KKR Income Opportunities Fund
KIO
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 10 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $39.7M → $52.9M (+$13.2M)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
15% more funds holding
Funds holding: 46 → 53 (+7)
3.62% more ownership
Funds ownership: 14.42% → 18.04% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.83M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$2.06M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$878K |
| 4 |
Morgan Stanley
New York
|
+$878K |
| 5 |
Millennium Management
New York
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.21M |
| 2 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$368K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$324K |
| 4 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$281K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$257K |
KIO Hedge Fund Activity: Q4 2020 in Review
53 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2020, worth a combined $52.9M — up 33% from $39.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KIO positions and 2 closed out — a net gain of 8 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.83M. The largest seller was Osaic Holdings, cutting an estimated $1.21M.
- 53 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2020, up from 46 in Q3 2020.
- Funds reported $52.9M of KKR Income Opportunities Fund stock for Q4 2020, up 33% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q4 2020 and 2 closed out, a net change of +8 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2020 was Sit Investment Associates, an estimated $3.83M added.
- The largest KKR Income Opportunities Fund seller in Q4 2020 was Osaic Holdings, an estimated $1.21M sold.
Based on aggregated 13F filings for Q4 2020.