KKR Income Opportunities Fund
KIO
57 hedge funds and large institutions have $83.7M invested in KKR Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 8 closing their positions.
0% more funds holding
Funds holding: 57 → 57 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
3% less capital invested
Capital invested by funds: $85.9M → $83.7M (-$2.22M)
1.97% less ownership
Funds ownership: 36.37% → 34.39% (-2%)
27% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.38M |
| 2 |
Morgan Stanley
New York
|
+$844K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$733K |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$694K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SRC
Sage Rhino Capital
Menlo Park,
California
|
-$1.57M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.3M |
| 3 |
PAS
Park Avenue Securities
New York
|
-$1.26M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.25M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.16M |
KIO Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q3 2023, worth a combined $83.7M — down 2.6% from $85.9M a quarter earlier.
Fund positioning in KIO was balanced in Q3 2023: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 22 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.38M. The largest seller was Sage Rhino Capital, exiting entirely with an estimated $1.57M sold.
- 57 institutional investors held KKR Income Opportunities Fund (KIO) as of Q3 2023, unchanged from Q2 2023.
- Funds reported $83.7M of KKR Income Opportunities Fund stock for Q3 2023, down 2.6% quarter-over-quarter.
- 8 funds opened new KKR Income Opportunities Fund positions in Q3 2023 and 8 closed out, a net change of 0 holders.
- The largest KKR Income Opportunities Fund buyer in Q3 2023 was Advisors Asset Management, an estimated $1.38M added.
- The largest KKR Income Opportunities Fund seller in Q3 2023 was Sage Rhino Capital, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2023.