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 |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $164 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 323 | $3.55K | 0.00% | +323 | New |
| WealthPLAN Partners, LLC | 530 | $5.82K | 0.00% | +530 | New |
| Ameritas Advisory Services, LLC | 771 | $8.59K | 0.00% | +771 | New |
| Marquette Asset Management, LLC | 1,082 | $11.9K | 0.00% | +11+1.0% | Added |
| Ahrens Investment Partners LLC | 1,600 | $17.6K | 0.01% | +1,600 | New |
| Northwestern Mutual Wealth Management Co | 2,064 | $22.7K | 0.00% | −7,203−77.7% | Reduced |
| JPMorgan Chase & Co | 6,356 | $70.0K | 0.00% | +6,356 | New |
| Raymond James & Associates | 11,165 | $122.6K | 0.00% | +11,165 | New |
| HighTower Advisors, LLC | 11,850 | $130.0K | 0.00% | −239−2.0% | Reduced |
| Kovack Advisors, Inc. | 11,951 | $131.2K | 0.02% | +11,951 | New |
| Integrated Capital Management, Inc. | 19,773 | $136.6K | 0.14% | +6,323+47.0% | Added |
| Calton & Associates, Inc. | 12,815 | $140.7K | 0.07% | +12,815 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $142.1K | 0.13% | +12,938 | New |
| 1776 Wealth LLC | 13,144 | $144.3K | 0.09% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $150.7K | 0.02% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 14,718 | $161.6K | 0.07% | −116,491−88.8% | Reduced |
| Oppenheimer & Co Inc | 14,733 | $161.8K | 0.00% | +683+4.9% | Added |
| Janney Montgomery Scott LLC | 15,462 | $170.0K | 0.00% | −204,341−93.0% | Reduced |
| Barclays PLC | 14,056 | $171.9K | 0.00% | +14,056 | New |
| Verity Asset Management, Inc. | 16,762 | $184.0K | 0.11% | +16,762 | New |
| Stephens Inc | 18,903 | $207.6K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,094 | $220.6K | 0.00% | +6,380+46.5% | Added |
| HRT Financial LP | 24,589 | $269.0K | 0.00% | +24,589 | New |
| Gator Capital Management, LLC | 27,541 | $302.4K | 0.23% | +345+1.3% | Added |
| Landscape Capital Management, L.L.C. | 27,842 | $305.7K | 0.04% | +27,842 | New |
| SeaCrest Wealth Management, LLC | 28,993 | $318.3K | 0.04% | +16,749+136.8% | Added |
| GWM Advisors LLC | 31,400 | $347.9K | 0.00% | +900+3.0% | Added |
| Advisor Group Holdings, Inc. | 32,586 | $357.8K | 0.00% | +3,500+12.0% | Added |
| Vanguard Capital Wealth Advisors | 34,000 | $373.3K | 0.37% | 00.0% | Unchanged |
| Royal Bank of Canada | 37,057 | $407.0K | 0.00% | +8,258+28.7% | Added |
| Robinson Capital Management, LLC | 40,175 | $443.3K | 0.21% | +40,000+22,857.1% | Added |
| Cetera Investment Advisers | 40,389 | $443.5K | 0.00% | +5,111+14.5% | Added |
| Yakira Capital Management, Inc. | 43,315 | $475.6K | 0.12% | +43,315 | New |
| Quarry LP | 53,822 | $591.0K | 0.33% | +53,822 | New |
| MML Investors Services, LLC | 57,146 | $627.0K | 0.00% | +7,105+14.2% | Added |
| Logan Stone Capital, LLC | 57,902 | $635.8K | 0.25% | +11,896+25.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 62,349 | $685.0K | 0.04% | −3,298−5.0% | Reduced |
| Highlander Capital Management, LLC | 72,069 | $791.0K | 0.39% | +6,208+9.4% | Added |
| Joseph P. Lucia & Associates, LLC | 93,842 | $1.03M | 0.72% | +6,065+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 93,861 | $1.03M | 0.01% | −1,778−1.9% | Reduced |
| Park Avenue Securities LLC | 102,169 | $1.12M | 0.02% | −2,336−2.2% | Reduced |
| Summit X, LLC | 106,748 | $1.17M | 0.30% | +59,906+127.9% | Added |
| Consolidated Portfolio Review Corp | 113,449 | $1.25M | 0.34% | +113,449 | New |
| Wells Fargo & Company | 119,624 | $1.31M | 0.00% | +22,449+23.1% | Added |
| Envestnet Asset Management Inc | 125,498 | $1.38M | 0.00% | −7,414−5.6% | Reduced |
| Capital Investment Advisors, LLC | 128,525 | $1.41M | 0.04% | +13,585+11.8% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.43M | 0.01% | +29,334+29.2% | Added |
| LPL Financial LLC | 131,779 | $1.45M | 0.00% | +54,337+70.2% | Added |
| CNH Partners LLC | 138,270 | $1.52M | 0.05% | +53,707+63.5% | Added |
| Cohen & Steers, Inc. | 146,106 | $1.60M | 0.00% | −33,811−18.8% | Reduced |
| Saba Capital Management, L.P. | 151,886 | $1.67M | 0.04% | +151,886 | New |
| Advisors Asset Management, Inc. | 164,741 | $1.81M | 0.04% | +20,974+14.6% | Added |
| Invesco Ltd. | 169,974 | $1.87M | 0.00% | −25,716−13.1% | Reduced |
| Vivaldi Capital Management, LLC | 227,893 | $2.50M | 0.76% | +227,893 | New |
| Bank of America Corp | 232,248 | $2.55M | 0.00% | +78,660+51.2% | Added |
| Rivernorth Capital Management, LLC | 269,648 | $2.96M | 0.14% | +269,648 | New |
| Sage Rhino Capital LLC | 341,681 | $3.75M | 1.09% | +36,143+11.8% | Added |
| Guggenheim Capital LLC | 412,149 | $4.53M | 0.04% | +27,236+7.1% | Added |
| Clough Capital Partners L P | 710,115 | $7.80M | 0.84% | +710,115 | New |
| UBS Group AG | 756,335 | $8.30M | 0.00% | +267,769+54.8% | Added |
| Sit Investment Associates Inc | 1,030,257 | $11.3M | 0.31% | +365,708+55.0% | Added |
| Morgan Stanley | 1,118,905 | $12.3M | 0.00% | +622,439+125.4% | Added |
| 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 |