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KIO

KKR Income Opportunities Fund
KIO

59 hedge funds and large institutions have $73.9M invested in KKR Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

13% more funds holding

Funds holding: 52 → 59 (+7)

10% more capital invested

Capital invested by funds: $66.9M → $73.9M (+$6.99M)

0.47% more ownership

Funds ownership: 18.01% → 18.48% (+0.47%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

Holders
59
Holders Change
+7
Holders Change %
+13.46%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$5.1M
2
JWCA
J.W. Cole Advisors
Florida
+$603K
3
Stifel Financial
Stifel Financial
Missouri
+$492K
4
CAM
Cresset Asset Management
Illinois
+$266K
5
PI
PFG Investments
New York
+$241K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.16M
2
SW
Simplicity Wealth
New Jersey
-$1.03M
3
Bank of America
Bank of America
North Carolina
-$605K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$437K
5
LPL Financial
LPL Financial
California
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$502K -$14.5K -1,013 -3%
WS
27
Wedbush Securities
California
$448K +$66.7K +4,677 +18%
SI
28
Stephens Inc
Arkansas
$382K +$99.1K +6,949 +37%
SWM
29
SeaCrest Wealth Management
New York
$347K +$15.3K +1,074 +5%
HighTower Advisors
30
HighTower Advisors
Illinois
$324K +$144K +10,071 +85%
GCM
31
Gator Capital Management
Florida
$291K -$105K -7,358 -27%
CAM
32
Cresset Asset Management
Illinois
$275K +$266K +18,660 New
IFG
33
Independent Financial Group
California
$252K +$30K +2,100 +14%
PI
34
PFG Investments
New York
$249K +$241K +16,895 New
RJA
35
Raymond James & Associates
Florida
$246K +$25.4K +1,783 +12%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$245K -$437K -30,622 -65%
HWAM
37
Hennion & Walsh Asset Management
New Jersey
$233K +$73.8K +5,174 +49%
VAM
38
Verity Asset Management
North Carolina
$222K -$41.3K -2,892 -16%
MHS
39
M Holdings Securities
Oregon
$217K -$21.7K -1,520 -9%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$209K -$45K -3,155 -18%
GLLW
41
Graves Light Lenhart Wealth
Virginia
$203K – – –
CIA
42
Concurrent Investment Advisors
Florida
$197K – – –
AWS
43
Atria Wealth Solutions
New York
$195K +$7.96K +558 +4%
1W
44
1776 Wealth
Georgia
$194K – – –
SWP
45
Stratos Wealth Partners
Ohio
$192K +$185K +13,000 New
LNWWM
46
Laird Norton Wetherby Wealth Management
California
$192K – – –
PFA
47
Plotkin Financial Advisors
Maryland
$191K – – –
Creative Planning
48
Creative Planning
Kansas
$182K +$176K +12,326 New
CA
49
CoreCap Advisors
Michigan
$127K – – –
BWP
50
Baldwin Wealth Partners
Massachusetts
$44.3K – – –
1
2
3

KIO Hedge Fund Activity: Q3 2024 in Review

59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2024, worth a combined $73.9M — up 10% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new KIO positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $3.16M.

  • 59 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2024, up from 52 in Q2 2024.
  • Funds reported $73.9M of KKR Income Opportunities Fund stock for Q3 2024, up 10% quarter-over-quarter.
  • 11 funds opened new KKR Income Opportunities Fund positions in Q3 2024 and 4 closed out, a net change of +7 holders.
  • The largest KKR Income Opportunities Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $5.1M added.
  • The largest KKR Income Opportunities Fund seller in Q3 2024 was Morgan Stanley, an estimated $3.16M sold.

Based on aggregated 13F filings for Q3 2024.