We are live on ! Find out more
KIO

KKR Income Opportunities Fund
KIO

55 hedge funds and large institutions have $74.5M invested in KKR Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

2% less funds holding

Funds holding: 56 → 55 (-1)

14.9% less ownership

Funds ownership: 35.2% → 20.3% (-15%)

17% less capital invested

Capital invested by funds: $90M → $74.5M (-$15.5M)

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Absolute Investment Advisers
Florida
+$3.54M
2
AAM
Advisors Asset Management
Colorado
+$847K
3
Bank of America
Bank of America
North Carolina
+$824K
4
BI
Bramshill Investments
Florida
+$557K
5
CA
Cetera Advisors
Colorado
+$551K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.47M
2
SIA
Sit Investment Associates
Minnesota
-$8.04M
3
CCP
Clough Capital Partners
Massachusetts
-$7.76M
4
WCMNY
Westchester Capital Management (New York)
New York
-$1.32M
5
QL
Quarry LP
New York
-$732K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Marquette Asset Management
Minnesota
$14.6K – – –
VAG
52
VisionPoint Advisory Group
Texas
$13.5K +$13K +1,000 New
JP Morgan Chase
53
JP Morgan Chase
New York
$4.01K -$163K -12,577 -98%
AssetMark Inc
54
AssetMark Inc
California
$1.06K +$1.01K +78 New
FIA
55
FNY Investment Advisers
New York
$5 +$5.2K +400 New
SIA
56
Sit Investment Associates
Minnesota
– -$8.04M -639,527 Closed
CCP
57
Clough Capital Partners
Massachusetts
– -$7.76M -617,415 Closed
WCMNY
58
Westchester Capital Management (New York)
New York
– -$1.32M -105,206 Closed
RCM
59
Robinson Capital Management
Michigan
– -$421K -33,264 Closed
CPRC
60
Consolidated Portfolio Review Corp
New York
– -$259K -20,617 Closed
MHS
61
M Holdings Securities
Oregon
– -$204K -16,236 Closed
MWM
62
Mission Wealth Management
California
– -$201K -16,000 Closed
AC
63
Aristides Capital
Kentucky
– -$196K -15,629 Closed
VF
64
Virtu Financial
New York
– -$162K -12,891 Closed
LCM
65
Landscape Capital Management
New Jersey
– -$156K -12,389 Closed
AFG
66
Atomi Financial Group
New York
– -$153K -12,173 Closed
ANBT
67
American National Bank & Trust
Texas
– -$2.51K -200 Closed
First Manhattan
68
First Manhattan
New York
– -$188 -15 Closed
1 2
3

KIO Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2024, worth a combined $74.5M — down 17% from $90M a quarter earlier.

Fund positioning in KIO was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 21 added to existing stakes and 10 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $3.54M. The largest seller was Morgan Stanley, cutting an estimated $9.47M.

  • 55 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $74.5M of KKR Income Opportunities Fund stock for Q1 2024, down 17% quarter-over-quarter.
  • 13 funds opened new KKR Income Opportunities Fund positions in Q1 2024 and 13 closed out, a net change of 0 holders.
  • The largest KKR Income Opportunities Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $3.54M added.
  • The largest KKR Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.47M sold.

Based on aggregated 13F filings for Q1 2024.