KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

33 hedge funds and large institutions have $42.8M invested in KKR Income Opportunities Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$4.26M
2
PPA
2
Parametric Portfolio Associates
Washington
$1.62M
3
GC
3
Guggenheim Capital
Illinois
$2.74M
4
RCM
4
Rivernorth Capital Management
Florida
$2.87M
5
Wells Fargo
5
Wells Fargo
California
$2.17M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$3.76M
2
SFS
2
Shaker Financial Services
Virginia
$2.2M
3
WAM
3
Wolverine Asset Management
Illinois
$482K
4
Morgan Stanley
4
Morgan Stanley
New York
$8.75M
5
CIA
5
Capital Investment Advisors
Georgia
$1.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.75M 607,529 -42,229 -6%
LCM
2
Laurion Capital Management
New York
$4.26M 295,391 +248,253 +527%
Bessemer Group
3
Bessemer Group
New Jersey
$3.76M 260,783 -100,000 -28%
UBS Group
4
UBS Group
Switzerland
$3.01M 209,059 -7,883 -4%
RCM
5
Rivernorth Capital Management
Florida
$2.87M 199,137 +42,487 +27%
GC
6
Guggenheim Capital
Illinois
$2.74M 190,434 +48,191 +34%
Invesco
7
Invesco
Georgia
$2.33M 161,646 +5,138 +3%
SFS
8
Shaker Financial Services
Virginia
$2.2M 152,870 -65,368 -30%
Wells Fargo
9
Wells Fargo
California
$2.17M 150,374 +37,310 +33%
PPA
10
Parametric Portfolio Associates
Washington
$1.62M 112,187 +81,643 +267%
CIA
11
Capital Investment Advisors
Georgia
$1.2M 83,442 -29,452 -26%
MIG
12
Mariner Investment Group
New York
$1.14M 79,423 -8,047 -9%
YMRC
13
Yorktown Management & Research Company
Virginia
$1.08M 75,000 – –
Stifel Financial
14
Stifel Financial
Missouri
$728K 50,510 +23,661 +88%
HCM
15
Highlander Capital Management
New Jersey
$707K 49,080 +8,500 +21%
LPL Financial
16
LPL Financial
California
$631K 44,316 +350 +0.8%
AA
17
AQR Arbitrage
Connecticut
$589K 40,879 -2,364 -5%
WAM
18
Wolverine Asset Management
Illinois
$482K 33,505 -49,394 -60%
Bank of America
19
Bank of America
North Carolina
$441K 30,609 +10,817 +55%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$363K 25,220 -3,937 -14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$356K 24,690 +24,690 New
PCP
22
Proficio Capital Partners
Massachusetts
$288K 19,958 +19,958 New
PAM
23
Peak Asset Management
Colorado
$261K 18,080 +2,000 +12%
SCA
24
STALEY CAPITAL ADVISERS
Pennsylvania
$245K 17,020 +1,700 +11%
Citigroup
25
Citigroup
New York
$243K 16,888 +16 +0.1%
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