We are live on ! Find out more
KIO

KKR Income Opportunities Fund
KIO

56 hedge funds and large institutions have $90M invested in KKR Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

8% more capital invested

Capital invested by funds: $83.7M → $90M (+$6.35M)

0.81% more ownership

Funds ownership: 34.39% → 35.2% (+0.81%)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 57 → 56 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.1M
2
AAM
Advisors Asset Management
Colorado
+$1.19M
3
WCMNY
Westchester Capital Management (New York)
New York
+$561K
4
Ameriprise
Ameriprise
Minnesota
+$554K
5
KA
Kovack Advisors
Florida
+$320K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.09M
2
VCM
Vivaldi Capital Management
Illinois
-$2.71M
3
Cohen & Steers
Cohen & Steers
New York
-$638K
4
MML Investors Services
MML Investors Services
Massachusetts
-$578K
5
CCP
Clough Capital Partners
Massachusetts
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
51
Carolinas Wealth Consulting
North Carolina
$65.8K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$64.1K +$36.9K +3,099 +155%
MAM
53
Marquette Asset Management
Minnesota
$13.6K – – –
HGA
54
Hobbs Group Advisors
South Carolina
$12.6K +$11.9K +1,000 New
ANBT
55
American National Bank & Trust
Texas
$2.51K +$2.38K +200 New
First Manhattan
56
First Manhattan
New York
$188 – – –
VCM
57
Vivaldi Capital Management
Illinois
– -$2.71M -226,326 Closed
Cohen & Steers
58
Cohen & Steers
New York
– -$638K -53,342 Closed
MML Investors Services
59
MML Investors Services
Massachusetts
– -$578K -48,308 Closed
SFS
60
Shaker Financial Services
Virginia
– -$366K -30,582 Closed
AA
61
AQR Arbitrage
Connecticut
– -$318K -26,587 Closed
YCM
62
Yakira Capital Management
Connecticut
– -$301K -25,152 Closed
HWAM
63
Hennion & Walsh Asset Management
New Jersey
– -$241K -20,150 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
– -$156K -13,052 Closed
FIM
65
FWL Investment Management
Texas
– -$50.5K -4,219 Closed
EC
66
Elequin Capital
New York
– -$3.35K -280 Closed
1 2
3

KIO Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2023, worth a combined $90M — up 7.6% from $83.7M a quarter earlier.

Fund positioning in KIO was balanced in Q4 2023: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Sit Investment Associates, cutting an estimated $4.09M.

  • 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2023, down from 57 in Q3 2023.
  • Funds reported $90M of KKR Income Opportunities Fund stock for Q4 2023, up 7.6% quarter-over-quarter.
  • 10 funds opened new KKR Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of 0 holders.
  • The largest KKR Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $8.1M added.
  • The largest KKR Income Opportunities Fund seller in Q4 2023 was Sit Investment Associates, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2023.