KKR Income Opportunities Fund
KIO
50 hedge funds and large institutions have $66.3M invested in KKR Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
9% more funds holding
Funds holding: 46 → 50 (+4)
1.85% more ownership
Funds ownership: 20.75% → 22.6% (+1.9%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
7% less capital invested
Capital invested by funds: $71.4M → $66.3M (-$5.07M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.96M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.82M |
| 3 |
SCM
Saba Capital Management
New York
|
+$765K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$741K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$619K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$879K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$697K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$588K |
| 4 |
Cohen & Steers
New York
|
-$261K |
| 5 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$231K |
KIO Hedge Fund Activity: Q1 2022 in Review
50 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2022, worth a combined $66.3M — down 7.1% from $71.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KIO positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.96M. The largest seller was LPL Financial, cutting an estimated $879K.
- 50 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2022, up from 46 in Q4 2021.
- Funds reported $66.3M of KKR Income Opportunities Fund stock for Q1 2022, down 7.1% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q1 2022 and 5 closed out, a net change of +5 holders.
- The largest KKR Income Opportunities Fund buyer in Q1 2022 was Morgan Stanley, an estimated $1.96M added.
- The largest KKR Income Opportunities Fund seller in Q1 2022 was LPL Financial, an estimated $879K sold.
Based on aggregated 13F filings for Q1 2022.