KIO

KKR Income Opportunities Fund

82 hedge funds and large institutions have $151M invested in KKR Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 30 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+17
Holders Change %
+26.15%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
28
Increased
30
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$27.8M +$27.8M +2,260,825 New
Morgan Stanley
2
Morgan Stanley
New York
$14.2M +$1.91M +155,173 +16%
UBS Group
3
UBS Group
Switzerland
$11M +$3.09M +251,133 +39%
LCM
4
Landscape Capital Management
New Jersey
$9.84M +$9.84M +800,734 New
GC
5
Guggenheim Capital
Illinois
$9.44M +$2.46M +199,974 +35%
1CP
6
1607 Capital Partners
Virginia
$8.97M +$8.97M +729,483 New
KIM
7
Karpus Investment Management
New York
$8.31M +$8.31M +676,301 New
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$7.39M +$7.39M +601,202 New
PAMP
9
Polar Asset Management Partners
Ontario, Canada
$4.96M +$4.96M +403,595 New
PCM
10
Penserra Capital Management
California
$4.28M -$432K -35,123 -9%
Bank of America
11
Bank of America
North Carolina
$3.97M +$436K +35,502 +12%
AAM
12
Advisors Asset Management
Colorado
$3.65M -$322K -26,222 -8%
Stifel Financial
13
Stifel Financial
Missouri
$2.78M +$532K +43,324 +24%
Wells Fargo
14
Wells Fargo
California
$2.6M +$589K +47,915 +29%
CIA
15
Capital Investment Advisors
Georgia
$1.91M -$115K -9,360 -6%
Invesco
16
Invesco
Georgia
$1.77M -$124K -10,079 -7%
WAM
17
Wolverine Asset Management
Illinois
$1.65M +$1.65M +134,352 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.46M +$47.6K +3,877 +3%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.29M +$6.64K +540 +0.5%
LPL Financial
20
LPL Financial
California
$1.24M +$181K +14,733 +17%
KA
21
Kovack Advisors
Florida
$1.21M +$671K +54,620 +124%
Raymond James Financial
22
Raymond James Financial
Florida
$1.13M +$870K +70,778 +338%
VIA
23
Virtus Investment Advisers
Connecticut
$1.12M +$1.12M +91,091 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.07M +$73.8K +6,007 +7%
JWCA
25
J.W. Cole Advisors
Florida
$970K +$223K +18,169 +30%