KKR Income Opportunities Fund
KIO
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.
625% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 4
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
86% more funds holding
Funds holding: 29 → 54 (+25)
59% more capital invested
Capital invested by funds: $52.3M → $83.1M (+$30.7M)
14.84% more ownership
Funds ownership: 19.16% → 34% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.31M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$6.22M |
| 3 |
OFG
OTA Financial Group
Purchase,
New York
|
+$3.12M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.91M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.36M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$837K |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$396K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$325K |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$58.4K |
KIO Hedge Fund Activity: Q4 2017 in Review
54 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2017, worth a combined $83.1M — up 59% from $52.3M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new KIO positions and 4 closed out — a net gain of 25 holders — while 16 added to existing stakes and 6 trimmed.
The largest buyer was UBS Group, adding an estimated $7.31M. The largest seller was First Trust Advisors, exiting entirely with an estimated $1.36M sold.
- 54 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $83.1M of KKR Income Opportunities Fund stock for Q4 2017, up 59% quarter-over-quarter.
- 29 funds opened new KKR Income Opportunities Fund positions in Q4 2017 and 4 closed out, a net change of +25 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2017 was UBS Group, an estimated $7.31M added.
- The largest KKR Income Opportunities Fund seller in Q4 2017 was First Trust Advisors, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2017.