KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

25 hedge funds and large institutions have $37M invested in KKR Income Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
3
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIG
1
Mariner Investment Group
New York
$907K
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
CRC
3
Curi RMB Capital
Illinois
$664K
4
Bessemer Group
4
Bessemer Group
New Jersey
$5.16M
5
WAM
5
Wolverine Asset Management
Illinois
$569K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$11.5M
3
Wells Fargo
3
Wells Fargo
California
$1.26M
4
TSS
4
Two Sigma Securities
New York
$0
5
CIA
5
Capital Investment Advisors
Georgia
$1.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.5M 727,505 -85,757 -11%
UBS Group
2
UBS Group
Switzerland
$5.97M 378,491 +27,127 +8%
Bessemer Group
3
Bessemer Group
New Jersey
$5.16M 327,092 +40,000 +14%
Invesco
4
Invesco
Georgia
$2.15M 136,467 +10,259 +8%
CIA
5
Capital Investment Advisors
Georgia
$1.92M 121,720 -3,485 -3%
SFS
6
Shaker Financial Services
Virginia
$1.83M 116,226 +43,275 +59%
Wells Fargo
7
Wells Fargo
California
$1.26M 79,676 -30,176 -27%
YMRC
8
Yorktown Management & Research Company
Virginia
$1.18M 75,000 +14,000 +23%
GC
9
Guggenheim Capital
Illinois
$1.12M 71,295 +30,285 +74%
Stifel Financial
10
Stifel Financial
Missouri
$960K 60,912 +18 +0%
MIG
11
Mariner Investment Group
New York
$907K 57,554 +57,554 New
CRC
12
Curi RMB Capital
Illinois
$664K 42,127 +42,127 New
WAM
13
Wolverine Asset Management
Illinois
$569K 36,135 +36,135 New
Citigroup
14
Citigroup
New York
$478K 30,344 +12 +0%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$242K 15,346 +46 +0.3%
LPL Financial
16
LPL Financial
California
$208K 13,148 +13,148 New
SCA
17
STALEY CAPITAL ADVISERS
Pennsylvania
$191K 12,100 +800 +7%
PAM
18
Peak Asset Management
Colorado
$175K 11,080 +11,080 New
VKH
19
Virtu KCG Holdings
New York
$163K 10,343 +10,343 New
MFS
20
MSI Financial Services
Massachusetts
$153K 9,711 +400 +4%
CAL
21
Capital Analysts LLC
Pennsylvania
$98.3K 6,240 +3,500 +128%
HCM
22
Highlander Capital Management
New Jersey
$54K 3,445 +1,000 +41%
Deutsche Bank
23
Deutsche Bank
Germany
$47K 3,000 – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$31K 1,983 +27 +1%
NFG
25
Next Financial Group
Texas
$21K 1,360 – –
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