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