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KIO

KKR Income Opportunities Fund
KIO

57 hedge funds and large institutions have $83.7M invested in KKR Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

3% less capital invested

Capital invested by funds: $85.9M → $83.7M (-$2.22M)

1.97% less ownership

Funds ownership: 36.37% → 34.39% (-2%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
+$1.38M
2
Morgan Stanley
Morgan Stanley
New York
+$844K
3
VEA
Virtus ETF Advisers
New York
+$733K
4
WCMNY
Westchester Capital Management (New York)
New York
+$694K
5
GC
Guggenheim Capital
Illinois
+$678K

Top Sellers

Rank Fund Capital Flow
1
SRC
Sage Rhino Capital
California
-$1.57M
2
CCP
Clough Capital Partners
Massachusetts
-$1.3M
3
PAS
Park Avenue Securities
New York
-$1.26M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.25M
5
AA
AQR Arbitrage
Connecticut
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$59.4K – – –
FIM
52
FWL Investment Management
Texas
$50.5K +$50.4K +4,219 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$23.9K -$12K -1,000 -33%
MAM
54
Marquette Asset Management
Minnesota
$12.9K – – –
JP Morgan Chase
55
JP Morgan Chase
New York
$12.6K +$11.1K +931 +757%
EC
56
Elequin Capital
New York
$3.35K +$3.35K +280 New
First Manhattan
57
First Manhattan
New York
$179 – – –
SRC
58
Sage Rhino Capital
California
– -$1.57M -134,803 Closed
PAS
59
Park Avenue Securities
New York
– -$1.26M -108,513 Closed
ICMP
60
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$192K -16,503 Closed
OC
61
Oppenheimer & Co
New York
– -$171K -14,733 Closed
1W
62
1776 Wealth
Georgia
– -$153K -13,144 Closed
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
– -$126K -10,821 Closed
IPW
64
Impact Partnership Wealth
Georgia
– -$11K -944 Closed
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
– -$1K -86 Closed
1 2
3

KIO Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2023, worth a combined $83.7M — down 2.6% from $85.9M a quarter earlier.

Fund positioning in KIO was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 22 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.38M. The largest seller was Sage Rhino Capital, exiting entirely with an estimated $1.57M sold.

  • 57 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $83.7M of KKR Income Opportunities Fund stock for Q3 2023, down 2.6% quarter-over-quarter.
  • 8 funds opened new KKR Income Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of 0 holders.
  • The largest KKR Income Opportunities Fund buyer in Q3 2023 was Advisors Asset Management, an estimated $1.38M added.
  • The largest KKR Income Opportunities Fund seller in Q3 2023 was Sage Rhino Capital, an estimated $1.57M sold.

Based on aggregated 13F filings for Q3 2023.