KKR Income Opportunities Fund
KIO
59 hedge funds and large institutions have $73.9M invested in KKR Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
13% more funds holding
Funds holding: 52 → 59 (+7)
10% more capital invested
Capital invested by funds: $66.9M → $73.9M (+$6.99M)
0.47% more ownership
Funds ownership: 18.01% → 18.48% (+0.47%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$5.1M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$603K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$492K |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$266K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.16M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$1.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$605K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$437K |
| 5 |
LPL Financial
San Diego,
California
|
-$314K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $39.7K | – | – | – |
|
|
FFWM
52
Future Financial Wealth Management
Cincinnati,
Ohio
| $21.4K | +$20.7K | +1,450 | New |
|
|
HGA
53
Hobbs Group Advisors
Columbia,
South Carolina
| $14.8K | – | – | – |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| $8.86K | +$8.56K | +600 | New |
|
|
AWM
55
Avior Wealth Management
Omaha,
Nebraska
| $5.55K | – | – | – |
|
56
JP Morgan Chase
New York
| $3.4K | – | – | – |
|
57
AssetMark Inc
Concord,
California
| $1.15K | – | – | – |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$656 | +46 | New |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| $590 | +$571 | +40 | New |
|
|
SW
60
Simplicity Wealth
Summit,
New Jersey
| – | -$1.03M | -75,082 | Closed |
|
|
MAM
61
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$14.8K | -1,082 | Closed |
|
|
VAG
62
VisionPoint Advisory Group
Dallas,
Texas
| – | -$13.7K | -1,000 | Closed |
|
|
TRCT
63
Tower Research Capital (TRC)
New York
| – | -$603 | -44 | Closed |
|
KIO Hedge Fund Activity: Q3 2024 in Review
59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2024, worth a combined $73.9M — up 10% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new KIO positions and 4 closed out — a net gain of 7 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $5.1M. The largest seller was Morgan Stanley, cutting an estimated $3.16M.
- 59 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2024, up from 52 in Q2 2024.
- Funds reported $73.9M of KKR Income Opportunities Fund stock for Q3 2024, up 10% quarter-over-quarter.
- 11 funds opened new KKR Income Opportunities Fund positions in Q3 2024 and 4 closed out, a net change of +7 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2024 was Penserra Capital Management, an estimated $5.1M added.
- The largest KKR Income Opportunities Fund seller in Q3 2024 was Morgan Stanley, an estimated $3.16M sold.
Based on aggregated 13F filings for Q3 2024.