KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

27 hedge funds and large institutions have $40.3M invested in KKR Income Opportunities Fund in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
+5
Holders Change %
+22.73%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$1.98M
2
Wells Fargo
2
Wells Fargo
California
$1.7M
3
CIA
3
Capital Investment Advisors
Georgia
$1.44M
4
SFS
4
Shaker Financial Services
Virginia
$1.48M
5
MIG
5
Mariner Investment Group
New York
$877K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$14M
2
VKH
2
Virtu KCG Holdings
New York
$328K
3
Bessemer Group
3
Bessemer Group
New Jersey
$4.65M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$0
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14M 865,402 -185,426 -18%
UBS Group
2
UBS Group
Switzerland
$5.58M 344,931 +344,931 New
Bessemer Group
3
Bessemer Group
New Jersey
$4.65M 287,092 -14,968 -5%
Stifel Financial
4
Stifel Financial
Missouri
$2.18M 134,908 -617 -0.5%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$2.12M 130,951 +29,588 +29%
Invesco
6
Invesco
Georgia
$2.06M 127,588 +11,797 +10%
LCM
7
Laurion Capital Management
New York
$1.98M 122,310 +122,310 New
Wells Fargo
8
Wells Fargo
California
$1.7M 104,843 +90,052 +609%
SFS
9
Shaker Financial Services
Virginia
$1.48M 91,276 +76,079 +501%
CIA
10
Capital Investment Advisors
Georgia
$1.44M 88,749 +88,749 New
MIG
11
Mariner Investment Group
New York
$877K 54,191 +54,191 New
Citigroup
12
Citigroup
New York
$429K 26,511 +1,011 +4%
RCM
13
Rivernorth Capital Management
Florida
$371K 22,905 +22,905 New
VKH
14
Virtu KCG Holdings
New York
$328K 20,294 -22,285 -52%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$232K 14,353 +5,653 +65%
DWA
16
Douglass Winthrop Advisors
New York
$216K 13,350 +13,350 New
LPL Financial
17
LPL Financial
California
$207K 12,800 +700 +6%
MFS
18
MSI Financial Services
Massachusetts
$136K 8,382 +3,050 +57%
FCCM
19
First City Capital Management
Georgia
$106K 6,550 +6,550 New
WAM
20
Wolverine Asset Management
Illinois
$92K 5,688 +5,688 New
Deutsche Bank
21
Deutsche Bank
Germany
$48K 3,000 – –
CAL
22
Capital Analysts LLC
Pennsylvania
$44.3K 2,740 – –
HCM
23
Highlander Capital Management
New Jersey
$40K 2,445 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$31K 1,920 +24 +1%
NFG
25
Next Financial Group
Texas
$9K 550 -950 -63%
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