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 |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 412 | $6.00K | 0.00% | +412 | New |
| Ahrens Investment Partners LLC | 2,700 | $39.0K | 0.01% | −2,000−42.6% | Reduced |
| Future Financial Wealth Managment LLC | 7,500 | $108.0K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,000 | $144.0K | 0.00% | +10,000 | New |
| Raymond James Financial Services Advisors, Inc. | 11,470 | $166.0K | 0.00% | −3,150−21.5% | Reduced |
| HighTower Advisors, LLC | 11,763 | $170.0K | 0.00% | −442−3.6% | Reduced |
| Wolverine Asset Management LLC | 12,508 | $180.0K | 0.00% | +12,508 | New |
| Stifel Financial Corp | 12,836 | $185.0K | 0.00% | +12,836 | New |
| Sigma Planning Corp | 12,917 | $186.0K | 0.01% | −705−5.2% | Reduced |
| 1776 Wealth LLC | 13,144 | $190.0K | 0.11% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $198.0K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,050 | $203.0K | 0.00% | +2,500+21.6% | Added |
| Bluefin Capital Management, LLC | 14,920 | $215.0K | 0.04% | +14,920 | New |
| OTA Financial Group L.P. | 17,448 | $251.0K | 0.16% | +17,448 | New |
| Magnolia Capital Advisors LLC | 19,685 | $284.0K | 0.11% | +19,685 | New |
| Landscape Capital Management, L.L.C. | 19,788 | $286.0K | 0.04% | +19,788 | New |
| Stratos Wealth Partners, LTD. | 20,462 | $295.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,955 | $302.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 22,680 | $327.0K | 0.00% | −5,279−18.9% | Reduced |
| Royal Bank of Canada | 23,677 | $342.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 25,300 | $365.0K | 0.01% | −14,600−36.6% | Reduced |
| Gator Capital Management, LLC | 28,806 | $416.0K | 0.30% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,950 | $418.0K | 0.00% | −6,689−18.8% | Reduced |
| Vanguard Capital Wealth Advisors | 33,400 | $481.0K | 0.34% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 40,425 | $583.0K | 0.42% | +40,425 | New |
| Summit X, LLC | 42,748 | $615.0K | 0.15% | −908−2.1% | Reduced |
| Virtus ETF Advisers LLC | 45,541 | $657.0K | 0.29% | +11,180+32.5% | Added |
| Saba Capital Management, L.P. | 50,000 | $722.0K | 0.01% | +50,000 | New |
| MML Investors Services, LLC | 53,871 | $777.0K | 0.01% | +6,154+12.9% | Added |
| Claraphi Advisory Network, LLC | 59,293 | $856.0K | 0.25% | +33,146+126.8% | Added |
| Highlander Capital Management, LLC | 63,758 | $920.0K | 0.43% | +220+0.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 67,807 | $978.0K | 0.05% | +8,193+13.7% | Added |
| Bank of America Corp | 71,749 | $1.03M | 0.00% | −3,493−4.6% | Reduced |
| Shaker Financial Services, LLC | 72,818 | $1.05M | 0.40% | −38,415−34.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 83,274 | $1.20M | 0.73% | −15,102−15.4% | Reduced |
| LPL Financial LLC | 88,091 | $1.27M | 0.00% | −57,442−39.5% | Reduced |
| Wells Fargo & Company | 93,260 | $1.34M | 0.00% | −3,097−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 93,664 | $1.35M | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 94,731 | $1.37M | 0.04% | +1,566+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,392 | $1.41M | 0.01% | +3,234+3.4% | Added |
| Cohen & Steers, Inc. | 112,060 | $1.62M | 0.00% | −17,086−13.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 155,057 | $2.24M | 0.00% | +118,910+329.0% | Added |
| GraniteShares Advisors LLC | 174,525 | $2.52M | 1.37% | +15,479+9.7% | Added |
| Invesco Ltd. | 202,002 | $2.92M | 0.00% | +48,409+31.5% | Added |
| Sage Rhino Capital LLC | 253,722 | $3.66M | 1.11% | +1,325+0.5% | Added |
| Guggenheim Capital LLC | 293,843 | $4.24M | 0.03% | −45,525−13.4% | Reduced |
| UBS Group AG | 408,856 | $5.90M | 0.00% | +18,085+4.6% | Added |
| Sit Investment Associates Inc | 616,318 | $8.89M | 0.24% | +40,432+7.0% | Added |
| Morgan Stanley | 863,114 | $12.5M | 0.00% | +128,326+17.5% | Added |
| 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 |