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, Q1 2023
Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2023. 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
- 63
- +16 vs. Q4 2022
- Shares held
- 7.92M
- +2.84M (+55.8%) vs. Q4 2022
- Total value
- $86.9M
- +$30.9M (+55.2%) vs. Q4 2022
- New holders
- 20
- 28 more added
- Sold out
- 4
- 10 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,118,905 | $12.3M | 0.00% | +622,439+125.4% | Added |
| Sit Investment Associates Inc | 1,030,257 | $11.3M | 0.31% | +365,708+55.0% | Added |
| UBS Group AG | 756,335 | $8.30M | 0.00% | +267,769+54.8% | Added |
| Clough Capital Partners L P | 710,115 | $7.80M | 0.84% | +710,115 | New |
| Guggenheim Capital LLC | 412,149 | $4.53M | 0.04% | +27,236+7.1% | Added |
| Sage Rhino Capital LLC | 341,681 | $3.75M | 1.09% | +36,143+11.8% | Added |
| Rivernorth Capital Management, LLC | 269,648 | $2.96M | 0.14% | +269,648 | New |
| Bank of America Corp | 232,248 | $2.55M | 0.00% | +78,660+51.2% | Added |
| Vivaldi Capital Management, LLC | 227,893 | $2.50M | 0.76% | +227,893 | New |
| Invesco Ltd. | 169,974 | $1.87M | 0.00% | −25,716−13.1% | Reduced |
| Advisors Asset Management, Inc. | 164,741 | $1.81M | 0.04% | +20,974+14.6% | Added |
| Saba Capital Management, L.P. | 151,886 | $1.67M | 0.04% | +151,886 | New |
| Cohen & Steers, Inc. | 146,106 | $1.60M | 0.00% | −33,811−18.8% | Reduced |
| CNH Partners LLC | 138,270 | $1.52M | 0.05% | +53,707+63.5% | Added |
| LPL Financial LLC | 131,779 | $1.45M | 0.00% | +54,337+70.2% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.43M | 0.01% | +29,334+29.2% | Added |
| Capital Investment Advisors, LLC | 128,525 | $1.41M | 0.04% | +13,585+11.8% | Added |
| Envestnet Asset Management Inc | 125,498 | $1.38M | 0.00% | −7,414−5.6% | Reduced |
| Wells Fargo & Company | 119,624 | $1.31M | 0.00% | +22,449+23.1% | Added |
| Consolidated Portfolio Review Corp | 113,449 | $1.25M | 0.34% | +113,449 | New |
| Summit X, LLC | 106,748 | $1.17M | 0.30% | +59,906+127.9% | Added |
| Park Avenue Securities LLC | 102,169 | $1.12M | 0.02% | −2,336−2.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 93,861 | $1.03M | 0.01% | −1,778−1.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 93,842 | $1.03M | 0.72% | +6,065+6.9% | Added |
| Highlander Capital Management, LLC | 72,069 | $791.0K | 0.39% | +6,208+9.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,349 | $685.0K | 0.04% | −3,298−5.0% | Reduced |
| Logan Stone Capital, LLC | 57,902 | $635.8K | 0.25% | +11,896+25.9% | Added |
| MML Investors Services, LLC | 57,146 | $627.0K | 0.00% | +7,105+14.2% | Added |
| Quarry LP | 53,822 | $591.0K | 0.33% | +53,822 | New |
| Yakira Capital Management, Inc. | 43,315 | $475.6K | 0.12% | +43,315 | New |
| Cetera Investment Advisers | 40,389 | $443.5K | 0.00% | +5,111+14.5% | Added |
| Robinson Capital Management, LLC | 40,175 | $443.3K | 0.21% | +40,000+22,857.1% | Added |
| Royal Bank of Canada | 37,057 | $407.0K | 0.00% | +8,258+28.7% | Added |
| Vanguard Capital Wealth Advisors | 34,000 | $373.3K | 0.37% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,586 | $357.8K | 0.00% | +3,500+12.0% | Added |
| GWM Advisors LLC | 31,400 | $347.9K | 0.00% | +900+3.0% | Added |
| SeaCrest Wealth Management, LLC | 28,993 | $318.3K | 0.04% | +16,749+136.8% | Added |
| Landscape Capital Management, L.L.C. | 27,842 | $305.7K | 0.04% | +27,842 | New |
| Gator Capital Management, LLC | 27,541 | $302.4K | 0.23% | +345+1.3% | Added |
| HRT Financial LP | 24,589 | $269.0K | 0.00% | +24,589 | New |
| Stifel Financial Corp | 20,094 | $220.6K | 0.00% | +6,380+46.5% | Added |
| Stephens Inc | 18,903 | $207.6K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 16,762 | $184.0K | 0.11% | +16,762 | New |
| Barclays PLC | 14,056 | $171.9K | 0.00% | +14,056 | New |
| Janney Montgomery Scott LLC | 15,462 | $170.0K | 0.00% | −204,341−93.0% | Reduced |
| Oppenheimer & Co Inc | 14,733 | $161.8K | 0.00% | +683+4.9% | Added |
| Shaker Financial Services, LLC | 14,718 | $161.6K | 0.07% | −116,491−88.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $150.7K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $144.3K | 0.09% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $142.1K | 0.13% | +12,938 | New |
| Calton & Associates, Inc. | 12,815 | $140.7K | 0.07% | +12,815 | New |
| Integrated Capital Management, Inc. | 19,773 | $136.6K | 0.14% | +6,323+47.0% | Added |
| Kovack Advisors, Inc. | 11,951 | $131.2K | 0.02% | +11,951 | New |
| HighTower Advisors, LLC | 11,850 | $130.0K | 0.00% | −239−2.0% | Reduced |
| Raymond James & Associates | 11,165 | $122.6K | 0.00% | +11,165 | New |
| JPMorgan Chase & Co | 6,356 | $70.0K | 0.00% | +6,356 | New |
| Northwestern Mutual Wealth Management Co | 2,064 | $22.7K | 0.00% | −7,203−77.7% | Reduced |
| Ahrens Investment Partners LLC | 1,600 | $17.6K | 0.01% | +1,600 | New |
| Marquette Asset Management, LLC | 1,082 | $11.9K | 0.00% | +11+1.0% | Added |
| Ameritas Advisory Services, LLC | 771 | $8.59K | 0.00% | +771 | New |
| WealthPLAN Partners, LLC | 530 | $5.82K | 0.00% | +530 | New |
| BDO Wealth Advisors, LLC | 323 | $3.55K | 0.00% | +323 | New |
| First Manhattan Co | 15 | $164 | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −203,482−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −34,381−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |