KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

38 hedge funds and large institutions have $77.2M invested in KKR Income Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
10
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Cornerstone Wealth Management
Missouri
$5.43M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$4.8M
3
Bank of America
3
Bank of America
North Carolina
$3.34M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.78M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.56M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
COLIM
2
City of London Investment Management
United Kingdom
$795K
3
SFS
3
Shaker Financial Services
Virginia
$0
4
Bessemer Group
4
Bessemer Group
New Jersey
$0
5
OFG
5
OTA Financial Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$9.75M -$136K -8,195 -1%
UBS Group
2
UBS Group
Switzerland
$9.48M +$481K +29,024 +5%
GC
3
Guggenheim Capital
Illinois
$7.51M +$451K +27,269 +6%
Morgan Stanley
4
Morgan Stanley
New York
$6.61M +$148K +8,946 +2%
Wells Fargo
5
Wells Fargo
California
$6.53M -$385K -23,239 -6%
CWM
6
Cornerstone Wealth Management
Missouri
$5.43M +$5.43M +90,720 New
First Trust Advisors
7
First Trust Advisors
Illinois
$4.8M +$2.27M +137,168 +90%
Bank of America
8
Bank of America
North Carolina
$3.34M +$1.08M +65,178 +48%
RCM
9
Robinson Capital Management
Michigan
$3.16M -$47.2K -2,850 -1%
CCP
10
Clough Capital Partners
Massachusetts
$2.86M – – –
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$1.78M +$738K +44,563 +71%
Stifel Financial
12
Stifel Financial
Missouri
$1.56M +$654K +39,603 +72%
HCM
13
Highlander Capital Management
New Jersey
$1.5M -$52.2K -3,150 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.45M -$72.6K -4,384 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.26M +$57.5K +3,470 +5%
CIA
16
Capital Investment Advisors
Georgia
$1.21M +$13.2K +800 +1%
CAN
17
Claraphi Advisory Network
United States
$996K +$333K +20,114 +50%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$885K – – –
COLIM
19
City of London Investment Management
United Kingdom
$795K -$5.41M -326,471 -87%
SPC
20
Sigma Planning Corp
Michigan
$786K -$103K -6,197 -12%
MML Investors Services
21
MML Investors Services
Massachusetts
$602K +$114K +6,900 +23%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$558K +$84K +5,074 +18%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$538K +$538K +32,506 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$510K +$454K +27,399 +807%
SI
25
Stephens Inc
Arkansas
$451K +$451K +27,250 New
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