KIO

KKR Income Opportunities Fund

28 hedge funds and large institutions have $48.1M invested in KKR Income Opportunities Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.4M +$340K +20,001 +3%
Invesco
2
Invesco
Georgia
$6.87M +$2.01M +117,934 +41%
GC
3
Guggenheim Capital
Illinois
$4.78M -$24.4K -1,432 -0.5%
Bessemer Group
4
Bessemer Group
New Jersey
$3.96M -$333K -19,604 -8%
UBS Group
5
UBS Group
Switzerland
$3.06M +$296K +17,372 +11%
Wells Fargo
6
Wells Fargo
California
$3.02M +$438K +25,757 +17%
Bank of America
7
Bank of America
North Carolina
$2.09M -$104K -6,134 -5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.96M +$724K +42,553 +59%
PCP
9
Proficio Capital Partners
Massachusetts
$1.9M -$462K -26,132 -20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.26M +$45.5K +2,672 +4%
CIA
11
Capital Investment Advisors
Georgia
$1.24M +$218K +12,831 +21%
HCM
12
Highlander Capital Management
New Jersey
$1.14M +$12.8K +750 +1%
Stifel Financial
13
Stifel Financial
Missouri
$973K -$21.7K -1,271 -2%
SIA
14
Sit Investment Associates
Minnesota
$973K +$973K +57,225 New
SFS
15
Shaker Financial Services
Virginia
$832K -$1.95M -114,725 -70%
YMRC
16
Yorktown Management & Research Company
Virginia
$765K +$189K +11,100 +33%
LPL Financial
17
LPL Financial
California
$702K +$88.4K +5,200 +14%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$315K +$315K +18,495 New
RCM
19
Rivernorth Capital Management
Florida
$285K -$1.07M -63,076 -79%
SCA
20
STALEY CAPITAL ADVISERS
Pennsylvania
$266K -$17K -1,000 -6%
First Trust Advisors
21
First Trust Advisors
Illinois
$170K +$170K +10,000 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$44K +$3.41K +202 +8%
AG
23
Advisor Group
Arizona
$39K +$22K +1,300 +130%
Citigroup
24
Citigroup
New York
$17K -$248K -15,001 -94%
PFO
25
Pathstone Family Office
New Jersey
$11K +$11K +669 New