KKR Income Opportunities Fund
KIO
27 hedge funds and large institutions have $47M invested in KKR Income Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
1% more capital invested
Capital invested by funds: $46.5M → $47M (+$455K)
0.17% more ownership
Funds ownership: 19.05% → 19.22% (+0.17%)
7% less funds holding
Funds holding: 29 → 27 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.05M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$623K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$495K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$458K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$222K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.12M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$898K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$566K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$228K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$138K |
KIO Hedge Fund Activity: Q4 2016 in Review
27 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2016, worth a combined $47M — up 0.98% from $46.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of KIO and 0 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 14 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.05M. The largest seller was Morgan Stanley, cutting an estimated $1.12M.
- 27 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2016, down from 29 in Q3 2016.
- Funds reported $47M of KKR Income Opportunities Fund stock for Q4 2016, up 0.98% quarter-over-quarter.
- 0 funds opened new KKR Income Opportunities Fund positions in Q4 2016 and 2 closed out, a net change of -2 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2016 was Shaker Financial Services, an estimated $1.05M added.
- The largest KKR Income Opportunities Fund seller in Q4 2016 was Morgan Stanley, an estimated $1.12M sold.
Based on aggregated 13F filings for Q4 2016.