KIO

KKR Income Opportunities Fund
KIO

Overview Fund Activity

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.

Holders
55
Holders Change
-1
Holders Change %
-1.79%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
10
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Absolute Investment Advisers
Florida
$3.69M
2
AAM
2
Advisors Asset Management
Colorado
$5.99M
3
Bank of America
3
Bank of America
North Carolina
$4.93M
4
BI
4
Bramshill Investments
Florida
$580K
5
CA
5
Cetera Advisors
Colorado
$574K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$16.5M
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
CCP
3
Clough Capital Partners
Massachusetts
$0
4
WCMNY
4
Westchester Capital Management (New York)
New York
$0
5
QL
5
Quarry LP
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.5M -$9.86M -728,426 -37%
UBS Group
2
UBS Group
Switzerland
$8.42M -$39.2K -2,893 -0.5%
GC
3
Guggenheim Capital
Illinois
$7.09M -$30.7K -2,266 -0.4%
AAM
4
Advisors Asset Management
Colorado
$5.99M +$883K +65,197 +17%
Bank of America
5
Bank of America
North Carolina
$4.93M +$859K +63,424 +21%
AIA
6
Absolute Investment Advisers
Florida
$3.69M +$3.69M +272,446 New
CIA
7
Capital Investment Advisors
Georgia
$2.49M +$48.9K +3,612 +2%
Invesco
8
Invesco
Georgia
$1.96M +$153K +11,274 +8%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$1.76M – – –
Wells Fargo
10
Wells Fargo
California
$1.76M +$181K +13,354 +11%
LPL Financial
11
LPL Financial
California
$1.56M +$1.3K +96 +0.1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.41M +$60.9K +4,496 +5%
JPLA
13
Joseph P. Lucia & Associates
New York
$1.27M +$37.4K +2,760 +3%
QL
14
Quarry LP
New York
$1.17M -$763K -56,330 -39%
SXL
15
Summit X LLC
Missouri
$1.06M -$290K -21,404 -21%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.03M +$24.8K +1,833 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$930K +$344K +25,385 +59%
KA
18
Kovack Advisors
Florida
$920K -$37.3K -2,758 -4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$896K +$272K +20,062 +44%
VEA
20
Virtus ETF Advisers
New York
$719K +$120K +8,842 +20%
HCM
21
Highlander Capital Management
New Jersey
$717K -$224K -16,521 -24%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$655K +$147K +10,887 +29%
Stifel Financial
23
Stifel Financial
Missouri
$607K +$324K +23,957 +115%
BI
24
Bramshill Investments
Florida
$580K +$580K +42,829 New
CA
25
Cetera Advisors
Colorado
$574K +$574K +42,374 New
1
2 3