KKR Income Opportunities Fund
KIO
46 hedge funds and large institutions have $71.4M invested in KKR Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
15% more capital invested
Capital invested by funds: $62.1M → $71.4M (+$9.33M)
5% more funds holding
Funds holding: 44 → 46 (+2)
2.12% more ownership
Funds ownership: 18.63% → 20.75% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.31M |
| 2 |
Cohen & Steers
New York
|
+$843K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$822K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$683K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$655K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USCWA
U.S. Capital Wealth Advisors
Austin,
Texas
|
-$193K |
| 2 |
FIA
FNY Investment Advisers
New York
|
-$192K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$180K |
| 4 |
1W
1776 Wealth
Atlanta,
Georgia
|
-$155K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$105K |
KIO Hedge Fund Activity: Q4 2021 in Review
46 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2021, worth a combined $71.4M — up 15% from $62.1M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KIO positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.31M. The largest seller was U.S. Capital Wealth Advisors, exiting entirely with an estimated $193K sold.
- 46 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2021, up from 44 in Q3 2021.
- Funds reported $71.4M of KKR Income Opportunities Fund stock for Q4 2021, up 15% quarter-over-quarter.
- 7 funds opened new KKR Income Opportunities Fund positions in Q4 2021 and 4 closed out, a net change of +3 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2021 was Morgan Stanley, an estimated $1.31M added.
- The largest KKR Income Opportunities Fund seller in Q4 2021 was U.S. Capital Wealth Advisors, an estimated $193K sold.
Based on aggregated 13F filings for Q4 2021.