KKR Income Opportunities Fund
KIO
55 hedge funds and large institutions have $74.5M invested in KKR Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 13 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
2% less funds holding
Funds holding: 56 → 55 (-1)
14.9% less ownership
Funds ownership: 35.2% → 20.3% (-15%)
17% less capital invested
Capital invested by funds: $90M → $74.5M (-$15.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$3.54M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$847K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$824K |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
+$557K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$551K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.04M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$7.76M |
| 4 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$1.32M |
| 5 |
QL
Quarry LP
New York
|
-$732K |
KIO Hedge Fund Activity: Q1 2024 in Review
55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2024, worth a combined $74.5M — down 17% from $90M a quarter earlier.
Fund positioning in KIO was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 21 added to existing stakes and 10 trimmed.
The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $3.54M. The largest seller was Morgan Stanley, cutting an estimated $9.47M.
- 55 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $74.5M of KKR Income Opportunities Fund stock for Q1 2024, down 17% quarter-over-quarter.
- 13 funds opened new KKR Income Opportunities Fund positions in Q1 2024 and 13 closed out, a net change of 0 holders.
- The largest KKR Income Opportunities Fund buyer in Q1 2024 was Absolute Investment Advisers, an estimated $3.54M added.
- The largest KKR Income Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $9.47M sold.
Based on aggregated 13F filings for Q1 2024.