KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $78.6M invested in KKR Income Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-10
Holders Change %
-18.52%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
Laurion Capital Management
New York
$6.26M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.43M
3
CCP
Clough Capital Partners
Massachusetts
$2.74M
4
SFS
Shaker Financial Services
Virginia
$2.87M
5
RCM
Robinson Capital Management
Michigan
$3.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.2M
2
SIA
Sit Investment Associates
Minnesota
$290K
3
OFG
OTA Financial Group
New York
$480K
4
UBS Group
UBS Group
Switzerland
$8.63M
5
Bessemer Group
Bessemer Group
New Jersey
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$9.48M +$676K +42,551 +8%
UBS Group
2
UBS Group
Switzerland
$8.63M -$896K -56,431 -9%
GC
3
Guggenheim Capital
Illinois
$6.77M +$406K +25,574 +6%
Wells Fargo
4
Wells Fargo
California
$6.63M +$451K +28,386 +7%
LCM
5
Laurion Capital Management
New York
$6.26M +$4.69M +295,108 +298%
Morgan Stanley
6
Morgan Stanley
New York
$6.2M -$5.35M -336,885 -46%
COLIM
7
City of London Investment Management
United Kingdom
$5.94M -$31.4K -1,980 -0.5%
RCM
8
Robinson Capital Management
Michigan
$3.09M +$825K +51,750 +36%
SFS
9
Shaker Financial Services
Virginia
$2.87M +$1.66M +104,387 +137%
CCP
10
Clough Capital Partners
Massachusetts
$2.74M +$1.79M +112,500 +188%
First Trust Advisors
11
First Trust Advisors
Illinois
$2.43M +$2.43M +152,849 New
Bank of America
12
Bank of America
North Carolina
$2.17M -$806K -50,740 -27%
HCM
13
Highlander Capital Management
New Jersey
$1.48M +$72.5K +4,575 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.46M -$96.6K -6,086 -6%
Bessemer Group
15
Bessemer Group
New Jersey
$1.3M -$858K -54,000 -40%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.16M +$7.94K +500 +0.7%
CIA
17
Capital Investment Advisors
Georgia
$1.15M +$47.2K +2,972 +4%
TJHA
18
Thomas J. Herzfeld Advisors
Florida
$1M +$516K +32,483 +107%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$885K +$39.9K +2,512 +5%
Stifel Financial
20
Stifel Financial
Missouri
$868K -$54.7K -3,450 -6%
SPC
21
Sigma Planning Corp
Michigan
$852K -$84.1K -5,297 -9%
CAN
22
Claraphi Advisory Network
United States
$636K +$128K +8,057 +25%
OFG
23
OTA Financial Group
New York
$480K -$2.52M -158,996 -84%
MML Investors Services
24
MML Investors Services
Massachusetts
$468K +$46.8K +2,947 +11%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$455K +$50.6K +3,181 +13%
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