KKR Income Opportunities Fund
KIO
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.
444% more capital inflows, than outflows
Capital inflows: $39.3M | Capital outflows: $7.22M
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
180% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 10
31% more funds holding
Funds holding: 48 → 63 (+15)
13.94% more ownership
Funds ownership: 25.01% → 38.95% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clough Capital Partners
Boston,
Massachusetts
|
+$8.01M |
| 2 |
Morgan Stanley
New York
|
+$7.02M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.13M |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.04M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.31M |
| 2 |
GraniteShares Advisors
New York
|
-$2.24M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
-$1.31M |
| 4 |
Cohen & Steers
New York
|
-$382K |
| 5 |
Matisse Capital
Portland,
Oregon
|
-$379K |
KIO Hedge Fund Activity: Q1 2023 in Review
63 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2023, worth a combined $86.9M — up 55% from $56M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new KIO positions and 4 closed out — a net gain of 16 holders — while 28 added to existing stakes and 10 trimmed.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $8.01M. The largest seller was Janney Montgomery Scott, cutting an estimated $2.31M.
- 63 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2023, up from 48 in Q4 2022.
- Funds reported $86.9M of KKR Income Opportunities Fund stock for Q1 2023, up 55% quarter-over-quarter.
- 20 funds opened new KKR Income Opportunities Fund positions in Q1 2023 and 4 closed out, a net change of +16 holders.
- The largest KKR Income Opportunities Fund buyer in Q1 2023 was Clough Capital Partners, an estimated $8.01M added.
- The largest KKR Income Opportunities Fund seller in Q1 2023 was Janney Montgomery Scott, an estimated $2.31M sold.
Based on aggregated 13F filings for Q1 2023.