KKR Income Opportunities Fund
KIO
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.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
21% more funds holding
Funds holding: 28 → 34 (+6)
11% more capital invested
Capital invested by funds: $48.1M → $53.5M (+$5.43M)
1.54% more ownership
Funds ownership: 18.5% → 20.04% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$2.53M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.25M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$994K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$832K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$765K |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$672K |
| 3 |
Morgan Stanley
New York
|
-$663K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$625K |
| 5 |
LPL Financial
San Diego,
California
|
-$528K |
KIO Hedge Fund Activity: Q2 2017 in Review
34 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2017, worth a combined $53.5M — up 11% from $48.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new KIO positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $2.53M. The largest seller was Yorktown Management & Research Company, exiting entirely with an estimated $765K sold.
- 34 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2017, up from 28 in Q1 2017.
- Funds reported $53.5M of KKR Income Opportunities Fund stock for Q2 2017, up 11% quarter-over-quarter.
- 9 funds opened new KKR Income Opportunities Fund positions in Q2 2017 and 3 closed out, a net change of +6 holders.
- The largest KKR Income Opportunities Fund buyer in Q2 2017 was Parametric Portfolio Associates, an estimated $2.53M added.
- The largest KKR Income Opportunities Fund seller in Q2 2017 was Yorktown Management & Research Company, an estimated $765K sold.
Based on aggregated 13F filings for Q2 2017.