KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

47 hedge funds and large institutions have $62.9M invested in KKR Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 10 closing their positions.

Holders
47
Holders Change
-7
Holders Change %
-12.96%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$756K
3
Invesco
3
Invesco
Georgia
$1.27M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$433K
5
GC
5
Guggenheim Capital
Illinois
$6M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$1.29M
2
MC
2
Matisse Capital
Oregon
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$390K
4
AM
4
Ares Management
California
$0
5
AA
5
AQR Arbitrage
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.5M 807,958 +49,435 +7%
SIA
2
Sit Investment Associates
Minnesota
$8.4M 503,825 +10,000 +2%
GC
3
Guggenheim Capital
Illinois
$6M 359,746 +22,238 +7%
SRC
4
Sage Rhino Capital
California
$4.3M 257,879 -1,907 -0.7%
UBS Group
5
UBS Group
Switzerland
$3.69M 221,011 +4,748 +2%
LPL Financial
6
LPL Financial
California
$2.34M 140,307 -2,664 -2%
Wells Fargo
7
Wells Fargo
California
$1.79M 107,570 +589 +0.6%
JPLA
8
Joseph P. Lucia & Associates
New York
$1.75M 104,768 -5,502 -5%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.59M 95,500 – –
CIA
10
Capital Investment Advisors
Georgia
$1.58M 94,990 +4,217 +5%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.29M 77,530 -107,799 -58%
Invesco
12
Invesco
Georgia
$1.27M 76,234 +31,077 +69%
Bank of America
13
Bank of America
North Carolina
$1.15M 68,793 -2,295 -3%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.1M 65,827 +12,729 +24%
HCM
15
Highlander Capital Management
New Jersey
$1.07M 63,831 -1,870 -3%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$1M 60,000 -15,500 -21%
MML Investors Services
17
MML Investors Services
Massachusetts
$955K 57,283 -3,358 -6%
Cohen & Steers
18
Cohen & Steers
New York
$756K 45,342 +45,342 New
SXL
19
Summit X LLC
Missouri
$700K 41,968 +373 +0.9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$659K 39,537 -18,900 -32%
RCM
21
Robinson Capital Management
Michigan
$654K 39,176 -50 -0.1%
VEA
22
Virtus ETF Advisers
New York
$650K 38,973 +9,591 +33%
1W
23
1776 Wealth
Georgia
$622K 37,307 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$622K 37,251 +1,139 +3%
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$557K 33,400 – –
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