KKR Income Opportunities Fund
KIO
46 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, 21 reducing their positions, and 4 closing their positions.
2.76% less ownership
Funds ownership: 17.18% → 14.42% (-2.8%)
6% less funds holding
Funds holding: 49 → 46 (-3)
8% less capital invested
Capital invested by funds: $43.1M → $39.7M (-$3.38M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.3M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.06M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$276K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$130K |
| 5 |
LPL Financial
San Diego,
California
|
+$38.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.43M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$2.34M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$976K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$525K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$451K |
KIO Hedge Fund Activity: Q3 2020 in Review
46 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2020, worth a combined $39.7M — down 7.8% from $43.1M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of KIO and 3 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 14 added.
The largest buyer was Morgan Stanley, adding an estimated $3.3M. The largest seller was Wells Fargo, cutting an estimated $4.43M.
- 46 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2020, down from 49 in Q2 2020.
- Funds reported $39.7M of KKR Income Opportunities Fund stock for Q3 2020, down 7.8% quarter-over-quarter.
- 3 funds opened new KKR Income Opportunities Fund positions in Q3 2020 and 4 closed out, a net change of -1 holder.
- The largest KKR Income Opportunities Fund buyer in Q3 2020 was Morgan Stanley, an estimated $3.3M added.
- The largest KKR Income Opportunities Fund seller in Q3 2020 was Wells Fargo, an estimated $4.43M sold.
Based on aggregated 13F filings for Q3 2020.