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, 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 | $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, 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 |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 175 | $2.00K | 0.00% | +175 | New |
| Ahrens Investment Partners LLC | 1,900 | $22.0K | 0.01% | −800−29.6% | Reduced |
| SeaCrest Wealth Management, LLC | 7,189 | $84.0K | 0.01% | +7,189 | New |
| Matisse Capital | 10,000 | $116.0K | 0.11% | +10,000 | New |
| Raymond James Financial Services Advisors, Inc. | 10,025 | $117.0K | 0.00% | −1,445−12.6% | Reduced |
| Walleye Capital LLC | 10,378 | $121.0K | 0.00% | +10,378 | New |
| Aries Wealth Management | 10,568 | $123.0K | 0.06% | +10,568 | New |
| Sigma Planning Corp | 10,991 | $128.0K | 0.00% | −1,926−14.9% | Reduced |
| HighTower Advisors, LLC | 11,832 | $137.0K | 0.00% | +69+0.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $160.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,050 | $164.0K | 0.00% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 14,300 | $166.0K | 0.03% | +14,300 | New |
| U.S. Capital Wealth Advisors, LLC | 15,150 | $176.0K | 0.01% | +15,150 | New |
| Stifel Financial Corp | 17,314 | $202.0K | 0.00% | +4,478+34.9% | Added |
| Stephens Inc | 18,903 | $220.0K | 0.00% | −2,052−9.8% | Reduced |
| Stratos Wealth Partners, LTD. | 20,462 | $238.0K | 0.01% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 21,402 | $248.0K | 0.03% | +6,482+43.4% | Added |
| Cetera Investment Advisers | 22,680 | $264.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,453 | $273.0K | 0.00% | +23,453 | New |
| Royal Bank of Canada | 23,677 | $276.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 27,023 | $315.0K | 0.00% | −1,927−6.7% | Reduced |
| GWM Advisors LLC | 28,000 | $326.0K | 0.01% | +2,700+10.7% | Added |
| Gator Capital Management, LLC | 28,806 | $335.0K | 0.28% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 32,948 | $384.0K | 0.05% | +13,160+66.5% | Added |
| Vanguard Capital Wealth Advisors | 33,600 | $391.0K | 0.44% | +200+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 35,838 | $417.0K | 0.00% | −119,219−76.9% | Reduced |
| OTA Financial Group L.P. | 38,858 | $452.0K | 0.22% | +21,410+122.7% | Added |
| CNH Partners LLC | 42,873 | $499.0K | 0.01% | +42,873 | New |
| Summit X, LLC | 46,843 | $546.0K | 0.16% | +4,095+9.6% | Added |
| Virtus ETF Advisers LLC | 54,405 | $633.0K | 0.23% | +8,864+19.5% | Added |
| Claraphi Advisory Network, LLC | 56,545 | $658.0K | 0.23% | −2,748−4.6% | Reduced |
| MML Investors Services, LLC | 57,729 | $672.0K | 0.01% | +3,858+7.2% | Added |
| Highlander Capital Management, LLC | 63,192 | $736.0K | 0.40% | −566−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 67,471 | $785.0K | 0.05% | −336−0.5% | Reduced |
| BlackRock Inc. | 80,300 | $935.0K | 0.00% | +80,300 | New |
| Joseph P. Lucia & Associates, LLC | 84,433 | $983.0K | 0.69% | +1,159+1.4% | Added |
| Bank of America Corp | 86,933 | $1.01M | 0.00% | +15,184+21.2% | Added |
| Saba Capital Management, L.P. | 88,907 | $1.03M | 0.01% | +38,907+77.8% | Added |
| LPL Financial LLC | 91,403 | $1.06M | 0.00% | +3,312+3.8% | Added |
| Wells Fargo & Company | 94,914 | $1.10M | 0.00% | +1,654+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,209 | $1.17M | 0.01% | +2,817+2.9% | Added |
| Rockefeller Capital Management L.P. | 103,664 | $1.21M | 0.01% | +10,000+10.7% | Added |
| Capital Investment Advisors, LLC | 109,082 | $1.27M | 0.04% | +14,351+15.1% | Added |
| Logan Stone Capital, LLC | 123,949 | $1.44M | 1.06% | +83,524+206.6% | Added |
| Wolverine Asset Management LLC | 139,123 | $1.62M | 0.02% | +126,615+1,012.3% | Added |
| Cohen & Steers, Inc. | 141,567 | $1.65M | 0.00% | +29,507+26.3% | Added |
| GraniteShares Advisors LLC | 179,705 | $2.09M | 1.53% | +5,180+3.0% | Added |
| Invesco Ltd. | 190,868 | $2.22M | 0.00% | −11,134−5.5% | Reduced |
| Shaker Financial Services, LLC | 193,194 | $2.25M | 1.09% | +120,376+165.3% | Added |
| Sage Rhino Capital LLC | 240,880 | $2.80M | 1.07% | −12,842−5.1% | Reduced |
| Guggenheim Capital LLC | 294,961 | $3.43M | 0.03% | +1,118+0.4% | Added |
| UBS Group AG | 465,718 | $5.42M | 0.00% | +56,862+13.9% | Added |
| Morgan Stanley | 490,043 | $5.70M | 0.00% | −373,071−43.2% | Reduced |
| Sit Investment Associates Inc | 701,190 | $8.16M | 0.25% | +84,872+13.8% | Added |
| 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 |