KKR Income Opportunities Fund
KIO
57 hedge funds and large institutions have $85.9M invested in KKR Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
1% less capital invested
Capital invested by funds: $86.9M → $85.9M (-$1.03M)
2.58% less ownership
Funds ownership: 38.94% → 36.37% (-2.6%)
10% less funds holding
Funds holding: 63 → 57 (-6)
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$863K |
| 2 |
QL
Quarry LP
New York
|
+$760K |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$582K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$538K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.96M |
| 2 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$2.31M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.67M |
| 4 |
Cohen & Steers
New York
|
-$766K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$636K |
KIO Hedge Fund Activity: Q2 2023 in Review
57 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2023, worth a combined $85.9M — down 1.2% from $86.9M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of KIO and 7 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 20 added.
The largest buyer was Morgan Stanley, adding an estimated $863K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $2.96M sold.
- 57 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2023, down from 63 in Q1 2023.
- Funds reported $85.9M of KKR Income Opportunities Fund stock for Q2 2023, down 1.2% quarter-over-quarter.
- 7 funds opened new KKR Income Opportunities Fund positions in Q2 2023 and 12 closed out, a net change of -5 holders.
- The largest KKR Income Opportunities Fund buyer in Q2 2023 was Morgan Stanley, an estimated $863K added.
- The largest KKR Income Opportunities Fund seller in Q2 2023 was Rivernorth Capital Management, an estimated $2.96M sold.
Based on aggregated 13F filings for Q2 2023.