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.
Q4 2021 vs. Q3 2021
How the institutions holding KKR Income Opportunities Fund changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 44 | 1 | 46 | +3 |
| Shares | 3.79M | 51.5K | 4.22M | +482.3K (+12.9%) |
| Value | $62.1M | $844.0K | $71.4M | +$10.2M (+16.6%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| GraniteShares Advisors LLC | 159,046 | $2.69M | 1.25% |
| GWM Advisors LLC | 39,900 | $675.0K | 0.01% |
| Gator Capital Management, LLC | 28,806 | $487.0K | 0.35% |
| Aries Wealth Management | 10,568 | $179.0K | 0.07% |
| Future Financial Wealth Managment LLC | 7,500 | $125.0K | 0.10% |
| Ahrens Investment Partners LLC | 4,700 | $80.0K | 0.04% |
| CoreCap Advisors, LLC | 4,000 | $68.0K | 0.00% |
Sold out (4)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 11,780 | $193.0K |
| FNY Investment Advisers, LLC | 11,768 | $192.0K |
| Lindbrook Capital, LLC | 1,451 | $24.0K |
| RPG Investment Advisory, LLC | 400 | $7.00K |
Not filed for Q4 2021 yet (1)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Mid Atlantic Financial Management Inc | 51,500 | $844.0K |