KKR Income Opportunities Fund
KIO- Exchange
- NYSE
- SEC CIK
- 0001515940
No open-market purchases or sales by KKR Income Opportunities Fund insiders were filed in the last 90 days; 90 institutions reported holding it in 13F filings for Q2 2026, worth $118.4M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in KKR Income Opportunities Fund as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 44
- −2 vs. Q2 2021
- Shares held
- 3.79M
- +31.4K (+0.8%) vs. Q2 2021
- Total value
- $62.1M
- −$608.0K (−1.0%) vs. Q2 2021
- New holders
- 2
- 15 more added
- Sold out
- 4
- 19 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 90 | $118.4M |
| Q1 2026 | 94 | $114.7M |
| Q4 2025 | 95 | $119.3M |
| Q3 2025 | 95 | $133.0M |
| Q2 2025 | 95 | $138.5M |
| Q1 2025 | 83 | $151.5M |
| Q4 2024 | 66 | $71.3M |
| Q3 2024 | 59 | $73.9M |
| Q2 2024 | 52 | $66.9M |
| Q1 2024 | 53 | $73.8M |
| Q4 2023 | 56 | $77.8M |
| Q3 2023 | 57 | $83.7M |
| Q2 2023 | 57 | $85.9M |
| Q1 2023 | 63 | $86.9M |
| Q4 2022 | 48 | $56.0M |
| Q3 2022 | 53 | $60.3M |
| Q2 2022 | 56 | $57.0M |
| Q1 2022 | 50 | $66.3M |
| Q4 2021 | 46 | $71.4M |
| Q3 2021 | 44 | $62.1M |
| Q2 2021 | 47 | $62.9M |
| Q1 2021 | 54 | $61.6M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 860 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,451 | $24.0K | 0.01% | +27+1.9% | Added |
| Proequities, Inc. | 5,514 | $91.0K | 0.01% | +52+1.0% | Added |
| FNY Investment Advisers, LLC | 11,768 | $192.0K | 0.09% | −4,460−27.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,780 | $193.0K | 0.01% | +11,780 | New |
| HighTower Advisors, LLC | 12,154 | $199.0K | 0.00% | −3,546−22.6% | Reduced |
| Raymond James & Associates | 13,395 | $219.0K | 0.00% | +13,395 | New |
| Sigma Planning Corp | 13,436 | $220.0K | 0.01% | +183+1.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $225.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,050 | $230.0K | 0.00% | +1,800+14.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 14,120 | $231.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,479 | $237.0K | 0.00% | −16,973−54.0% | Reduced |
| Stratos Wealth Partners, LTD. | 20,462 | $335.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,955 | $343.0K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 22,560 | $370.0K | 0.21% | −14,747−39.5% | Reduced |
| Royal Bank of Canada | 23,077 | $378.0K | 0.00% | −300−1.3% | Reduced |
| Claraphi Advisory Network, LLC | 27,477 | $450.0K | 0.16% | +7,041+34.5% | Added |
| Northwestern Mutual Wealth Management Co | 29,870 | $489.0K | 0.00% | −47,660−61.5% | Reduced |
| Cetera Investment Advisers | 30,819 | $505.0K | 0.01% | −8,718−22.1% | Reduced |
| Vanguard Capital Wealth Advisors | 33,400 | $547.0K | 0.42% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,172 | $610.0K | 0.00% | −79−0.2% | Reduced |
| Virtus ETF Advisers LLC | 38,840 | $636.0K | 0.28% | −133−0.3% | Reduced |
| Summit X, LLC | 41,474 | $680.0K | 0.17% | −494−1.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 42,129 | $690.0K | 0.04% | +16,194+62.4% | Added |
| Mid Atlantic Financial Management Inc | 51,500 | $844.0K | 0.06% | −8,500−14.2% | Reduced |
| MML Investors Services, LLC | 58,688 | $961.0K | 0.01% | +1,405+2.5% | Added |
| Highlander Capital Management, LLC | 63,018 | $1.03M | 0.52% | −813−1.3% | Reduced |
| Bank of America Corp | 71,703 | $1.17M | 0.00% | +2,910+4.2% | Added |
| Cohen & Steers, Inc. | 77,776 | $1.27M | 0.00% | +32,434+71.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 87,496 | $1.43M | 0.01% | +21,669+32.9% | Added |
| Rockefeller Capital Management L.P. | 90,500 | $1.48M | 0.01% | −5,000−5.2% | Reduced |
| Capital Investment Advisors, LLC | 95,067 | $1.56M | 0.05% | +77+0.1% | Added |
| Wells Fargo & Company | 97,351 | $1.59M | 0.00% | −10,219−9.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 101,614 | $1.66M | 0.99% | −3,154−3.0% | Reduced |
| Invesco Ltd. | 103,547 | $1.70M | 0.00% | +27,313+35.8% | Added |
| Shaker Financial Services, LLC | 117,623 | $1.93M | 0.77% | +94,129+400.7% | Added |
| LPL Financial LLC | 130,399 | $2.14M | 0.00% | −9,908−7.1% | Reduced |
| Sage Rhino Capital LLC | 252,145 | $4.13M | 1.26% | −5,734−2.2% | Reduced |
| Guggenheim Capital LLC | 339,046 | $5.55M | 0.03% | −20,700−5.8% | Reduced |
| UBS Group AG | 367,162 | $6.01M | 0.00% | +146,151+66.1% | Added |
| Sit Investment Associates Inc | 534,311 | $8.75M | 0.23% | +30,486+6.1% | Added |
| Morgan Stanley | 654,917 | $10.7M | 0.00% | −153,041−18.9% | Reduced |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −39,176−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −9,513−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |