KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

29 hedge funds and large institutions have $52.3M invested in KKR Income Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
29
Holders Change
-5
Holders Change %
-14.71%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
11
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.36M
2
Invesco
2
Invesco
Georgia
$9.44M
3
Wells Fargo
3
Wells Fargo
California
$4.86M
4
GC
4
Guggenheim Capital
Illinois
$6.38M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.5M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$618K
2
PCP
2
Proficio Capital Partners
Massachusetts
$110K
3
Bessemer Group
3
Bessemer Group
New Jersey
$2.87M
4
UBS Group
4
UBS Group
Switzerland
$2.82M
5
SFS
5
Shaker Financial Services
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.5M 644,386 +11,627 +2%
Invesco
2
Invesco
Georgia
$9.44M 527,567 +51,796 +11%
GC
3
Guggenheim Capital
Illinois
$6.38M 356,674 +28,657 +9%
Wells Fargo
4
Wells Fargo
California
$4.86M 271,390 +37,212 +16%
Bessemer Group
5
Bessemer Group
New Jersey
$2.87M 160,052 -34,000 -18%
UBS Group
6
UBS Group
Switzerland
$2.82M 157,317 -27,111 -15%
Bank of America
7
Bank of America
North Carolina
$2.52M 140,774 +7,708 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.74M 97,395 -17,643 -15%
First Trust Advisors
9
First Trust Advisors
Illinois
$1.36M 75,868 +55,813 +278%
CIA
10
Capital Investment Advisors
Georgia
$1.27M 71,007 -943 -1%
HCM
11
Highlander Capital Management
New Jersey
$1.22M 68,330 -900 -1%
SIA
12
Sit Investment Associates
Minnesota
$1.08M 60,156 +2,931 +5%
Stifel Financial
13
Stifel Financial
Missouri
$974K 53,988 -2,526 -4%
AWM
14
AE Wealth Management
Kansas
$837K 46,742 -850 -2%
SPC
15
Sigma Planning Corp
Michigan
$764K 42,659 +11,255 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$640K 35,728 -15,718 -31%
PPA
17
Parametric Portfolio Associates
Washington
$618K 34,498 -110,479 -76%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$550K 30,742 +6,172 +25%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$359K 20,052 -3,711 -16%
LPL Financial
20
LPL Financial
California
$225K 12,550 +1,500 +14%
PCP
21
Proficio Capital Partners
Massachusetts
$110K 6,138 -65,590 -91%
Citigroup
22
Citigroup
New York
$54K 3,000 – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$30K 1,700 +1,000 +143%
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28K 1,624 +1,624 New
AG
25
Advisor Group
Arizona
$24K 1,313 -993 -43%
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