KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
18
Reduced
17
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VEA
1
Virtus ETF Advisers
New York
$4.13M
2
CAN
2
Claraphi Advisory Network
United States
$1.74M
3
Wells Fargo
3
Wells Fargo
California
$5.98M
4
JPLA
4
Joseph P. Lucia & Associates
New York
$1.75M
5
PAG
5
Private Advisor Group
New Jersey
$3.6M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$1.26M
2
Invesco
2
Invesco
Georgia
$7.37M
3
SFS
3
Shaker Financial Services
Virginia
$451K
4
MML Investors Services
4
MML Investors Services
Massachusetts
$759K
5
Morgan Stanley
5
Morgan Stanley
New York
$4.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$8.36M +$70.8K +4,549 +0.9%
Invesco
2
Invesco
Georgia
$7.37M -$894K -57,403 -11%
Wells Fargo
3
Wells Fargo
California
$5.98M +$335K +21,521 +6%
GC
4
Guggenheim Capital
Illinois
$5.23M -$345K -22,172 -6%
Morgan Stanley
5
Morgan Stanley
New York
$4.82M -$428K -27,512 -8%
VEA
6
Virtus ETF Advisers
New York
$4.13M +$600K +38,537 +17%
PAG
7
Private Advisor Group
New Jersey
$3.6M +$241K +15,495 +7%
SRC
8
Sage Rhino Capital
California
$3.24M +$184K +11,822 +6%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.89M +$3.08K +198 +0.2%
JPLA
10
Joseph P. Lucia & Associates
New York
$1.75M +$271K +17,403 +18%
CAN
11
Claraphi Advisory Network
United States
$1.74M +$553K +35,535 +47%
CIA
12
Capital Investment Advisors
Georgia
$1.41M +$164K +10,530 +13%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.26M -$2.04M -130,918 -62%
Bank of America
14
Bank of America
North Carolina
$1.16M -$414K -26,597 -26%
HCM
15
Highlander Capital Management
New Jersey
$1.07M -$22.2K -1,425 -2%
LPL Financial
16
LPL Financial
California
$1.06M -$59.4K -3,811 -5%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.03M +$43.9K +2,814 +4%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$103K +6,600 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$819K +$150K +9,640 +22%
MML Investors Services
20
MML Investors Services
Massachusetts
$759K -$483K -31,026 -39%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$513K +$12.6K +808 +3%
SFS
22
Shaker Financial Services
Virginia
$451K -$623K -40,008 -58%
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$437K +$6.22K +400 +1%
SI
24
Stephens Inc
Arkansas
$424K – – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$416K -$73.7K -4,728 -15%
1
2