KKR Income Opportunities Fund
KIO
52 hedge funds and large institutions have $66.9M invested in KKR Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 8 closing their positions.
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
2.29% less ownership
Funds ownership: 20.3% → 18.01% (-2.3%)
5% less funds holding
Funds holding: 55 → 52 (-3)
10% less capital invested
Capital invested by funds: $74.5M → $66.9M (-$7.63M)
48% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$1.01M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$389K |
| 3 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$218K |
| 4 |
IFG
Independent Financial Group
San Diego,
California
|
+$201K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$3.69M |
| 2 |
QL
Quarry LP
New York
|
-$1.17M |
| 3 |
Rockefeller Capital Management
New York
|
-$939K |
| 4 |
Morgan Stanley
New York
|
-$698K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$568K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| $1.07K | – | – | – |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $603 | +$590 | +44 | New |
|
|
AIA
53
Absolute Investment Advisers
Rosemary Beach,
Florida
| – | -$3.69M | -272,446 | Closed |
|
|
QL
54
Quarry LP
New York
| – | -$1.17M | -86,692 | Closed |
|
55
Ameriprise
Minneapolis,
Minnesota
| – | -$499K | -35,127 | Closed |
|
|
SFS
56
Shaker Financial Services
Arlington,
Virginia
| – | -$281K | -20,779 | Closed |
|
|
PI
57
PFG Investments
Woodbury,
New York
| – | -$154K | -11,356 | Closed |
|
|
CWC
58
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$70.9K | -5,233 | Closed |
|
|
FFWM
59
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$23K | -1,700 | Closed |
|
|
FIA
60
FNY Investment Advisers
New York
| – | -$5 | -400 | Closed |
|
KIO Hedge Fund Activity: Q2 2024 in Review
52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2024, worth a combined $66.9M — down 10% from $74.5M a quarter earlier.
Fund positioning in KIO was balanced in Q2 2024: 8 funds opened new positions, 8 closed out, 11 added to existing stakes and 21 trimmed.
The largest buyer was Simplicity Wealth, opening a new position worth an estimated $1.01M. The largest seller was Absolute Investment Advisers, exiting entirely with an estimated $3.69M sold.
- 52 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2024, down from 55 in Q1 2024.
- Funds reported $66.9M of KKR Income Opportunities Fund stock for Q2 2024, down 10% quarter-over-quarter.
- 8 funds opened new KKR Income Opportunities Fund positions in Q2 2024 and 8 closed out, a net change of 0 holders.
- The largest KKR Income Opportunities Fund buyer in Q2 2024 was Simplicity Wealth, an estimated $1.01M added.
- The largest KKR Income Opportunities Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $3.69M sold.
Based on aggregated 13F filings for Q2 2024.