KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

47 hedge funds and large institutions have $39.7M invested in KKR Income Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-2
Holders Change %
-4.08%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.38M
2
SIA
2
Sit Investment Associates
Minnesota
$1.97M
3
UBS Group
3
UBS Group
Switzerland
$2.63M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$480K
5
LPL Financial
5
LPL Financial
California
$716K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$1.84M
2
SFS
2
Shaker Financial Services
Virginia
$220K
3
CRC
3
Curi RMB Capital
Illinois
$681K
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
RCM
5
Robinson Capital Management
Michigan
$6K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.38M +$3.37M +249,150 +67%
GC
2
Guggenheim Capital
Illinois
$4.53M -$264K -19,537 -6%
SRC
3
Sage Rhino Capital
California
$3.12M -$41.4K -3,060 -1%
UBS Group
4
UBS Group
Switzerland
$2.63M +$282K +20,840 +12%
SIA
5
Sit Investment Associates
Minnesota
$1.97M +$1.09M +80,243 +123%
Wells Fargo
6
Wells Fargo
California
$1.84M -$4.52M -334,073 -71%
JPLA
7
Joseph P. Lucia & Associates
New York
$1.84M +$17K +1,259 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.61M -$107K -7,941 -6%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.22M +$33.8K +2,500 +3%
CIA
10
Capital Investment Advisors
Georgia
$1.16M -$10K -742 -0.9%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$1.09M +$18.9K +1,400 +2%
HCM
12
Highlander Capital Management
New Jersey
$889K -$29K -2,144 -3%
MML Investors Services
13
MML Investors Services
Massachusetts
$867K +$20.3K +1,502 +2%
Bank of America
14
Bank of America
North Carolina
$719K -$158K -11,663 -18%
LPL Financial
15
LPL Financial
California
$716K +$39.1K +2,891 +6%
CRC
16
Curi RMB Capital
Illinois
$681K -$996K -73,631 -59%
AA
17
AQR Arbitrage
Connecticut
$678K -$2.15K -159 -0.3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$665K -$25K -1,851 -4%
1W
19
1776 Wealth
Georgia
$551K +$20.3K +1,501 +4%
Invesco
20
Invesco
Georgia
$517K -$343K -25,342 -40%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$480K +$132K +9,792 +38%
VEA
22
Virtus ETF Advisers
New York
$430K -$289K -21,338 -40%
SI
23
Stephens Inc
Arkansas
$369K – – –
CAN
24
Claraphi Advisory Network
United States
$368K -$369K -27,228 -50%
SWM
25
SeaCrest Wealth Management
New York
$310K -$23.3K -1,724 -7%
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