KKR Income Opportunities Fund
KIO
56 hedge funds and large institutions have $58.1M invested in KKR Income Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 12 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
117% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 12
12% more funds holding
Funds holding: 50 → 56 (+6)
1.52% more ownership
Funds ownership: 22.6% → 24.12% (+1.5%)
12% less capital invested
Capital invested by funds: $66.3M → $58.1M (-$8.22M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.65M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.57M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.11M |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$1.09M |
| 5 |
BlackRock
New York
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.86M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.55M |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$284K |
| 4 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$167K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$145K |
KIO Hedge Fund Activity: Q2 2022 in Review
56 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q2 2022, worth a combined $58.1M — down 12% from $66.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KIO positions and 4 closed out — a net gain of 6 holders — while 26 added to existing stakes and 12 trimmed.
The largest buyer was Wolverine Asset Management, adding an estimated $1.65M. The largest seller was Morgan Stanley, cutting an estimated $4.86M.
- 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $58.1M of KKR Income Opportunities Fund stock for Q2 2022, down 12% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q2 2022 and 4 closed out, a net change of +6 holders.
- The largest KKR Income Opportunities Fund buyer in Q2 2022 was Wolverine Asset Management, an estimated $1.65M added.
- The largest KKR Income Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $4.86M sold.
Based on aggregated 13F filings for Q2 2022.