KKR Income Opportunities Fund
KIO
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.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
32% more capital invested
Capital invested by funds: $25.5M → $33.7M (+$8.14M)
11% more funds holding
Funds holding: 19 → 21 (+2)
3.04% more ownership
Funds ownership: 9.33% → 12.37% (+3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$2.85M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.29M |
| 3 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$593K |
| 4 |
Morgan Stanley
New York
|
+$553K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$492K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNYS
First New York Securities
New York
|
-$665K |
| 2 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$437K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$92.2K |
| 4 |
Barclays
London,
United Kingdom
|
-$90.6K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$75.7K |
KIO Hedge Fund Activity: Q1 2014 in Review
21 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2014, worth a combined $33.7M — up 32% from $25.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new KIO positions and 2 closed out — a net gain of 2 holders — while 10 added to existing stakes and 5 trimmed.
The largest buyer was UBS, adding an estimated $2.85M. The largest seller was First New York Securities, exiting entirely with an estimated $665K sold.
- 21 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2014, up from 19 in Q4 2013.
- Funds reported $33.7M of KKR Income Opportunities Fund stock for Q1 2014, up 32% quarter-over-quarter.
- 4 funds opened new KKR Income Opportunities Fund positions in Q1 2014 and 2 closed out, a net change of +2 holders.
- The largest KKR Income Opportunities Fund buyer in Q1 2014 was UBS, an estimated $2.85M added.
- The largest KKR Income Opportunities Fund seller in Q1 2014 was First New York Securities, an estimated $665K sold.
Based on aggregated 13F filings for Q1 2014.