KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

56 hedge funds and large institutions have $90M invested in KKR Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 10 closing their positions.

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.5M
2
AAM
2
Advisors Asset Management
Colorado
$4.74M
3
WCMNY
3
Westchester Capital Management (New York)
New York
$1.32M
4
Ameriprise
4
Ameriprise
Minnesota
$585K
5
KA
5
Kovack Advisors
Florida
$889K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$8.04M
2
VCM
2
Vivaldi Capital Management
Illinois
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$0
5
CCP
5
Clough Capital Partners
Massachusetts
$7.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.5M 1,947,078 +680,432 +54%
SIA
2
Sit Investment Associates
Minnesota
$8.04M 639,527 -343,520 -35%
UBS Group
3
UBS Group
Switzerland
$7.86M 624,979 -27,790 -4%
CCP
4
Clough Capital Partners
Massachusetts
$7.76M 617,415 -36,400 -6%
GC
5
Guggenheim Capital
Illinois
$6.61M 525,599 +8,651 +2%
AAM
6
Advisors Asset Management
Colorado
$4.74M 377,153 +100,186 +36%
Bank of America
7
Bank of America
North Carolina
$3.78M 300,670 +14,954 +5%
CIA
8
Capital Investment Advisors
Georgia
$2.26M 180,096 +1,494 +0.8%
QL
9
Quarry LP
New York
$1.8M 143,022 -4,200 -3%
Invesco
10
Invesco
Georgia
$1.67M 133,189 +8,633 +7%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$1.63M 129,834 – –
Wells Fargo
12
Wells Fargo
California
$1.46M 116,364 -541 -0.5%
LPL Financial
13
LPL Financial
California
$1.45M 115,114 -10,245 -8%
WCMNY
14
Westchester Capital Management (New York)
New York
$1.32M 105,206 +47,186 +81%
SXL
15
Summit X LLC
Missouri
$1.26M 99,946 -2,142 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.26M 99,825 +10,533 +12%
JPLA
17
Joseph P. Lucia & Associates
New York
$1.14M 90,878 -1,609 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$933K 74,194 -2,155 -3%
KA
19
Kovack Advisors
Florida
$889K 70,703 +26,868 +61%
HCM
20
Highlander Capital Management
New Jersey
$874K 69,497 -3,440 -5%
Ameriprise
21
Ameriprise
Minnesota
$585K 46,553 +46,553 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$579K 46,092 +5,000 +12%
VEA
23
Virtus ETF Advisers
New York
$556K 44,232 -17,102 -28%
Osaic Holdings
24
Osaic Holdings
Arizona
$544K 43,299 -10,468 -19%
Comerica Bank
25
Comerica Bank
Texas
$478K 38,020 +5,473 +17%
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