Quarry LP
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
26
Comerica Bank
Texas
$516K +$1.34K +99 +0.3%
Ameriprise
27
Ameriprise
Minnesota
$499K -$162K -11,426 -25%
VCWA
28
Vanguard Capital Wealth Advisors
Colorado
$474K – – –
NA
29
NewEdge Advisors
Louisiana
$398K +$70.4K +5,200 +21%
GCM
30
Gator Capital Management
Florida
$373K – – –
WS
31
Wedbush Securities
California
$352K +$85.2K +6,293 +32%
SWM
32
SeaCrest Wealth Management
New York
$302K +$7.57K +559 +3%
SFS
33
Shaker Financial Services
Virginia
$281K +$281K +20,779 New
SI
34
Stephens Inc
Arkansas
$256K – – –
VAM
35
Verity Asset Management
North Carolina
$249K -$8.45K -624 -3%
CAN
36
Cetera Advisor Networks
California
$215K +$46.5K +3,436 +28%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$214K +$18.1K +1,334 +9%
GLLW
38
Graves Light Lenhart Wealth
Virginia
$186K – – –
RJA
39
Raymond James & Associates
Florida
$181K +$181K +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 +$176K +12,996 New
PFA
43
Plotkin Financial Advisors
Maryland
$175K – – –
HighTower Advisors
44
HighTower Advisors
Illinois
$161K – – –
PI
45
PFG Investments
New York
$154K +$154K +11,356 New
CA
46
CoreCap Advisors
Michigan
$97.5K +$97.5K +7,200 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$76.5K +$7.46K +551 +11%
CWC
48
Carolinas Wealth Consulting
North Carolina
$70.9K – – –
BWP
49
Baldwin Wealth Partners
Massachusetts
$40.6K +$40.6K +3,000 New
FFWM
50
Future Financial Wealth Management
Ohio
$23K +$23K +1,700 New
1
2
3