KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

54 hedge funds and large institutions have $83.1M invested in KKR Income Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
54
Holders Change
+25
Holders Change %
+86.21%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
16
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$9.63M
2
COLIM
2
City of London Investment Management
United Kingdom
$6.04M
3
OFG
3
OTA Financial Group
New York
$3.04M
4
SIA
4
Sit Investment Associates
Minnesota
$3.8M
5
RCM
5
Robinson Capital Management
Michigan
$2.28M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$0
2
AWM
2
AE Wealth Management
Kansas
$0
3
Bessemer Group
3
Bessemer Group
New Jersey
$2.18M
4
PPA
4
Parametric Portfolio Associates
Washington
$238K
5
PCP
5
Proficio Capital Partners
Massachusetts
$42K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.7M +$1.33M +82,841 +13%
UBS Group
2
UBS Group
Switzerland
$9.63M +$7.11M +442,714 +281%
Invesco
3
Invesco
Georgia
$8.9M +$432K +26,896 +5%
GC
4
Guggenheim Capital
Illinois
$6.43M +$708K +44,095 +12%
Wells Fargo
5
Wells Fargo
California
$6.24M +$1.89M +117,457 +43%
COLIM
6
City of London Investment Management
United Kingdom
$6.04M +$6.04M +376,434 New
SIA
7
Sit Investment Associates
Minnesota
$3.8M +$2.83M +176,358 +293%
OFG
8
OTA Financial Group
New York
$3.04M +$3.04M +189,224 New
Bank of America
9
Bank of America
North Carolina
$3.01M +$746K +46,499 +33%
RCM
10
Robinson Capital Management
Michigan
$2.28M +$2.28M +141,796 New
Bessemer Group
11
Bessemer Group
New Jersey
$2.18M -$385K -24,000 -15%
LCM
12
Laurion Capital Management
New York
$1.59M +$1.59M +98,900 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.57M +$6.63K +413 +0.4%
HCM
14
Highlander Capital Management
New Jersey
$1.43M +$330K +20,575 +30%
SFS
15
Shaker Financial Services
Virginia
$1.23M +$1.23M +76,353 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.16M +$587K +36,581 +102%
CIA
17
Capital Investment Advisors
Georgia
$1.11M -$28.1K -1,750 -2%
CCP
18
Clough Capital Partners
Massachusetts
$961K +$961K +59,901 New
SPC
19
Sigma Planning Corp
Michigan
$947K +$262K +16,316 +38%
Stifel Financial
20
Stifel Financial
Missouri
$931K +$67.5K +4,221 +8%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$854K +$361K +22,478 +73%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$701K +$701K +43,723 New
Squarepoint
23
Squarepoint
New York
$559K +$559K +34,808 New
CAN
24
Claraphi Advisory Network
United States
$514K +$514K +31,997 New
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$490K +$490K +30,499 New
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