KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

53 hedge funds and large institutions have $52.9M invested in KKR Income Opportunities Fund in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
53
Holders Change
+6
Holders Change %
+12.77%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
19
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.07M
2
SFS
2
Shaker Financial Services
Virginia
$2.37M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$910K
4
Morgan Stanley
4
Morgan Stanley
New York
$9.85M
5
Millennium Management
5
Millennium Management
New York
$766K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$459K
2
CAN
2
Claraphi Advisory Network
United States
$0
3
SXL
3
Summit X LLC
Missouri
$587K
4
Wells Fargo
4
Wells Fargo
California
$1.62M
5
JPLA
5
Joseph P. Lucia & Associates
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$9.85M +$910K +63,031 +10%
SIA
2
Sit Investment Associates
Minnesota
$6.07M +$3.97M +274,825 +189%
GC
3
Guggenheim Capital
Illinois
$4.79M -$38.7K -2,680 -0.8%
SRC
4
Sage Rhino Capital
California
$3.4M +$79.9K +5,540 +2%
UBS Group
5
UBS Group
Switzerland
$2.96M +$153K +10,574 +5%
SFS
6
Shaker Financial Services
Virginia
$2.37M +$2.13M +147,636 +908%
JPLA
7
Joseph P. Lucia & Associates
New York
$1.67M -$291K -20,144 -15%
Wells Fargo
8
Wells Fargo
California
$1.62M -$336K -23,268 -17%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.31M – – –
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$1.23M +$60.6K +4,200 +5%
CIA
11
Capital Investment Advisors
Georgia
$1.21M -$19.2K -1,330 -2%
Bank of America
12
Bank of America
North Carolina
$1.18M +$410K +28,387 +53%
HCM
13
Highlander Capital Management
New Jersey
$927K -$21.4K -1,486 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$910K +$910K +63,037 New
AA
15
AQR Arbitrage
Connecticut
$830K +$107K +7,411 +15%
MML Investors Services
16
MML Investors Services
Massachusetts
$820K -$105K -7,243 -11%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$791K +$678K +47,025 +601%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$773K +$261K +18,100 +51%
Millennium Management
19
Millennium Management
New York
$766K +$766K +53,071 New
LPL Financial
20
LPL Financial
California
$727K -$36.8K -2,547 -5%
Invesco
21
Invesco
Georgia
$707K +$156K +10,797 +28%
CRC
22
Curi RMB Capital
Illinois
$687K -$39.5K -2,738 -5%
1W
23
1776 Wealth
Georgia
$595K +$6.84K +474 +1%
SXL
24
Summit X LLC
Missouri
$587K -$362K -25,109 -38%
RCM
25
Robinson Capital Management
Michigan
$571K +$564K +39,026 +8,672%
1
2 3