KKR Income Opportunities Fund
KIO
55 hedge funds and large institutions have $74.6M invested in KKR Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 9 reducing their positions, and 13 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 9
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
4% less capital invested
Capital invested by funds: $77.8M → $74.6M (-$3.22M)
2% less funds holding
Funds holding: 56 → 55 (-1)
10.12% less ownership
Funds ownership: 30.42% → 20.3% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$3.54M |
| 2 |
Morgan Stanley
New York
|
+$3.19M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$848K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$824K |
| 5 |
BI
Bramshill Investments
Naples,
Florida
|
+$557K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.04M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$7.76M |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$1.32M |
| 4 |
QL
Quarry LP
New York
|
-$732K |
| 5 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$421K |
KIO Hedge Fund Activity: Q1 2024 in Review
55 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q1 2024, worth a combined $74.6M — down 4.1% from $77.8M a quarter earlier.
Fund positioning in KIO was balanced in Q1 2024: 13 funds opened new positions, 13 closed out, 22 added to existing stakes and 9 trimmed.
The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $3.54M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $8.04M sold.
- 55 institutional investors held KKR Income Opportunities Fund (KIO) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $74.6M of KKR Income Opportunities Fund stock for Q1 2024, down 4.1% 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 Sit Investment Associates, an estimated $8.04M sold.
Based on aggregated 13F filings for Q1 2024.