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, Q1 2022
Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2022. 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
- 50
- +5 vs. Q4 2021
- Shares held
- 4.60M
- +377.9K (+9.0%) vs. Q4 2021
- Total value
- $66.3M
- −$5.06M (−7.1%) vs. Q4 2021
- New holders
- 10
- 15 more added
- Sold out
- 5
- 15 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 863,114 | $12.5M | 0.00% | +128,326+17.5% | Added |
| Sit Investment Associates Inc | 616,318 | $8.89M | 0.24% | +40,432+7.0% | Added |
| UBS Group AG | 408,856 | $5.90M | 0.00% | +18,085+4.6% | Added |
| Guggenheim Capital LLC | 293,843 | $4.24M | 0.03% | −45,525−13.4% | Reduced |
| Sage Rhino Capital LLC | 253,722 | $3.66M | 1.11% | +1,325+0.5% | Added |
| Invesco Ltd. | 202,002 | $2.92M | 0.00% | +48,409+31.5% | Added |
| GraniteShares Advisors LLC | 174,525 | $2.52M | 1.37% | +15,479+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 155,057 | $2.24M | 0.00% | +118,910+329.0% | Added |
| Cohen & Steers, Inc. | 112,060 | $1.62M | 0.00% | −17,086−13.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,392 | $1.41M | 0.01% | +3,234+3.4% | Added |
| Capital Investment Advisors, LLC | 94,731 | $1.37M | 0.04% | +1,566+1.7% | Added |
| Rockefeller Capital Management L.P. | 93,664 | $1.35M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 93,260 | $1.34M | 0.00% | −3,097−3.2% | Reduced |
| LPL Financial LLC | 88,091 | $1.27M | 0.00% | −57,442−39.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 83,274 | $1.20M | 0.73% | −15,102−15.4% | Reduced |
| Shaker Financial Services, LLC | 72,818 | $1.05M | 0.40% | −38,415−34.5% | Reduced |
| Bank of America Corp | 71,749 | $1.03M | 0.00% | −3,493−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 67,807 | $978.0K | 0.05% | +8,193+13.7% | Added |
| Highlander Capital Management, LLC | 63,758 | $920.0K | 0.43% | +220+0.3% | Added |
| Claraphi Advisory Network, LLC | 59,293 | $856.0K | 0.25% | +33,146+126.8% | Added |
| MML Investors Services, LLC | 53,871 | $777.0K | 0.01% | +6,154+12.9% | Added |
| Saba Capital Management, L.P. | 50,000 | $722.0K | 0.01% | +50,000 | New |
| Virtus ETF Advisers LLC | 45,541 | $657.0K | 0.29% | +11,180+32.5% | Added |
| Summit X, LLC | 42,748 | $615.0K | 0.15% | −908−2.1% | Reduced |
| Logan Stone Capital, LLC | 40,425 | $583.0K | 0.42% | +40,425 | New |
| Vanguard Capital Wealth Advisors | 33,400 | $481.0K | 0.34% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,950 | $418.0K | 0.00% | −6,689−18.8% | Reduced |
| Gator Capital Management, LLC | 28,806 | $416.0K | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,300 | $365.0K | 0.01% | −14,600−36.6% | Reduced |
| Royal Bank of Canada | 23,677 | $342.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,680 | $327.0K | 0.00% | −5,279−18.9% | Reduced |
| Stephens Inc | 20,955 | $302.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 20,462 | $295.0K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 19,788 | $286.0K | 0.04% | +19,788 | New |
| Magnolia Capital Advisors LLC | 19,685 | $284.0K | 0.11% | +19,685 | New |
| OTA Financial Group L.P. | 17,448 | $251.0K | 0.16% | +17,448 | New |
| Bluefin Capital Management, LLC | 14,920 | $215.0K | 0.04% | +14,920 | New |
| Oppenheimer & Co Inc | 14,050 | $203.0K | 0.00% | +2,500+21.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $198.0K | 0.03% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $190.0K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 12,917 | $186.0K | 0.01% | −705−5.2% | Reduced |
| Stifel Financial Corp | 12,836 | $185.0K | 0.00% | +12,836 | New |
| Wolverine Asset Management LLC | 12,508 | $180.0K | 0.00% | +12,508 | New |
| HighTower Advisors, LLC | 11,763 | $170.0K | 0.00% | −442−3.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,470 | $166.0K | 0.00% | −3,150−21.5% | Reduced |
| Envestnet Asset Management Inc | 10,000 | $144.0K | 0.00% | +10,000 | New |
| Future Financial Wealth Managment LLC | 7,500 | $108.0K | 0.09% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,700 | $39.0K | 0.01% | −2,000−42.6% | Reduced |
| Tower Research Capital LLC (TRC) | 412 | $6.00K | 0.00% | +412 | New |
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −5,561−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,843−100.0% | Sold out |
| Aries Wealth Management | 0 | $0 | 0.00% | −10,568−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |