KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

50 hedge funds and large institutions have $63.5M 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.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
7
Increased
21
Reduced
15
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$8.36M
2
LPL Financial
LPL Financial
California
$1M
3
AG
Advisor Group
Arizona
$399K
4
First Trust Advisors
First Trust Advisors
Illinois
$4.59M
5
HighTower Advisors
HighTower Advisors
Illinois
$201K

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
$0
2
SFS
Shaker Financial Services
Virginia
$2.12M
3
CRC
Curi RMB Capital
Illinois
$0
4
SCM
Saba Capital Management
New York
$0
5
RCM
Robinson Capital Management
Michigan
$549K
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
1
Invesco
Georgia
$9.31M +$108K +6,969 +1%
UBS Group
2
UBS Group
Switzerland
$8.36M +$1.05M +68,137 +14%
GC
3
Guggenheim Capital
Illinois
$5.75M -$551K -35,594 -9%
Wells Fargo
4
Wells Fargo
California
$5.68M +$48.9K +3,157 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$5.32M -$681K -44,011 -11%
First Trust Advisors
6
First Trust Advisors
Illinois
$4.59M +$226K +14,598 +5%
SRC
7
Sage Rhino Capital
California
$3.32M +$3.32M +214,558 New
SFS
8
Shaker Financial Services
Virginia
$2.12M -$2.35M -151,987 -53%
Bank of America
9
Bank of America
North Carolina
$1.59M -$381K -24,585 -19%
MML Investors Services
10
MML Investors Services
Massachusetts
$1.35M +$165K +10,669 +14%
PAG
11
Private Advisor Group
New Jersey
$1.19M +$164K +10,590 +16%
CIA
12
Capital Investment Advisors
Georgia
$1.18M +$85.2K +5,504 +8%
HCM
13
Highlander Capital Management
New Jersey
$1.1M -$64.9K -4,188 -6%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$1.08M +$34.2K +2,209 +3%
LPL Financial
15
LPL Financial
California
$1M +$539K +34,826 +116%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$920K +$28.1K +1,815 +3%
CWM
17
Cornerstone Wealth Management
Missouri
$752K +$6.97K +157 +0.9%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$704K +$114K +7,400 +19%
CAN
19
Claraphi Advisory Network
United States
$634K -$372K -24,029 -37%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$618K +$82.1K +5,310 +15%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$576K +$29.2K +1,890 +5%
RCM
22
Robinson Capital Management
Michigan
$549K -$1.23M -79,357 -69%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$505K -$32.5K -2,100 -6%
Stifel Financial
24
Stifel Financial
Missouri
$482K -$43.5K -2,819 -8%
SPC
25
Sigma Planning Corp
Michigan
$460K -$99.1K -6,399 -18%
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