KKR Income Opportunities Fund
KIO
48 hedge funds and large institutions have $56M invested in KKR Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 9 closing their positions.
1.19% less ownership
Funds ownership: 26.2% → 25.01% (-1.2%)
9% less funds holding
Funds holding: 53 → 48 (-5)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
21% less capital invested
Capital invested by funds: $70.7M → $56M (-$14.6M)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$947K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$718K |
| 3 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
+$711K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$490K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$319K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.26M |
| 2 |
BlackRock
New York
|
-$919K |
| 3 |
SCM
Saba Capital Management
New York
|
-$851K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$711K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$624K |
KIO Hedge Fund Activity: Q4 2022 in Review
48 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2022, worth a combined $56M — down 21% from $70.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of KIO and 4 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 16 added.
The largest buyer was Advisors Asset Management, adding an estimated $947K. The largest seller was Sit Investment Associates, cutting an estimated $1.26M.
- 48 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2022, down from 53 in Q3 2022.
- Funds reported $56M of KKR Income Opportunities Fund stock for Q4 2022, down 21% quarter-over-quarter.
- 4 funds opened new KKR Income Opportunities Fund positions in Q4 2022 and 9 closed out, a net change of -5 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2022 was Advisors Asset Management, an estimated $947K added.
- The largest KKR Income Opportunities Fund seller in Q4 2022 was Sit Investment Associates, an estimated $1.26M sold.
Based on aggregated 13F filings for Q4 2022.