We are live on ! Find out more
KIO

KKR Income Opportunities Fund
KIO

63 hedge funds and large institutions have $86.9M invested in KKR Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

55% more capital invested

Capital invested by funds: $56M → $86.9M (+$30.9M)

31% more funds holding

Funds holding: 48 → 63 (+15)

13.94% more ownership

Funds ownership: 25% → 38.94% (+14%)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Clough Capital Partners
Massachusetts
+$8.01M
2
Morgan Stanley
Morgan Stanley
New York
+$7.02M
3
SIA
Sit Investment Associates
Minnesota
+$4.13M
4
RCM
Rivernorth Capital Management
Florida
+$3.04M
5
UBS Group
UBS Group
Switzerland
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.31M
2
GA
GraniteShares Advisors
New York
-$2.24M
3
SFS
Shaker Financial Services
Virginia
-$1.31M
4
Cohen & Steers
Cohen & Steers
New York
-$382K
5
MC
Matisse Capital
Oregon
-$379K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
51
Calton & Associates
Florida
$141K +$145K +12,815 New
ICMP
52
Integrated Capital Management (Pennsylvania)
Pennsylvania
$137K +$71.4K +6,323 +47%
KA
53
Kovack Advisors
Florida
$131K +$135K +11,951 New
HighTower Advisors
54
HighTower Advisors
Illinois
$130K -$2.7K -239 -2%
RJA
55
Raymond James & Associates
Florida
$123K +$126K +11,165 New
JP Morgan Chase
56
JP Morgan Chase
New York
$70K +$71.7K +6,356 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$22.7K -$81.3K -7,203 -78%
AIP
58
Ahrens Investment Partners
Louisiana
$17.6K +$18.1K +1,600 New
MAM
59
Marquette Asset Management
Minnesota
$11.9K +$124 +11 +1%
AAS
60
Ameritas Advisory Services
Nebraska
$8.59K +$8.7K +771 New
WP
61
WealthPLAN Partners
Nebraska
$5.82K +$5.98K +530 New
BWA
62
BDO Wealth Advisors
Florida
$3.55K +$3.65K +323 New
First Manhattan
63
First Manhattan
New York
$164 – – –
GA
64
GraniteShares Advisors
New York
– -$2.24M -203,482 Closed
MC
65
Matisse Capital
Oregon
– -$379K -34,381 Closed
EC
66
Elequin Capital
New York
– -$53.3K -4,842 Closed
IA
67
IFP Advisors
Florida
– -$4K -83 Closed
1 2
3

KIO Hedge Fund Activity: Q1 2023 in Review

63 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2023, worth a combined $86.9M — up 55% from $56M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KIO positions and 4 closed out — a net gain of 16 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was Clough Capital Partners, opening a new position worth an estimated $8.01M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.31M.

  • 63 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2023, up from 48 in Q4 2022.
  • Funds reported $86.9M of KKR Income Opportunities Fund stock for Q1 2023, up 55% quarter-over-quarter.
  • 20 funds opened new KKR Income Opportunities Fund positions in Q1 2023 and 4 closed out, a net change of +16 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2023 was Clough Capital Partners, an estimated $8.01M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2023 was Janney Montgomery Scott, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2023.