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Livermore
Livermore
ZHEN

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, Q4 2022

Institutional positions in KKR Income Opportunities Fund as of Dec 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
48
−5 vs. Q3 2022
Shares held
5.09M
−242.9K (−4.6%) vs. Q3 2022
Total value
$56.0M
−$4.25M (−7.1%) vs. Q3 2022
New holders
4
16 more added
Sold out
9
19 more reduced

Compare with Q3 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.

Institutional holdersQ4 2022: 48 institutions
Q1 2021: 54 institutionsQ2 2021: 47 institutionsQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 50 institutionsQ2 2022: 56 institutionsQ3 2022: 53 institutionsQ4 2022: 48 institutionsQ1 2023: 63 institutionsQ2 2023: 57 institutionsQ3 2023: 57 institutionsQ4 2023: 56 institutionsQ1 2024: 53 institutionsQ2 2024: 52 institutionsQ3 2024: 59 institutionsQ4 2024: 66 institutionsQ1 2025: 83 institutionsQ2 2025: 95 institutionsQ3 2025: 95 institutionsQ4 2025: 95 institutionsQ1 2026: 94 institutionsQ2 2026: 90 institutions
Value heldQ4 2022: $56.0M
Q1 2021: $61.6MQ2 2021: $62.9MQ3 2021: $62.1MQ4 2021: $71.4MQ1 2022: $66.3MQ2 2022: $57.0MQ3 2022: $60.3MQ4 2022: $56.0MQ1 2023: $86.9MQ2 2023: $85.9MQ3 2023: $83.7MQ4 2023: $77.8MQ1 2024: $73.8MQ2 2024: $66.9MQ3 2024: $73.9MQ4 2024: $71.3MQ1 2025: $151.5MQ2 2025: $138.5MQ3 2025: $133.0MQ4 2025: $119.3MQ1 2026: $114.7MQ2 2026: $118.4M
Institutions holding KIO and their total value by quarter
QuarterHoldersValue
Q2 202690$118.4M
Q1 202694$114.7M
Q4 202595$119.3M
Q3 202595$133.0M
Q2 202595$138.5M
Q1 202583$151.5M
Q4 202466$71.3M
Q3 202459$73.9M
Q2 202452$66.9M
Q1 202453$73.8M
Q4 202356$77.8M
Q3 202357$83.7M
Q2 202357$85.9M
Q1 202363$86.9M
Q4 202248$56.0M
Q3 202253$60.3M
Q2 202256$57.0M
Q1 202250$66.3M
Q4 202146$71.4M
Q3 202144$62.1M
Q2 202147$62.9M
Q1 202154$61.6M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q3 2022.

Institutions holding KIO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc664,549$7.32M0.21%−112,789−14.5%Reduced
Morgan Stanley496,466$5.47M0.00%+24,637+5.2%Added
UBS Group AG488,566$5.38M0.00%+64,088+15.1%Added
Guggenheim Capital LLC384,913$4.24M0.04%+43,776+12.8%Added
Sage Rhino Capital LLC305,538$3.36M1.07%+63,495+26.2%Added
Janney Montgomery Scott LLC219,803$2.42M0.01%+15,376+7.5%Added
GraniteShares Advisors LLC203,482$2.24M1.85%+25,895+14.6%Added
Invesco Ltd.195,690$2.15M0.00%−13,878−6.6%Reduced
Cohen & Steers, Inc.179,917$1.98M0.00%00.0%Unchanged
Bank of America Corp153,588$1.69M0.00%+28,450+22.7%Added
Advisors Asset Management, Inc.143,767$1.58M0.03%+84,565+142.8%Added
Envestnet Asset Management Inc132,912$1.46M0.00%−854−0.6%Reduced
Shaker Financial Services, LLC131,209$1.44M0.68%−63,496−32.6%Reduced
Capital Investment Advisors, LLC114,940$1.26M0.04%−1,781−1.5%Reduced
Park Avenue Securities LLC104,505$1.15M0.02%−576−0.5%Reduced
Rockefeller Capital Management L.P.100,500$1.11M0.01%−3,164−3.1%Reduced
Wells Fargo & Company97,175$1.07M0.00%+14,112+17.0%Added
Cambridge Investment Research Advisors, Inc.95,639$1.05M0.01%−5,385−5.3%Reduced
Joseph P. Lucia & Associates, LLC87,777$966.4K0.72%−1,677−1.9%Reduced
CNH Partners LLC84,563$931.0K0.02%+20,428+31.9%Added
LPL Financial LLC77,442$852.6K0.00%−22,610−22.6%Reduced
Highlander Capital Management, LLC65,861$725.0K0.38%+254+0.4%Added
Hennion & Walsh Asset Management, Inc.65,647$723.0K0.04%−1,026−1.5%Reduced
MML Investors Services, LLC50,041$551.0K0.00%−6,930−12.2%Reduced
Summit X, LLC46,842$545.3K0.16%−24,420−34.3%Reduced
Logan Stone Capital, LLC46,006$506.5K0.19%−55,711−54.8%Reduced
Cetera Investment Advisers35,278$388.4K0.00%+3,605+11.4%Added
Matisse Capital34,381$378.5K0.34%00.0%Unchanged
Vanguard Capital Wealth Advisors34,000$374.3K0.43%00.0%Unchanged
GWM Advisors LLC30,500$335.8K0.01%+700+2.3%Added
Advisor Group Holdings, Inc.29,086$321.0K0.00%+994+3.5%Added
Royal Bank of Canada28,799$317.0K0.00%+2,107+7.9%Added
Gator Capital Management, LLC27,196$299.4K0.22%−1,610−5.6%Reduced
Stephens Inc18,903$208.1K0.00%00.0%Unchanged
Oppenheimer & Co Inc14,050$154.7K0.00%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.13,728$151.1K0.02%00.0%Unchanged
Stifel Financial Corp13,714$151.0K0.00%−3,600−20.8%Reduced
Integrated Capital Management, Inc.13,450$148.1K0.14%−251−1.8%Reduced
1776 Wealth LLC13,144$145.0K0.10%00.0%Unchanged
SeaCrest Wealth Management, LLC12,244$134.8K0.02%+329+2.8%Added
HighTower Advisors, LLC12,089$134.0K0.00%−317−2.6%Reduced
Northwestern Mutual Wealth Management Co9,267$102.0K0.00%−33,529−78.3%Reduced
Elequin Capital LP4,842$53.3K0.02%+4,842New
CoreCap Advisors, LLC3,000$33.0K0.00%+3,000New
Marquette Asset Management, LLC1,071$11.8K0.00%+1,071New
Robinson Capital Management, LLC175$1.93K0.00%00.0%Unchanged
First Manhattan Co15$1650.00%00.0%Unchanged
IFP Advisors, Inc83––+83New
BlackRock Inc.0$00.00%−80,300−100.0%Sold out
Saba Capital Management, L.P.0$00.00%−74,368−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−53,417−100.0%Sold out
Claraphi Advisory Network, LLC0$00.00%−32,172−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−16,376−100.0%Sold out
Plotkin Financial Advisors, LLC0$00.00%−12,373−100.0%Sold out
Sigma Planning Corp0$00.00%−11,229−100.0%Sold out
Aries Wealth Management0$00.00%−10,568−100.0%Sold out
Signaturefd, LLC0$00.00%−300−100.0%Sold out