KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

54 hedge funds and large institutions have $50.2M invested in KKR Income Opportunities Fund in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
14
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$7.78M
2
CRC
Curi RMB Capital
Illinois
$2.57M
3
SFS
Shaker Financial Services
Virginia
$999K
4
SXL
Summit X LLC
Missouri
$881K
5
LCM
Landscape Capital Management
New Jersey
$825K

Top Sellers

1
PAG
Private Advisor Group
New Jersey
$0
2
Invesco
Invesco
Georgia
$1.15M
3
First Trust Advisors
First Trust Advisors
Illinois
$0
4
VEA
Virtus ETF Advisers
New York
$2.16M
5
CAN
Claraphi Advisory Network
United States
$423K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$7.78M +$7.78M +729,762 New
Wells Fargo
2
Wells Fargo
California
$5.03M +$477K +44,745 +10%
UBS Group
3
UBS Group
Switzerland
$3.95M -$460K -43,121 -10%
GC
4
Guggenheim Capital
Illinois
$3.8M +$73.1K +6,862 +2%
Morgan Stanley
5
Morgan Stanley
New York
$3.44M -$224K -21,041 -6%
CRC
6
Curi RMB Capital
Illinois
$2.57M +$2.57M +241,330 New
VEA
7
Virtus ETF Advisers
New York
$2.16M -$967K -90,755 -31%
SRC
8
Sage Rhino Capital
California
$1.82M -$48.6K -4,562 -3%
JPLA
9
Joseph P. Lucia & Associates
New York
$1.51M +$108K +10,086 +8%
Invesco
10
Invesco
Georgia
$1.15M -$3.02M -283,681 -72%
SFS
11
Shaker Financial Services
Virginia
$999K +$999K +93,746 New
CIA
12
Capital Investment Advisors
Georgia
$927K -$71.8K -6,735 -7%
LPL Financial
13
LPL Financial
California
$889K -$177K -16,573 -17%
SXL
14
Summit X LLC
Missouri
$881K +$881K +82,729 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$830K +$370K +34,714 +81%
LCM
16
Landscape Capital Management
New Jersey
$825K +$825K +77,429 New
MAFM
17
Mid Atlantic Financial Management
Pennsylvania
$797K +$26.7K +2,508 +3%
1W
18
1776 Wealth
Georgia
$747K +$473K +37,771 +173%
Osaic Holdings
19
Osaic Holdings
Arizona
$747K +$747K +586,272 New
HCM
20
Highlander Capital Management
New Jersey
$722K -$757 -71 -0.1%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$717K -$2.47K -232 -0.3%
Bank of America
22
Bank of America
North Carolina
$705K +$12.6K +1,185 +2%
OFG
23
OTA Financial Group
New York
$664K +$664K +62,319 New
Goldman Sachs
24
Goldman Sachs
New York
$615K +$615K +57,713 New
MML Investors Services
25
MML Investors Services
Massachusetts
$600K +$111K +10,380 +23%
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