KKR Income Opportunities Fund
KIO
44 hedge funds and large institutions have $62.1M 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.
0.1% more ownership
Funds ownership: 18.53% → 18.63% (+0.1%)
1% less capital invested
Capital invested by funds: $62.9M → $62.1M (-$783K)
6% less funds holding
Funds holding: 47 → 44 (-3)
21% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 19
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.4M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.55M |
| 3 |
Cohen & Steers
New York
|
+$533K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$501K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$449K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.51M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$783K |
| 3 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$654K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$340K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$279K |
KIO Hedge Fund Activity: Q3 2021 in Review
44 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2021, worth a combined $62.1M — down 1.2% from $62.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of KIO and 2 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 15 added.
The largest buyer was UBS Group, adding an estimated $2.4M. The largest seller was Morgan Stanley, cutting an estimated $2.51M.
- 44 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2021, down from 47 in Q2 2021.
- Funds reported $62.1M of KKR Income Opportunities Fund stock for Q3 2021, down 1.2% quarter-over-quarter.
- 2 funds opened new KKR Income Opportunities Fund positions in Q3 2021 and 4 closed out, a net change of -2 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2021 was UBS Group, an estimated $2.4M added.
- The largest KKR Income Opportunities Fund seller in Q3 2021 was Morgan Stanley, an estimated $2.51M sold.
Based on aggregated 13F filings for Q3 2021.