KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

46 hedge funds and large institutions have $63.9M invested in KKR Income Opportunities Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

Holders
46
Holders Change
+1
Holders Change %
+2.22%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
4
Increased
19
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$680K
2
Wells Fargo
2
Wells Fargo
California
$6.74M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.42M
4
LPL Financial
4
LPL Financial
California
$1.58M
5
VEA
5
Virtus ETF Advisers
New York
$4.63M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$6.52M
2
Invesco
2
Invesco
Georgia
$6.18M
3
SRC
3
Sage Rhino Capital
California
$2.79M
4
SFS
4
Shaker Financial Services
Virginia
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$6.74M +$673K +42,677 +11%
UBS Group
2
UBS Group
Switzerland
$6.52M -$1.95M -123,389 -23%
Invesco
3
Invesco
Georgia
$6.18M -$1.29M -81,716 -17%
GC
4
Guggenheim Capital
Illinois
$5.51M +$205K +12,997 +4%
Morgan Stanley
5
Morgan Stanley
New York
$5.42M +$533K +33,807 +11%
VEA
6
Virtus ETF Advisers
New York
$4.63M +$443K +28,069 +11%
PAG
7
Private Advisor Group
New Jersey
$3.49M -$158K -10,041 -4%
SRC
8
Sage Rhino Capital
California
$2.79M -$528K -33,081 -16%
JPLA
9
Joseph P. Lucia & Associates
New York
$2.08M +$310K +19,664 +18%
CAN
10
Claraphi Advisory Network
United States
$2.04M +$276K +17,481 +16%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$1.97M +$50.5K +3,196 +3%
LPL Financial
12
LPL Financial
California
$1.58M +$499K +31,624 +46%
CIA
13
Capital Investment Advisors
Georgia
$1.48M +$51.7K +3,278 +4%
First Trust Advisors
14
First Trust Advisors
Illinois
$1.22M -$54.3K -3,443 -4%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$1.14M +$114K +7,200 +11%
HCM
16
Highlander Capital Management
New Jersey
$1.07M -$19K -1,205 -2%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$1.07M +$26.1K +1,652 +3%
Bank of America
18
Bank of America
North Carolina
$1.03M -$149K -9,419 -13%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$797K -$33.3K -2,110 -4%
MML Investors Services
20
MML Investors Services
Massachusetts
$724K -$44.7K -2,834 -6%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$680K +$680K +43,111 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$515K -$4.64K -294 -0.9%
VCWA
23
Vanguard Capital Wealth Advisors
Colorado
$490K +$47.3K +3,000 +11%
SI
24
Stephens Inc
Arkansas
$430K – – –
SWM
25
SeaCrest Wealth Management
New York
$413K +$122K +7,724 +42%
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