KKR Income Opportunities Fund
KIO
67 hedge funds and large institutions have $71.5M invested in KKR Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.
182% more capital inflows, than outflows
Capital inflows: $7.12M | Capital outflows: $2.52M
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
14% more funds holding
Funds holding: 59 → 67 (+8)
1.16% more ownership
Funds ownership: 18.48% → 19.64% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$1.02M |
| 2 |
Morgan Stanley
New York
|
+$746K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$634K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$519K |
| 5 |
Guggenheim Capital
Chicago,
Illinois
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisors Asset Management
Monument,
Colorado
|
-$1.18M |
| 2 |
Independent Financial Group
San Diego,
California
|
-$252K |
| 3 |
PFG Investments
Woodbury,
New York
|
-$249K |
| 4 |
M Holdings Securities
Portland,
Oregon
|
-$217K |
| 5 |
Capital Investment Advisors
Atlanta,
Georgia
|
-$185K |
KIO Hedge Fund Activity: Q4 2024 in Review
67 of the 7,618 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2024, worth a combined $71.5M — down 3.3% from $73.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KIO positions and 6 closed out — a net gain of 9 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Stifel Financial, adding an estimated $1.02M. The largest seller was Advisors Asset Management, cutting an estimated $1.18M.
- 67 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2024, up from 59 in Q3 2024.
- Funds reported $71.5M of KKR Income Opportunities Fund stock for Q4 2024, down 3.3% quarter-over-quarter.
- 15 funds opened new KKR Income Opportunities Fund positions in Q4 2024 and 6 closed out, a net change of +9 holders.
- The largest KKR Income Opportunities Fund buyer in Q4 2024 was Stifel Financial, an estimated $1.02M added.
- The largest KKR Income Opportunities Fund seller in Q4 2024 was Advisors Asset Management, an estimated $1.18M sold.
Based on aggregated 13F filings for Q4 2024.