KKR Income Opportunities Fund
KIO
9 hedge funds and large institutions have $7.9M invested in KKR Income Opportunities Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
2.98% more ownership
Funds ownership: 0% → 2.98% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.34M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$3.3M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$231K |
| 4 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
+$202K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$110K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $4.1M | +$4.34M | +235,849 | New |
|
|
U
2
UBS
Zurich,
Switzerland
| $3.12M | +$3.3M | +179,581 | New |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $218K | +$231K | +12,550 | New |
|
|
SNC
4
Stifel Nicolaus & Co
St Louis,
Missouri
| $191K | +$202K | +11,000 | New |
|
|
WAM
5
Wolverine Asset Management
Chicago,
Illinois
| $103K | +$110K | +5,960 | New |
|
6
Barclays
London,
United Kingdom
| $85K | +$92K | +5,000 | New |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $52K | +$55.2K | +3,000 | New |
|
|
LTFS
8
Ladenburg Thalmann Financial Services
Miami,
Florida
| $17K | +$18.4K | +1,000 | New |
|
9
Citigroup
New York
| $9K | +$9.2K | +500 | New |
|
KIO Hedge Fund Activity: Q3 2013 in Review
9 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2013, worth a combined $7.9M.
Buyers outnumbered sellers: 9 funds opened new KIO positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $4.34M.
- 9 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2013, up from 0 in Q2 2013.
- Funds reported $7.9M of KKR Income Opportunities Fund stock for Q3 2013.
- 9 funds opened new KKR Income Opportunities Fund positions in Q3 2013 and 0 closed out, a net change of +9 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2013 was Morgan Stanley, an estimated $4.34M added.
Based on aggregated 13F filings for Q3 2013.