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 $119.7M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 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
- 56
- +6 vs. Q1 2022
- Shares held
- 4.91M
- +309.5K (+6.7%) vs. Q1 2022
- Total value
- $57.0M
- −$9.37M (−14.1%) vs. Q1 2022
- New holders
- 10
- 26 more added
- Sold out
- 4
- 12 more reduced
Compare with Q1 2022: 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 | $119.7M |
| Q1 2026 | 94 | $114.7M |
| Q4 2025 | 95 | $119.6M |
| Q3 2025 | 95 | $133.0M |
| Q2 2025 | 95 | $140.9M |
| Q1 2025 | 83 | $151.5M |
| Q4 2024 | 66 | $71.5M |
| Q3 2024 | 59 | $73.9M |
| Q2 2024 | 52 | $66.9M |
| Q1 2024 | 53 | $106.8M |
| Q4 2023 | 56 | $90.2M |
| Q3 2023 | 57 | $83.7M |
| Q2 2023 | 57 | $85.9M |
| Q1 2023 | 63 | $86.9M |
| Q4 2022 | 48 | $56.4M |
| Q3 2022 | 53 | $70.7M |
| Q2 2022 | 56 | $58.1M |
| Q1 2022 | 50 | $66.3M |
| Q4 2021 | 46 | $71.4M |
| Q3 2021 | 44 | $62.1M |
| Q2 2021 | 47 | $62.9M |
| Q1 2021 | 54 | $62.4M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 701,190 | $8.16M | 0.25% | +84,872+13.8% | Added |
| Morgan Stanley | 490,043 | $5.70M | 0.00% | −373,071−43.2% | Reduced |
| UBS Group AG | 465,718 | $5.42M | 0.00% | +56,862+13.9% | Added |
| Guggenheim Capital LLC | 294,961 | $3.43M | 0.03% | +1,118+0.4% | Added |
| Sage Rhino Capital LLC | 240,880 | $2.80M | 1.07% | −12,842−5.1% | Reduced |
| Shaker Financial Services, LLC | 193,194 | $2.25M | 1.09% | +120,376+165.3% | Added |
| Invesco Ltd. | 190,868 | $2.22M | 0.00% | −11,134−5.5% | Reduced |
| GraniteShares Advisors LLC | 179,705 | $2.09M | 1.53% | +5,180+3.0% | Added |
| Cohen & Steers, Inc. | 141,567 | $1.65M | 0.00% | +29,507+26.3% | Added |
| Wolverine Asset Management LLC | 139,123 | $1.62M | 0.02% | +126,615+1,012.3% | Added |
| Logan Stone Capital, LLC | 123,949 | $1.44M | 1.06% | +83,524+206.6% | Added |
| Capital Investment Advisors, LLC | 109,082 | $1.27M | 0.04% | +14,351+15.1% | Added |
| Rockefeller Capital Management L.P. | 103,664 | $1.21M | 0.01% | +10,000+10.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,209 | $1.17M | 0.01% | +2,817+2.9% | Added |
| Wells Fargo & Company | 94,914 | $1.10M | 0.00% | +1,654+1.8% | Added |
| LPL Financial LLC | 91,403 | $1.06M | 0.00% | +3,312+3.8% | Added |
| Saba Capital Management, L.P. | 88,907 | $1.03M | 0.01% | +38,907+77.8% | Added |
| Bank of America Corp | 86,933 | $1.01M | 0.00% | +15,184+21.2% | Added |
| Joseph P. Lucia & Associates, LLC | 84,433 | $983.0K | 0.69% | +1,159+1.4% | Added |
| BlackRock Inc. | 80,300 | $935.0K | 0.00% | +80,300 | New |
| Hennion & Walsh Asset Management, Inc. | 67,471 | $785.0K | 0.05% | −336−0.5% | Reduced |
| Highlander Capital Management, LLC | 63,192 | $736.0K | 0.40% | −566−0.9% | Reduced |
| MML Investors Services, LLC | 57,729 | $672.0K | 0.01% | +3,858+7.2% | Added |
| Claraphi Advisory Network, LLC | 56,545 | $658.0K | 0.23% | −2,748−4.6% | Reduced |
| Virtus ETF Advisers LLC | 54,405 | $633.0K | 0.23% | +8,864+19.5% | Added |
| Summit X, LLC | 46,843 | $546.0K | 0.16% | +4,095+9.6% | Added |
| CNH Partners LLC | 42,873 | $499.0K | 0.01% | +42,873 | New |
| OTA Financial Group L.P. | 38,858 | $452.0K | 0.22% | +21,410+122.7% | Added |
| Northwestern Mutual Wealth Management Co | 35,838 | $417.0K | 0.00% | −119,219−76.9% | Reduced |
| Vanguard Capital Wealth Advisors | 33,600 | $391.0K | 0.44% | +200+0.6% | Added |
| Landscape Capital Management, L.L.C. | 32,948 | $384.0K | 0.05% | +13,160+66.5% | Added |
| Gator Capital Management, LLC | 28,806 | $335.0K | 0.28% | 00.0% | Unchanged |
| GWM Advisors LLC | 28,000 | $326.0K | 0.01% | +2,700+10.7% | Added |
| Advisor Group Holdings, Inc. | 27,023 | $315.0K | 0.00% | −1,927−6.7% | Reduced |
| Royal Bank of Canada | 23,677 | $276.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,453 | $273.0K | 0.00% | +23,453 | New |
| Cetera Investment Advisers | 22,680 | $264.0K | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 21,402 | $248.0K | 0.03% | +6,482+43.4% | Added |
| Stratos Wealth Partners, LTD. | 20,462 | $238.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 18,903 | $220.0K | 0.00% | −2,052−9.8% | Reduced |
| Stifel Financial Corp | 17,314 | $202.0K | 0.00% | +4,478+34.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,150 | $176.0K | 0.01% | +15,150 | New |
| Quantedge Capital Pte Ltd | 14,300 | $166.0K | 0.03% | +14,300 | New |
| Oppenheimer & Co Inc | 14,050 | $164.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $160.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,832 | $137.0K | 0.00% | +69+0.6% | Added |
| Sigma Planning Corp | 10,991 | $128.0K | 0.00% | −1,926−14.9% | Reduced |
| Aries Wealth Management | 10,568 | $123.0K | 0.06% | +10,568 | New |
| Walleye Capital LLC | 10,378 | $121.0K | 0.00% | +10,378 | New |
| Raymond James Financial Services Advisors, Inc. | 10,025 | $117.0K | 0.00% | −1,445−12.6% | Reduced |
| Matisse Capital | 10,000 | $116.0K | 0.11% | +10,000 | New |
| SeaCrest Wealth Management, LLC | 7,189 | $84.0K | 0.01% | +7,189 | New |
| Ahrens Investment Partners LLC | 1,900 | $22.0K | 0.01% | −800−29.6% | Reduced |
| Robinson Capital Management, LLC | 175 | $2.00K | 0.00% | +175 | New |
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | – | – | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −19,685−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −412−100.0% | Sold out |