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, Q4 2021
Institutional positions in KKR Income Opportunities Fund as of Dec 31, 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
- 46
- +3 vs. Q3 2021
- Shares held
- 4.22M
- +482.3K (+12.9%) vs. Q3 2021
- Total value
- $71.4M
- +$10.2M (+16.6%) vs. Q3 2021
- New holders
- 7
- 20 more added
- Sold out
- 4
- 13 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 734,788 | $12.4M | 0.00% | +79,871+12.2% | Added |
| Sit Investment Associates Inc | 575,886 | $9.74M | 0.23% | +41,575+7.8% | Added |
| UBS Group AG | 390,771 | $6.61M | 0.00% | +23,609+6.4% | Added |
| Guggenheim Capital LLC | 339,368 | $5.74M | 0.03% | +322+0.1% | Added |
| Sage Rhino Capital LLC | 252,397 | $4.27M | 1.20% | +252+0.1% | Added |
| GraniteShares Advisors LLC | 159,046 | $2.69M | 1.25% | +159,046 | New |
| Invesco Ltd. | 153,593 | $2.60M | 0.00% | +50,046+48.3% | Added |
| LPL Financial LLC | 145,533 | $2.46M | 0.00% | +15,134+11.6% | Added |
| Cohen & Steers, Inc. | 129,146 | $2.19M | 0.00% | +51,370+66.0% | Added |
| Shaker Financial Services, LLC | 111,233 | $1.88M | 0.66% | −6,390−5.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 98,376 | $1.67M | 1.06% | −3,238−3.2% | Reduced |
| Wells Fargo & Company | 96,357 | $1.63M | 0.00% | −994−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,158 | $1.59M | 0.01% | +6,662+7.6% | Added |
| Rockefeller Capital Management L.P. | 93,664 | $1.58M | 0.01% | +3,164+3.5% | Added |
| Capital Investment Advisors, LLC | 93,165 | $1.58M | 0.05% | −1,902−2.0% | Reduced |
| Bank of America Corp | 75,242 | $1.27M | 0.00% | +3,539+4.9% | Added |
| Highlander Capital Management, LLC | 63,538 | $1.07M | 0.50% | +520+0.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 59,614 | $1.01M | 0.05% | +17,485+41.5% | Added |
| MML Investors Services, LLC | 47,717 | $807.0K | 0.01% | −10,971−18.7% | Reduced |
| Summit X, LLC | 43,656 | $740.0K | 0.17% | +2,182+5.3% | Added |
| GWM Advisors LLC | 39,900 | $675.0K | 0.01% | +39,900 | New |
| Northwestern Mutual Wealth Management Co | 36,147 | $612.0K | 0.00% | +6,277+21.0% | Added |
| Advisor Group Holdings, Inc. | 35,639 | $604.0K | 0.00% | −1,533−4.1% | Reduced |
| Virtus ETF Advisers LLC | 34,361 | $581.0K | 0.22% | −4,479−11.5% | Reduced |
| Vanguard Capital Wealth Advisors | 33,400 | $565.0K | 0.41% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 28,806 | $487.0K | 0.35% | +28,806 | New |
| Cetera Investment Advisers | 27,959 | $473.0K | 0.01% | −2,860−9.3% | Reduced |
| Claraphi Advisory Network, LLC | 26,147 | $442.0K | 0.15% | −1,330−4.8% | Reduced |
| Royal Bank of Canada | 23,677 | $401.0K | 0.00% | +600+2.6% | Added |
| Stephens Inc | 20,955 | $355.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,462 | $346.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,620 | $247.0K | 0.00% | +500+3.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $232.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,622 | $230.0K | 0.01% | +186+1.4% | Added |
| 1776 Wealth LLC | 13,144 | $222.0K | 0.12% | −9,416−41.7% | Reduced |
| Commonwealth Equity Services, LLC | 12,843 | $217.0K | 0.00% | −1,636−11.3% | Reduced |
| HighTower Advisors, LLC | 12,205 | $206.0K | 0.00% | +51+0.4% | Added |
| Oppenheimer & Co Inc | 11,550 | $195.0K | 0.00% | −2,500−17.8% | Reduced |
| Aries Wealth Management | 10,568 | $179.0K | 0.07% | +10,568 | New |
| Raymond James & Associates | 10,395 | $176.0K | 0.00% | −3,000−22.4% | Reduced |
| Future Financial Wealth Managment LLC | 7,500 | $125.0K | 0.10% | +7,500 | New |
| Proequities, Inc. | 5,561 | $94.0K | 0.01% | +47+0.9% | Added |
| Ahrens Investment Partners LLC | 4,700 | $80.0K | 0.04% | +4,700 | New |
| CoreCap Advisors, LLC | 4,000 | $68.0K | 0.00% | +4,000 | New |
| NEXT Financial Group, Inc | 860 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,780−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −11,768−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −1,451−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |