KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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.

Holders
46
Holders Change
+2
Holders Change %
+4.55%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
20
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Cohen & Steers
2
Cohen & Steers
New York
$2.19M
3
Invesco
3
Invesco
Georgia
$2.6M
4
SIA
4
Sit Investment Associates
Minnesota
$9.74M
5
NA
5
NewEdge Advisors
Louisiana
$675K

Top Sellers

1
USCWA
1
U.S. Capital Wealth Advisors
Texas
$0
2
FIA
2
FNY Investment Advisers
New York
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$807K
4
1W
4
1776 Wealth
Georgia
$222K
5
SFS
5
Shaker Financial Services
Virginia
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.4M 734,788 +79,871 +12%
SIA
2
Sit Investment Associates
Minnesota
$9.74M 575,886 +41,575 +8%
UBS Group
3
UBS Group
Switzerland
$6.61M 390,771 +23,609 +6%
GC
4
Guggenheim Capital
Illinois
$5.74M 339,368 +322 +0.1%
SRC
5
Sage Rhino Capital
California
$4.27M 252,397 +252 +0.1%
GA
6
GraniteShares Advisors
New York
$2.69M 159,046 +159,046 New
Invesco
7
Invesco
Georgia
$2.6M 153,593 +50,046 +48%
LPL Financial
8
LPL Financial
California
$2.46M 145,533 +15,134 +12%
Cohen & Steers
9
Cohen & Steers
New York
$2.19M 129,146 +51,370 +66%
SFS
10
Shaker Financial Services
Virginia
$1.88M 111,233 -6,390 -5%
JPLA
11
Joseph P. Lucia & Associates
New York
$1.67M 98,376 -3,238 -3%
Wells Fargo
12
Wells Fargo
California
$1.63M 96,357 -994 -1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.59M 94,158 +6,662 +8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.58M 93,664 +3,164 +3%
CIA
15
Capital Investment Advisors
Georgia
$1.58M 93,165 -1,902 -2%
Bank of America
16
Bank of America
North Carolina
$1.27M 75,242 +3,539 +5%
HCM
17
Highlander Capital Management
New Jersey
$1.08M 63,538 +520 +0.8%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$1.01M 59,614 +17,485 +42%
MML Investors Services
19
MML Investors Services
Massachusetts
$807K 47,717 -10,971 -19%
SXL
20
Summit X LLC
Missouri
$740K 43,656 +2,182 +5%
NA
21
NewEdge Advisors
Louisiana
$675K 39,900 +39,900 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$612K 36,147 +6,277 +21%
Osaic Holdings
23
Osaic Holdings
Arizona
$604K 35,639 -1,533 -4%
VEA
24
Virtus ETF Advisers
New York
$581K 34,361 -4,479 -12%
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$565K 33,400 – –
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