KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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.

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.31M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.1M
3
VEA
3
Virtus ETF Advisers
New York
$734K
4
WCMNY
4
Westchester Capital Management (New York)
New York
$694K
5
GC
5
Guggenheim Capital
Illinois
$6.18M

Top Sellers

1
SRC
1
Sage Rhino Capital
California
$0
2
CCP
2
Clough Capital Partners
Massachusetts
$7.82M
3
PAS
3
Park Avenue Securities
New York
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$336K
5
AA
5
AQR Arbitrage
Connecticut
$318K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.1M 1,266,646 +70,569 +6%
SIA
2
Sit Investment Associates
Minnesota
$11.8M 983,047 -87,210 -8%
CCP
3
Clough Capital Partners
Massachusetts
$7.82M 653,815 -108,400 -14%
UBS Group
4
UBS Group
Switzerland
$7.81M 652,769 -86,455 -12%
GC
5
Guggenheim Capital
Illinois
$6.18M 516,948 +56,682 +12%
Bank of America
6
Bank of America
North Carolina
$3.42M 285,716 +32,019 +13%
AAM
7
Advisors Asset Management
Colorado
$3.31M 276,967 +115,693 +72%
VCM
8
Vivaldi Capital Management
Illinois
$2.71M 226,326 -5,408 -2%
CIA
9
Capital Investment Advisors
Georgia
$2.14M 178,602 +27,170 +18%
QL
10
Quarry LP
New York
$1.76M 147,222 +25,400 +21%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.55M 129,834 – –
LPL Financial
12
LPL Financial
California
$1.5M 125,359 +86 +0.1%
Invesco
13
Invesco
Georgia
$1.49M 124,556 -11,042 -8%
Wells Fargo
14
Wells Fargo
California
$1.4M 116,905 -3,452 -3%
SXL
15
Summit X LLC
Missouri
$1.22M 102,088 -2,846 -3%
JPLA
16
Joseph P. Lucia & Associates
New York
$1.11M 92,487 -650 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.07M 89,292 -2,653 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$913K 76,349 +3,347 +5%
HCM
19
Highlander Capital Management
New Jersey
$872K 72,937 +1,432 +2%
VEA
20
Virtus ETF Advisers
New York
$734K 61,334 +61,334 New
WCMNY
21
Westchester Capital Management (New York)
New York
$694K 58,020 +58,020 New
Osaic Holdings
22
Osaic Holdings
Arizona
$643K 53,767 +12,152 +29%
Cohen & Steers
23
Cohen & Steers
New York
$638K 53,342 -24,206 -31%
MML Investors Services
24
MML Investors Services
Massachusetts
$578K 48,308 -8,274 -15%
KA
25
Kovack Advisors
Florida
$524K 43,835 +32,295 +280%
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