KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
QL
2
Quarry LP
New York
$1.41M
3
CCP
3
Clough Capital Partners
Massachusetts
$8.85M
4
GC
4
Guggenheim Capital
Illinois
$5.34M
5
SIA
5
Sit Investment Associates
Minnesota
$12.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
SRC
2
Sage Rhino Capital
California
$1.57M
3
SCM
3
Saba Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$900K
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
51
Carolinas Wealth Consulting
North Carolina
$60.8K +$60.8K +5,233 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$34.8K +$10.9K +936 +45%
MAM
53
Marquette Asset Management
Minnesota
$12.6K – – –
IPW
54
Impact Partnership Wealth
Georgia
$11K +$11K +944 New
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$1.43K -$72.4K -6,233 -98%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +86 New
First Manhattan
57
First Manhattan
New York
$174 – – –
RCM
58
Rivernorth Capital Management
Florida
– -$2.96M -269,648 Closed
SCM
59
Saba Capital Management
New York
– -$1.67M -151,886 Closed
LSC
60
Logan Stone Capital
Illinois
– -$636K -57,902 Closed
LCM
61
Landscape Capital Management
New Jersey
– -$306K -27,842 Closed
HF
62
HRT Financial
New York
– -$269K -24,589 Closed
SFS
63
Shaker Financial Services
Virginia
– -$162K -14,718 Closed
Barclays
64
Barclays
United Kingdom
– -$172K -14,056 Closed
CA
65
Calton & Associates
Florida
– -$141K -12,815 Closed
RJA
66
Raymond James & Associates
Florida
– -$123K -11,165 Closed
AAS
67
Ameritas Advisory Services
Nebraska
– -$8.59K -771 Closed
WP
68
WealthPLAN Partners
Nebraska
– -$5.82K -530 Closed
BWA
69
BDO Wealth Advisors
Florida
– -$3.55K -323 Closed
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