KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

44 hedge funds and large institutions have $61.5M invested in KKR Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.02M
2
SFS
2
Shaker Financial Services
Virginia
$1.93M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.27M
4
SIA
4
Sit Investment Associates
Minnesota
$8.75M
5
Invesco
5
Invesco
Georgia
$1.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.7M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$489K
3
RCM
3
Robinson Capital Management
Michigan
$0
4
GC
4
Guggenheim Capital
Illinois
$5.55M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$237K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.7M 654,917 -153,041 -19%
SIA
2
Sit Investment Associates
Minnesota
$8.75M 534,311 +30,486 +6%
UBS Group
3
UBS Group
Switzerland
$6.02M 367,162 +146,151 +66%
GC
4
Guggenheim Capital
Illinois
$5.55M 339,046 -20,700 -6%
SRC
5
Sage Rhino Capital
California
$4.13M 252,145 -5,734 -2%
LPL Financial
6
LPL Financial
California
$2.14M 130,399 -9,908 -7%
SFS
7
Shaker Financial Services
Virginia
$1.93M 117,623 +94,129 +401%
Invesco
8
Invesco
Georgia
$1.7M 103,547 +27,313 +36%
JPLA
9
Joseph P. Lucia & Associates
New York
$1.66M 101,614 -3,154 -3%
Wells Fargo
10
Wells Fargo
California
$1.6M 97,351 -10,219 -9%
CIA
11
Capital Investment Advisors
Georgia
$1.56M 95,067 +77 +0.1%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$1.48M 90,500 -5,000 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.43M 87,496 +21,669 +33%
Cohen & Steers
14
Cohen & Steers
New York
$1.27M 77,776 +32,434 +72%
Bank of America
15
Bank of America
North Carolina
$1.17M 71,703 +2,910 +4%
HCM
16
Highlander Capital Management
New Jersey
$1.03M 63,018 -813 -1%
MML Investors Services
17
MML Investors Services
Massachusetts
$961K 58,688 +1,405 +2%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$844K 51,500 -8,500 -14%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$690K 42,129 +16,194 +62%
SXL
20
Summit X LLC
Missouri
$680K 41,474 -494 -1%
VEA
21
Virtus ETF Advisers
New York
$636K 38,840 -133 -0.3%
Osaic Holdings
22
Osaic Holdings
Arizona
$610K 37,172 -79 -0.2%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$505K 30,819 -8,718 -22%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$489K 29,870 -47,660 -61%
CAN
25
Claraphi Advisory Network
United States
$450K 27,477 +7,041 +34%
1
2