KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

54 hedge funds and large institutions have $61.6M invested in KKR Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
54
Holders Change
+1
Holders Change %
+1.89%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.93M
2
LPL Financial
2
LPL Financial
California
$2.26M
3
Morgan Stanley
3
Morgan Stanley
New York
$12M
4
SIA
4
Sit Investment Associates
Minnesota
$7.81M
5
MC
5
Matisse Capital
Oregon
$771K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$290K
2
Millennium Management
2
Millennium Management
New York
$0
3
CRC
3
Curi RMB Capital
Illinois
$0
4
AA
4
AQR Arbitrage
Connecticut
$529K
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12M 758,523 +76,224 +11%
SIA
2
Sit Investment Associates
Minnesota
$7.81M 493,825 +73,306 +17%
GC
3
Guggenheim Capital
Illinois
$5.34M 337,508 +5,302 +2%
SRC
4
Sage Rhino Capital
California
$4.11M 259,786 +23,934 +10%
UBS Group
5
UBS Group
Switzerland
$3.42M 216,263 +11,053 +5%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$2.93M 185,329 +130,480 +238%
LPL Financial
7
LPL Financial
California
$2.26M 142,971 +92,601 +184%
JPLA
8
Joseph P. Lucia & Associates
New York
$1.74M 110,270 -5,174 -4%
Wells Fargo
9
Wells Fargo
California
$1.69M 106,981 -5,426 -5%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$1.51M 95,500 +5,000 +6%
CIA
11
Capital Investment Advisors
Georgia
$1.44M 90,773 +6,619 +8%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$1.19M 75,500 -9,400 -11%
Bank of America
13
Bank of America
North Carolina
$1.13M 71,088 -10,454 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.09M 68,763 +15,183 +28%
HCM
15
Highlander Capital Management
New Jersey
$1.04M 65,701 +1,449 +2%
MML Investors Services
16
MML Investors Services
Massachusetts
$959K 60,641 +3,832 +7%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$924K 58,437 -4,600 -7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$840K 53,098 +34,410 +184%
MC
19
Matisse Capital
Oregon
$771K 48,788 +48,788 New
Invesco
20
Invesco
Georgia
$715K 45,157 -3,828 -8%
SXL
21
Summit X LLC
Missouri
$658K 41,595 +829 +2%
RCM
22
Robinson Capital Management
Michigan
$622K 39,226 -250 -0.6%
1W
23
1776 Wealth
Georgia
$590K 37,307 -3,954 -10%
AM
24
Ares Management
California
$587K 37,100 +37,100 New
Osaic Holdings
25
Osaic Holdings
Arizona
$572K 36,112 +4,330 +14%
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