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 |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 860 | $15.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,000 | $68.0K | 0.00% | +4,000 | New |
| Ahrens Investment Partners LLC | 4,700 | $80.0K | 0.04% | +4,700 | New |
| Proequities, Inc. | 5,561 | $94.0K | 0.01% | +47+0.9% | Added |
| Future Financial Wealth Managment LLC | 7,500 | $125.0K | 0.10% | +7,500 | New |
| Raymond James & Associates | 10,395 | $176.0K | 0.00% | −3,000−22.4% | Reduced |
| Aries Wealth Management | 10,568 | $179.0K | 0.07% | +10,568 | New |
| Oppenheimer & Co Inc | 11,550 | $195.0K | 0.00% | −2,500−17.8% | Reduced |
| HighTower Advisors, LLC | 12,205 | $206.0K | 0.00% | +51+0.4% | Added |
| Commonwealth Equity Services, LLC | 12,843 | $217.0K | 0.00% | −1,636−11.3% | Reduced |
| 1776 Wealth LLC | 13,144 | $222.0K | 0.12% | −9,416−41.7% | Reduced |
| Sigma Planning Corp | 13,622 | $230.0K | 0.01% | +186+1.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $232.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,620 | $247.0K | 0.00% | +500+3.5% | Added |
| Stratos Wealth Partners, LTD. | 20,462 | $346.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,955 | $355.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,677 | $401.0K | 0.00% | +600+2.6% | Added |
| Claraphi Advisory Network, LLC | 26,147 | $442.0K | 0.15% | −1,330−4.8% | Reduced |
| Cetera Investment Advisers | 27,959 | $473.0K | 0.01% | −2,860−9.3% | Reduced |
| Gator Capital Management, LLC | 28,806 | $487.0K | 0.35% | +28,806 | New |
| Vanguard Capital Wealth Advisors | 33,400 | $565.0K | 0.41% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 34,361 | $581.0K | 0.22% | −4,479−11.5% | Reduced |
| Advisor Group Holdings, Inc. | 35,639 | $604.0K | 0.00% | −1,533−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,147 | $612.0K | 0.00% | +6,277+21.0% | Added |
| GWM Advisors LLC | 39,900 | $675.0K | 0.01% | +39,900 | New |
| Summit X, LLC | 43,656 | $740.0K | 0.17% | +2,182+5.3% | Added |
| MML Investors Services, LLC | 47,717 | $807.0K | 0.01% | −10,971−18.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 59,614 | $1.01M | 0.05% | +17,485+41.5% | Added |
| Highlander Capital Management, LLC | 63,538 | $1.07M | 0.50% | +520+0.8% | Added |
| Bank of America Corp | 75,242 | $1.27M | 0.00% | +3,539+4.9% | Added |
| Capital Investment Advisors, LLC | 93,165 | $1.58M | 0.05% | −1,902−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 93,664 | $1.58M | 0.01% | +3,164+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,158 | $1.59M | 0.01% | +6,662+7.6% | Added |
| Wells Fargo & Company | 96,357 | $1.63M | 0.00% | −994−1.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 98,376 | $1.67M | 1.06% | −3,238−3.2% | Reduced |
| Shaker Financial Services, LLC | 111,233 | $1.88M | 0.66% | −6,390−5.4% | Reduced |
| Cohen & Steers, Inc. | 129,146 | $2.19M | 0.00% | +51,370+66.0% | Added |
| LPL Financial LLC | 145,533 | $2.46M | 0.00% | +15,134+11.6% | Added |
| Invesco Ltd. | 153,593 | $2.60M | 0.00% | +50,046+48.3% | Added |
| GraniteShares Advisors LLC | 159,046 | $2.69M | 1.25% | +159,046 | New |
| Sage Rhino Capital LLC | 252,397 | $4.27M | 1.20% | +252+0.1% | Added |
| Guggenheim Capital LLC | 339,368 | $5.74M | 0.03% | +322+0.1% | Added |
| UBS Group AG | 390,771 | $6.61M | 0.00% | +23,609+6.4% | Added |
| Sit Investment Associates Inc | 575,886 | $9.74M | 0.23% | +41,575+7.8% | Added |
| Morgan Stanley | 734,788 | $12.4M | 0.00% | +79,871+12.2% | Added |
| 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 |