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, Q3 2022
Institutional positions in KKR Income Opportunities Fund as of Sep 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
- 53
- −3 vs. Q2 2022
- Shares held
- 5.33M
- +422.7K (+8.6%) vs. Q2 2022
- Total value
- $60.3M
- +$3.33M (+5.8%) vs. Q2 2022
- New holders
- 6
- 25 more added
- Sold out
- 9
- 11 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 777,338 | $8.89M | 0.27% | +76,148+10.9% | Added |
| Morgan Stanley | 471,829 | $5.40M | 0.00% | −18,214−3.7% | Reduced |
| UBS Group AG | 424,478 | $4.86M | 0.00% | −41,240−8.9% | Reduced |
| Guggenheim Capital LLC | 341,137 | $3.90M | 0.04% | +46,176+15.7% | Added |
| Sage Rhino Capital LLC | 242,043 | $2.77M | 1.11% | +1,163+0.5% | Added |
| Invesco Ltd. | 209,568 | $2.40M | 0.00% | +18,700+9.8% | Added |
| Janney Montgomery Scott LLC | 204,427 | $2.34M | 0.01% | +204,427 | New |
| Shaker Financial Services, LLC | 194,705 | $2.23M | 1.10% | +1,511+0.8% | Added |
| Cohen & Steers, Inc. | 179,917 | $2.06M | 0.00% | +38,350+27.1% | Added |
| GraniteShares Advisors LLC | 177,587 | $2.03M | 1.65% | −2,118−1.2% | Reduced |
| Envestnet Asset Management Inc | 133,766 | $1.53M | 0.00% | +133,766 | New |
| Bank of America Corp | 125,138 | $1.43M | 0.00% | +38,205+43.9% | Added |
| Capital Investment Advisors, LLC | 116,721 | $1.33M | 0.05% | +7,639+7.0% | Added |
| Park Avenue Securities LLC | 105,081 | $1.20M | 0.02% | +105,081 | New |
| Rockefeller Capital Management L.P. | 103,664 | $1.19M | 0.01% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 101,717 | $1.16M | 0.77% | −22,232−17.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 101,024 | $1.16M | 0.01% | +815+0.8% | Added |
| LPL Financial LLC | 100,052 | $1.15M | 0.00% | +8,649+9.5% | Added |
| Joseph P. Lucia & Associates, LLC | 89,454 | $1.02M | 0.80% | +5,021+5.9% | Added |
| Wells Fargo & Company | 83,063 | $951.0K | 0.00% | −11,851−12.5% | Reduced |
| BlackRock Inc. | 80,300 | $919.0K | 0.00% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 74,368 | $851.0K | 0.01% | −14,539−16.4% | Reduced |
| Summit X, LLC | 71,262 | $816.0K | 0.24% | +24,419+52.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 66,673 | $763.0K | 0.05% | −798−1.2% | Reduced |
| Highlander Capital Management, LLC | 65,607 | $751.0K | 0.43% | +2,415+3.8% | Added |
| CNH Partners LLC | 64,135 | $734.0K | 0.02% | +21,262+49.6% | Added |
| MML Investors Services, LLC | 56,971 | $652.0K | 0.00% | −758−1.3% | Reduced |
| Wolverine Asset Management LLC | 53,417 | $611.0K | 0.01% | −85,706−61.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,796 | $490.0K | 0.00% | +6,958+19.4% | Added |
| Matisse Capital | 34,381 | $393.0K | 0.50% | +24,381+243.8% | Added |
| Vanguard Capital Wealth Advisors | 34,000 | $389.0K | 0.47% | +400+1.2% | Added |
| Claraphi Advisory Network, LLC | 32,172 | $368.0K | 0.20% | −24,373−43.1% | Reduced |
| Cetera Investment Advisers | 31,673 | $362.0K | 0.01% | +8,993+39.7% | Added |
| GWM Advisors LLC | 29,800 | $341.0K | 0.01% | +1,800+6.4% | Added |
| Gator Capital Management, LLC | 28,806 | $330.0K | 0.28% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 28,092 | $321.0K | 0.00% | +1,069+4.0% | Added |
| Royal Bank of Canada | 26,692 | $306.0K | 0.00% | +3,015+12.7% | Added |
| Stephens Inc | 18,903 | $216.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,314 | $198.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,376 | $187.0K | 0.02% | −16,572−50.3% | Reduced |
| Oppenheimer & Co Inc | 14,050 | $161.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $157.0K | 0.03% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 13,701 | $156.0K | 0.15% | +13,701 | New |
| 1776 Wealth LLC | 13,144 | $150.0K | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,406 | $143.0K | 0.00% | +574+4.9% | Added |
| Plotkin Financial Advisors, LLC | 12,373 | $141.5K | 0.14% | +12,373 | New |
| SeaCrest Wealth Management, LLC | 11,915 | $136.0K | 0.02% | +4,726+65.7% | Added |
| Sigma Planning Corp | 11,229 | $128.0K | 0.00% | +238+2.2% | Added |
| Aries Wealth Management | 10,568 | $117.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Robinson Capital Management, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 59,202 | – | – | +35,749+152.4% | Added |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −54,405−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −38,858−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −21,402−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −20,462−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,150−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,378−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |