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KIO

KKR Income Opportunities Fund

66 hedge funds and large institutions have $71.4M invested in KKR Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

12% more funds holding

Funds holding: 5966 (+7)

1.16% more ownership

Funds ownership: 18.48%19.64% (+1.2%)

3% less capital invested

Capital invested by funds: $73.9M → $71.4M (-$2.46M)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
22
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$746K +54,031 +6%
UBS Group
2
UBS Group
Switzerland
$8.62M +$634K +45,914 +8%
GC
3
Guggenheim Capital
Illinois
$7.6M +$511K +37,014 +7%
PCM
4
Penserra Capital Management
California
$5.13M +$356K +25,808 +7%
AAM
5
Advisors Asset Management
Colorado
$4.33M -$1.18M -85,228 -21%
Bank of America
6
Bank of America
North Carolina
$3.85M +$118K +8,537 +3%
Stifel Financial
7
Stifel Financial
Missouri
$2.44M +$1.02M +74,217 +69%
CIA
8
Capital Investment Advisors
Georgia
$2.21M -$185K -13,425 -8%
Wells Fargo
9
Wells Fargo
California
$2.19M +$519K +37,634 +30%
Invesco
10
Invesco
Georgia
$2.06M -$45.2K -3,279 -2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.53M -$5.49K -398 -0.3%
JPLA
12
Joseph P. Lucia & Associates
New York
$1.4M +$67K +4,853 +5%
LPL Financial
13
LPL Financial
California
$1.15M +$72.8K +5,277 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.09M +$66K +4,780 +6%
SXL
15
Summit X LLC
Missouri
$1M -$24.4K -1,768 -2%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$854K -$13.8K -1,000 -2%
VEA
17
Virtus ETF Advisers
New York
$849K +$212K +15,380 +32%
JWCA
18
J.W. Cole Advisors
Florida
$813K +$255K +18,504 +44%
CLA
19
Carnegie Lake Advisors
New Jersey
$669K
BI
20
Bramshill Investments
Florida
$655K -$8.1K -587 -1%
KA
21
Kovack Advisors
Florida
$589K -$37.3K -2,700 -6%
NA
22
NewEdge Advisors
Louisiana
$557K +$26K +1,885 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$529K +$43.6K +3,162 +9%
Comerica Bank
24
Comerica Bank
Texas
$525K +$19.2K +1,388 +4%
VCWA
25
Vanguard Capital Wealth Advisors
Colorado
$468K

KIO Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in KKR Income Opportunities Fund (KIO) for Q4 2024, worth a combined $71.4M — down 3.3% from $73.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new KIO positions and 6 closed out — a net gain of 8 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.

  • 66 institutional investors held KKR Income Opportunities Fund (KIO) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $71.4M of KKR Income Opportunities Fund stock for Q4 2024, down 3.3% quarter-over-quarter.
  • 14 funds opened new KKR Income Opportunities Fund positions in Q4 2024 and 6 closed out, a net change of +8 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.