KKR Income Opportunities Fund
KIO
50 hedge funds and large institutions have $64.3M invested in KKR Income Opportunities Fund in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 15 reducing their positions, and 13 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 15
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $66.2M → $64.3M (-$1.83M)
2.56% less ownership
Funds ownership: 22.83% → 20.28% (-2.6%)
11% less funds holding
Funds holding: 56 → 50 (-6)
46% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.04M |
| 2 |
LPL Financial
San Diego,
California
|
+$533K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$353K |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$223K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$2.62M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.33M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$2.21M |
| 4 |
SCM
Saba Capital Management
New York
|
-$1.27M |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$1.21M |
KIO Hedge Fund Activity: Q1 2019 in Review
50 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2019, worth a combined $64.3M — down 2.8% from $66.2M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of KIO and 7 opened new positions — a net loss of 6 holders — while 15 trimmed existing stakes and 21 added.
The largest buyer was UBS Group, adding an estimated $1.04M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $2.62M sold.
- 50 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2019, down from 56 in Q4 2018.
- Funds reported $64.3M of KKR Income Opportunities Fund stock for Q1 2019, down 2.8% quarter-over-quarter.
- 7 funds opened new KKR Income Opportunities Fund positions in Q1 2019 and 13 closed out, a net change of -6 holders.
- The largest KKR Income Opportunities Fund buyer in Q1 2019 was UBS Group, an estimated $1.04M added.
- The largest KKR Income Opportunities Fund seller in Q1 2019 was Clough Capital Partners, an estimated $2.62M sold.
Based on aggregated 13F filings for Q1 2019.