KKR Income Opportunities Fund
KIO
56 hedge funds and large institutions have $58.1M invested in KKR Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
12% more funds holding
Funds holding: 50 → 56 (+6)
1.52% more ownership
Funds ownership: 22.6% → 24.12% (+1.5%)
12% less capital invested
Capital invested by funds: $66.3M → $58.1M (-$8.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.65M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.57M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.11M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.09M |
| 5 |
BlackRock
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.86M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.55M |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$284K |
| 4 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$167K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$145K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJFSA
51
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $117K | -$18.8K | -1,445 | -13% |
|
|
MC
52
Matisse Capital
Portland,
Oregon
| $116K | +$130K | +10,000 | New |
|
|
SWM
53
SeaCrest Wealth Management
Purchase,
New York
| $84K | +$93.7K | +7,189 | New |
|
|
AIP
54
Ahrens Investment Partners
Lafayette,
Louisiana
| $22K | -$10.4K | -800 | -30% |
|
|
RCM
55
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $2K | +$2.28K | +175 | New |
|
|
MCA
56
Magnolia Capital Advisors
Jackson,
Mississippi
| – | -$284K | -19,685 | Closed |
|
57
Envestnet Asset Management
Chicago,
Illinois
| – | -$144K | -10,000 | Closed |
|
|
FFWM
58
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$108K | -7,500 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$6K | -412 | Closed |
|
KIO Hedge Fund Activity: Q2 2022 in Review
56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2022, worth a combined $58.1M — down 12% from $66.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KIO positions and 4 closed out — a net gain of 6 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.
- 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $58.1M of KKR Income Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
- The largest KKR Income Opportunities Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $1.65M added.
- The largest KKR Income Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $4.86M sold.
Based on aggregated 13F filings for Q2 2022.