KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

63 hedge funds and large institutions have $86.9M invested in KKR Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
28
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
1
Clough Capital Partners
Massachusetts
$7.8M
2
Morgan Stanley
2
Morgan Stanley
New York
$12.3M
3
SIA
3
Sit Investment Associates
Minnesota
$11.3M
4
RCM
4
Rivernorth Capital Management
Florida
$2.96M
5
UBS Group
5
UBS Group
Switzerland
$8.3M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$170K
2
GA
2
GraniteShares Advisors
New York
$0
3
SFS
3
Shaker Financial Services
Virginia
$162K
4
MC
4
Matisse Capital
Oregon
$0
5
Cohen & Steers
5
Cohen & Steers
New York
$1.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$12.3M 1,118,905 +622,439 +125%
SIA
2
Sit Investment Associates
Minnesota
$11.3M 1,030,257 +365,708 +55%
UBS Group
3
UBS Group
Switzerland
$8.3M 756,335 +267,769 +55%
CCP
4
Clough Capital Partners
Massachusetts
$7.8M 710,115 +710,115 New
GC
5
Guggenheim Capital
Illinois
$4.53M 412,149 +27,236 +7%
SRC
6
Sage Rhino Capital
California
$3.75M 341,681 +36,143 +12%
RCM
7
Rivernorth Capital Management
Florida
$2.96M 269,648 +269,648 New
Bank of America
8
Bank of America
North Carolina
$2.55M 232,248 +78,660 +51%
VCM
9
Vivaldi Capital Management
Illinois
$2.5M 227,893 +227,893 New
Invesco
10
Invesco
Georgia
$1.87M 169,974 -25,716 -13%
AAM
11
Advisors Asset Management
Colorado
$1.8M 163,893 +20,974 +15%
SCM
12
Saba Capital Management
New York
$1.67M 151,886 +151,886 New
Cohen & Steers
13
Cohen & Steers
New York
$1.6M 146,106 -33,811 -19%
AA
14
AQR Arbitrage
Connecticut
$1.52M 138,270 +53,707 +64%
LPL Financial
15
LPL Financial
California
$1.45M 131,779 +54,337 +70%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.43M 129,834 +29,334 +29%
CIA
17
Capital Investment Advisors
Georgia
$1.41M 128,525 +13,585 +12%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.38M 125,498 -7,414 -6%
Wells Fargo
19
Wells Fargo
California
$1.31M 119,624 +22,449 +23%
CPRC
20
Consolidated Portfolio Review Corp
New York
$1.25M 113,449 +113,449 New
SXL
21
Summit X LLC
Missouri
$1.17M 106,748 +59,906 +128%
PAS
22
Park Avenue Securities
New York
$1.12M 102,169 -2,336 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.03M 93,861 -1,778 -2%
JPLA
24
Joseph P. Lucia & Associates
New York
$1.03M 93,842 +6,065 +7%
HCM
25
Highlander Capital Management
New Jersey
$791K 72,069 +6,208 +9%
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