KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

21 hedge funds and large institutions have $33.7M invested in KKR Income Opportunities Fund in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$7.64M
2
SFS
2
Shaker Financial Services
Virginia
$2.59M
3
RBC
3
Ronald Blue & Co
Georgia
$584K
4
Morgan Stanley
4
Morgan Stanley
New York
$12.6M
5
WAM
5
Wolverine Asset Management
Illinois
$484K

Top Sellers

1
FNYS
1
First New York Securities
New York
$0
2
PP
2
Paloma Partners
Connecticut
$0
3
TRCT
3
Tower Research Capital (TRC)
New York
$82K
4
Barclays
4
Barclays
United Kingdom
$55K
5
Invesco
5
Invesco
Georgia
$1.48M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.6M +$545K +30,510 +5%
U
2
UBS
Switzerland
$7.64M +$2.81M +157,443 +58%
SFS
3
Shaker Financial Services
Virginia
$2.59M +$2.26M +126,513 +693%
MIG
4
Mariner Investment Group
New York
$2.56M +$382K +21,413 +18%
Stifel Financial
5
Stifel Financial
Missouri
$2.15M +$2.15M +120,496 New
Invesco
6
Invesco
Georgia
$1.48M -$74.6K -4,176 -5%
Bank of America
7
Bank of America
North Carolina
$1.46M -$26.8K -1,500 -2%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$913K +$17.1K +957 +2%
RBC
9
Ronald Blue & Co
Georgia
$584K +$584K +32,700 New
WAM
10
Wolverine Asset Management
Illinois
$484K +$484K +27,148 New
SCM
11
Saba Capital Management
New York
$348K – – –
Citigroup
12
Citigroup
New York
$188K +$179K +10,000 +2,000%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$171K +$30.1K +1,691 +21%
FCCM
14
First City Capital Management
Georgia
$162K +$162K +9,050 New
Deutsche Bank
15
Deutsche Bank
Germany
$105K – – –
TRCT
16
Tower Research Capital (TRC)
New York
$82K -$90.8K -5,085 -53%
MFS
17
MSI Financial Services
Massachusetts
$61K +$56.5K +3,150 +1,260%
Barclays
18
Barclays
United Kingdom
$55K -$83.6K -5,000 -60%
Wells Fargo
19
Wells Fargo
California
$45K -$45K -2,500 -50%
HCM
20
Highlander Capital Management
New Jersey
$43.7K +$35.7K +2,000 +449%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$19K +$560 +31 +3%
FNYS
22
First New York Securities
New York
– -$665K -37,000 Closed
PP
23
Paloma Partners
Connecticut
– -$437K -24,344 Closed