KKR Income Opportunities Fund
KIO
45 hedge funds and large institutions have $62.8M invested in KKR Income Opportunities Fund in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
2% more funds holding
Funds holding: 44 → 45 (+1)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0.95% less ownership
Funds ownership: 20.76% → 19.82% (-0.95%)
6% less capital invested
Capital invested by funds: $66.4M → $62.8M (-$3.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VEA
Virtus ETF Advisers
New York
|
+$600K |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
+$553K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$335K |
| 4 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
+$271K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$894K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$623K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$483K |
| 5 |
Morgan Stanley
New York
|
-$428K |
KIO Hedge Fund Activity: Q3 2019 in Review
45 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2019, worth a combined $62.8M — down 5.5% from $66.4M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new KIO positions and 1 closed out — a net gain of 1 holder — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Virtus ETF Advisers, adding an estimated $600K. The largest seller was First Trust Advisors, cutting an estimated $2.04M.
- 45 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2019, up from 44 in Q2 2019.
- Funds reported $62.8M of KKR Income Opportunities Fund stock for Q3 2019, down 5.5% quarter-over-quarter.
- 2 funds opened new KKR Income Opportunities Fund positions in Q3 2019 and 1 closed out, a net change of +1 holder.
- The largest KKR Income Opportunities Fund buyer in Q3 2019 was Virtus ETF Advisers, an estimated $600K added.
- The largest KKR Income Opportunities Fund seller in Q3 2019 was First Trust Advisors, an estimated $2.04M sold.
Based on aggregated 13F filings for Q3 2019.