KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

57 hedge funds and large institutions have $85.9M invested in KKR Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
57
Holders Change
-6
Holders Change %
-9.52%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
20
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.9M
2
QL
2
Quarry LP
New York
$1.41M
3
CCP
3
Clough Capital Partners
Massachusetts
$8.85M
4
GC
4
Guggenheim Capital
Illinois
$5.34M
5
SIA
5
Sit Investment Associates
Minnesota
$12.4M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
SRC
2
Sage Rhino Capital
California
$1.57M
3
SCM
3
Saba Capital Management
New York
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$900K
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.9M 1,196,077 +77,172 +7%
SIA
2
Sit Investment Associates
Minnesota
$12.4M 1,070,257 +40,000 +4%
CCP
3
Clough Capital Partners
Massachusetts
$8.85M 762,215 +52,100 +7%
UBS Group
4
UBS Group
Switzerland
$8.58M 739,224 -17,111 -2%
GC
5
Guggenheim Capital
Illinois
$5.34M 460,266 +48,117 +12%
Bank of America
6
Bank of America
North Carolina
$2.95M 253,697 +21,449 +9%
VCM
7
Vivaldi Capital Management
Illinois
$2.69M 231,734 +3,841 +2%
AAM
8
Advisors Asset Management
Colorado
$1.87M 161,274 -2,619 -2%
CIA
9
Capital Investment Advisors
Georgia
$1.76M 151,432 +22,907 +18%
Invesco
10
Invesco
Georgia
$1.57M 135,598 -34,376 -20%
SRC
11
Sage Rhino Capital
California
$1.57M 134,803 -206,878 -61%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.54M 132,451 +6,953 +6%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$1.51M 129,834 – –
LPL Financial
14
LPL Financial
California
$1.45M 125,273 -6,506 -5%
AA
15
AQR Arbitrage
Connecticut
$1.44M 124,025 -14,245 -10%
QL
16
Quarry LP
New York
$1.41M 121,822 +68,000 +126%
Wells Fargo
17
Wells Fargo
California
$1.4M 120,357 +733 +0.6%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.35M 116,000 +2,551 +2%
PAS
19
Park Avenue Securities
New York
$1.26M 108,513 +6,344 +6%
SXL
20
Summit X LLC
Missouri
$1.22M 104,934 -1,814 -2%
JPLA
21
Joseph P. Lucia & Associates
New York
$1.08M 93,137 -705 -0.8%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.07M 91,945 -1,916 -2%
Cohen & Steers
23
Cohen & Steers
New York
$900K 77,548 -68,558 -47%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$848K 73,002 +35,945 +97%
HCM
25
Highlander Capital Management
New Jersey
$830K 71,505 -564 -0.8%
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