KKR Income Opportunities Fund
KIO
53 hedge funds and large institutions have $61M invested in KKR Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 9 closing their positions.
127% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 11
2.07% more ownership
Funds ownership: 24.12% → 26.2% (+2.1%)
5% more capital invested
Capital invested by funds: $58.1M → $61M (+$2.84M)
5% less funds holding
Funds holding: 56 → 53 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.48M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.63M |
| 3 |
PAS
Park Avenue Securities
New York
|
+$1.28M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$925K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.04M |
| 2 |
VEA
Virtus ETF Advisers
New York
|
-$633K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$501K |
| 4 |
OFG
OTA Financial Group
Purchase,
New York
|
-$452K |
| 5 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$296K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
51
SignatureFD
Atlanta,
Georgia
| $3K | +$3.65K | +300 | New |
|
|
RCM
52
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| $2K | – | – | – |
|
|
VEA
53
Virtus ETF Advisers
New York
| – | -$633K | -54,405 | Closed |
|
|
OFG
54
OTA Financial Group
Purchase,
New York
| – | -$452K | -38,858 | Closed |
|
|
BCM
55
Bluefin Capital Management
New York
| – | -$248K | -21,402 | Closed |
|
|
SWP
56
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$238K | -20,462 | Closed |
|
|
USCWA
57
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$176K | -15,150 | Closed |
|
|
QC
58
Quantedge Capital
Singapore
| – | -$166K | -14,300 | Closed |
|
59
Walleye Capital
New York
| – | -$121K | -10,378 | Closed |
|
|
RJFSA
60
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$117K | -10,025 | Closed |
|
|
AIP
61
Ahrens Investment Partners
Lafayette,
Louisiana
| – | -$22K | -1,900 | Closed |
|
KIO Hedge Fund Activity: Q3 2022 in Review
53 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2022, worth a combined $61M — up 4.9% from $58.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KIO and 6 opened new positions — a net loss of 3 holders — while 11 trimmed existing stakes and 25 added.
The largest buyer was Janney Montgomery Scott, opening a new position worth an estimated $2.48M. The largest seller was Wolverine Asset Management, cutting an estimated $1.04M.
- 53 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2022, down from 56 in Q2 2022.
- Funds reported $61M of KKR Income Opportunities Fund stock for Q3 2022, up 4.9% quarter-over-quarter.
- 6 funds opened new KKR Income Opportunities Fund positions in Q3 2022 and 9 closed out, a net change of -3 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2022 was Janney Montgomery Scott, an estimated $2.48M added.
- The largest KKR Income Opportunities Fund seller in Q3 2022 was Wolverine Asset Management, an estimated $1.04M sold.
Based on aggregated 13F filings for Q3 2022.