KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

43 hedge funds and large institutions have $70.7M invested in KKR Income Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.52M
2
Invesco
2
Invesco
Georgia
$10.8M
3
PAG
3
Private Advisor Group
New Jersey
$1.02M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$1.3M
5
NMC
5
Nine Masts Capital
Hong Kong
$568K

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$0
2
UBS Group
2
UBS Group
Switzerland
$7.81M
3
Bank of America
3
Bank of America
North Carolina
$2.14M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$592K
5
CCP
5
Clough Capital Partners
Massachusetts
$1.93M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$10.8M 658,960 +70,141 +12%
UBS Group
2
UBS Group
Switzerland
$7.81M 475,725 -96,899 -17%
GC
3
Guggenheim Capital
Illinois
$7.39M 450,212 -3,400 -0.7%
Wells Fargo
4
Wells Fargo
California
$6.35M 386,916 -7,078 -2%
Morgan Stanley
5
Morgan Stanley
New York
$6.27M 381,801 -17,487 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$5.05M 307,427 +17,410 +6%
RCM
7
Robinson Capital Management
Michigan
$3.07M 187,196 -3,500 -2%
Bank of America
8
Bank of America
North Carolina
$2.14M 130,264 -71,447 -35%
CCP
9
Clough Capital Partners
Massachusetts
$1.93M 117,305 -55,096 -32%
SFS
10
Shaker Financial Services
Virginia
$1.52M 92,480 +92,480 New
HCM
11
Highlander Capital Management
New Jersey
$1.33M 80,980 -9,350 -10%
Stifel Financial
12
Stifel Financial
Missouri
$1.31M 79,863 -14,499 -15%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.3M 79,484 +43,129 +119%
CAN
14
Claraphi Advisory Network
United States
$1.24M 75,242 +15,074 +25%
CIA
15
Capital Investment Advisors
Georgia
$1.18M 71,906 -1,123 -2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$1.09M 66,185 +10,453 +19%
PAG
17
Private Advisor Group
New Jersey
$1.02M 62,416 +62,416 New
Baird Financial Group
18
Baird Financial Group
Wisconsin
$972K 58,882 +26,376 +81%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$824K 50,262 -37,076 -42%
COLIM
20
City of London Investment Management
United Kingdom
$788K 47,983 – –
SPC
21
Sigma Planning Corp
Michigan
$661K 40,263 -7,218 -15%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$592K 36,096 -71,449 -66%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$573K 34,926 -41,353 -54%
NMC
24
Nine Masts Capital
Hong Kong
$568K 34,600 +34,600 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$567K 34,560 +3,765 +12%
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