KKR Income Opportunities Fund
KIO
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.
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
8% more capital invested
Capital invested by funds: $83.7M → $90M (+$6.35M)
0.81% more ownership
Funds ownership: 34.39% → 35.2% (+0.81%)
0% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 10
2% less funds holding
Funds holding: 57 → 56 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.1M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.19M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
+$561K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$554K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$320K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.09M |
| 2 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
-$2.71M |
| 3 |
Cohen & Steers
New York
|
-$638K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$578K |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$433K |
KIO Hedge Fund Activity: Q4 2023 in Review
56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2023, worth a combined $90M — up 7.6% from $83.7M a quarter earlier.
Fund positioning in KIO was balanced in Q4 2023: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.1M. The largest seller was Sit Investment Associates, cutting an estimated $4.09M.
- 56 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2023, down from 57 in Q3 2023.
- Funds reported $90M of KKR Income Opportunities Fund stock for Q4 2023, up 7.6% quarter-over-quarter.
- 10 funds opened new KKR Income Opportunities Fund positions in Q4 2023 and 10 closed out, a net change of 0 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $8.1M added.
- The largest KKR Income Opportunities Fund seller in Q4 2023 was Sit Investment Associates, an estimated $4.09M sold.
Based on aggregated 13F filings for Q4 2023.