KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

34 hedge funds and large institutions have $53.5M invested in KKR Income Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
12
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$2.54M
2
Invesco
2
Invesco
Georgia
$8.32M
3
Wells Fargo
3
Wells Fargo
California
$4.1M
4
AWM
4
AE Wealth Management
Kansas
$832K
5
GC
5
Guggenheim Capital
Illinois
$5.74M

Top Sellers

1
YMRC
1
Yorktown Management & Research Company
Virginia
$0
2
Bessemer Group
2
Bessemer Group
New Jersey
$3.39M
3
Morgan Stanley
3
Morgan Stanley
New York
$11.1M
4
PCP
4
Proficio Capital Partners
Massachusetts
$1.27M
5
LPL Financial
5
LPL Financial
California
$193K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.1M 632,759 -37,959 -6%
Invesco
2
Invesco
Georgia
$8.32M 475,771 +71,794 +18%
GC
3
Guggenheim Capital
Illinois
$5.74M 328,017 +47,108 +17%
Wells Fargo
4
Wells Fargo
California
$4.1M 234,178 +56,882 +32%
Bessemer Group
5
Bessemer Group
New Jersey
$3.39M 194,052 -38,478 -17%
UBS Group
6
UBS Group
Switzerland
$3.23M 184,428 +4,659 +3%
PPA
7
Parametric Portfolio Associates
Washington
$2.54M 144,977 +144,977 New
Bank of America
8
Bank of America
North Carolina
$2.33M 133,066 +10,371 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.01M 115,038 -156 -0.1%
PCP
10
Proficio Capital Partners
Massachusetts
$1.27M 71,728 -35,781 -33%
CIA
11
Capital Investment Advisors
Georgia
$1.26M 71,950 -799 -1%
HCM
12
Highlander Capital Management
New Jersey
$1.23M 69,230 +2,150 +3%
SIA
13
Sit Investment Associates
Minnesota
$1M 57,225 – –
Stifel Financial
14
Stifel Financial
Missouri
$990K 56,514 -512 -0.9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$900K 51,446 -22,722 -31%
AWM
16
AE Wealth Management
Kansas
$832K 47,592 +47,592 New
SPC
17
Sigma Planning Corp
Michigan
$549K 31,404 +31,404 New
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$430K 24,570 +21,960 +841%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$416K 23,763 +5,268 +28%
SFS
20
Shaker Financial Services
Virginia
$393K 22,447 -26,447 -54%
First Trust Advisors
21
First Trust Advisors
Illinois
$351K 20,055 +10,055 +101%
WS
22
Wedbush Securities
California
$349K 19,965 +19,965 New
SCA
23
STALEY CAPITAL ADVISERS
Pennsylvania
$273K 15,620 – –
HighTower Advisors
24
HighTower Advisors
Illinois
$212K 12,096 +12,096 New
LPL Financial
25
LPL Financial
California
$193K 11,050 -30,246 -73%
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