KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

53 hedge funds and large institutions have $61M invested in KKR Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 11 reducing their positions, and 9 closing their positions.

Holders
53
Holders Change
-3
Holders Change %
-5.36%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
25
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$2.34M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.53M
3
PAS
3
Park Avenue Securities
New York
$1.2M
4
SIA
4
Sit Investment Associates
Minnesota
$8.89M
5
GC
5
Guggenheim Capital
Illinois
$3.9M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$611K
2
VEA
2
Virtus ETF Advisers
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$4.86M
4
OFG
4
OTA Financial Group
New York
$0
5
CAN
5
Claraphi Advisory Network
United States
$368K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$8.89M +$871K +76,148 +11%
Morgan Stanley
2
Morgan Stanley
New York
$5.4M -$208K -18,214 -4%
UBS Group
3
UBS Group
Switzerland
$4.86M -$472K -41,240 -9%
GC
4
Guggenheim Capital
Illinois
$3.9M +$528K +46,176 +16%
SRC
5
Sage Rhino Capital
California
$2.77M +$13.3K +1,163 +0.5%
Invesco
6
Invesco
Georgia
$2.4M +$214K +18,700 +10%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.34M +$2.34M +204,427 New
SFS
8
Shaker Financial Services
Virginia
$2.23M +$17.3K +1,511 +0.8%
Cohen & Steers
9
Cohen & Steers
New York
$2.06M +$439K +38,350 +27%
GA
10
GraniteShares Advisors
New York
$2.03M -$24.2K -2,118 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.53M +$1.53M +133,766 New
Bank of America
12
Bank of America
North Carolina
$1.43M +$437K +38,205 +44%
CIA
13
Capital Investment Advisors
Georgia
$1.34M +$87.4K +7,639 +7%
PAS
14
Park Avenue Securities
New York
$1.2M +$1.2M +105,081 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$1.19M – – –
LSC
16
Logan Stone Capital
Illinois
$1.16M -$254K -22,232 -18%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.16M +$9.33K +815 +0.8%
LPL Financial
18
LPL Financial
California
$1.15M +$99K +8,649 +9%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.02M +$57.4K +5,021 +6%
Wells Fargo
20
Wells Fargo
California
$951K -$136K -11,851 -12%
BlackRock
21
BlackRock
New York
$919K – – –
SCM
22
Saba Capital Management
New York
$851K -$166K -14,539 -16%
SXL
23
Summit X LLC
Missouri
$816K +$280K +24,419 +52%
HWAM
24
Hennion & Walsh Asset Management
New Jersey
$763K -$9.13K -798 -1%
HCM
25
Highlander Capital Management
New Jersey
$751K +$27.6K +2,415 +4%
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