KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $66.4M invested in KKR Income Opportunities Fund in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
3
Increased
18
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$3.57M
2
PAG
2
Private Advisor Group
New Jersey
$3.39M
3
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$1.91M
4
CAN
4
Claraphi Advisory Network
United States
$1.2M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$920K

Top Sellers

1
JPLA
1
Joseph P. Lucia & Associates
New York
$1.49M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$3.33M
3
Invesco
3
Invesco
Georgia
$8.35M
4
SFS
4
Shaker Financial Services
Virginia
$1.09M
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.37M -$129K -8,184 -2%
Invesco
2
Invesco
Georgia
$8.35M -$1.11M -70,733 -12%
Wells Fargo
3
Wells Fargo
California
$5.71M -$60.9K -3,869 -1%
GC
4
Guggenheim Capital
Illinois
$5.64M -$208K -13,235 -4%
Morgan Stanley
5
Morgan Stanley
New York
$5.3M -$103K -6,549 -2%
VEA
6
Virtus ETF Advisers
New York
$3.57M +$3.57M +227,003 New
PAG
7
Private Advisor Group
New Jersey
$3.39M +$2.18M +138,651 +180%
First Trust Advisors
8
First Trust Advisors
Illinois
$3.33M -$1.34M -84,956 -29%
SRC
9
Sage Rhino Capital
California
$3.09M -$289K -18,378 -9%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.91M +$811K +51,514 +74%
Bank of America
11
Bank of America
North Carolina
$1.59M -$31.1K -1,976 -2%
JPLA
12
Joseph P. Lucia & Associates
New York
$1.49M -$13.3M -843,570 -90%
CIA
13
Capital Investment Advisors
Georgia
$1.26M +$56.9K +3,618 +5%
MML Investors Services
14
MML Investors Services
Massachusetts
$1.26M -$120K -7,617 -9%
CAN
15
Claraphi Advisory Network
United States
$1.2M +$553K +35,128 +86%
LPL Financial
16
LPL Financial
California
$1.13M +$115K +7,315 +11%
HCM
17
Highlander Capital Management
New Jersey
$1.11M -$6.86K -436 -0.6%
SFS
18
Shaker Financial Services
Virginia
$1.09M -$1.07M -67,779 -50%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$992K +$56.5K +3,590 +6%
MAFM
20
Mid Atlantic Financial Management
Pennsylvania
$920K +$204K +12,992 +29%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$676K +$90.2K +5,740 +15%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$506K +$70.5K +4,478 +16%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$494K -$18.8K -1,198 -4%
SPC
24
Sigma Planning Corp
Michigan
$444K -$22.6K -1,441 -5%
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$435K +$4.71K +300 +1%
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