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, Q2 2023
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 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
- 57
- −5 vs. Q1 2023
- Shares held
- 7.40M
- −522.2K (−6.6%) vs. Q1 2023
- Total value
- $85.9M
- −$1.01M (−1.2%) vs. Q1 2023
- New holders
- 7
- 20 more added
- Sold out
- 12
- 19 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,196,077 | $13.9M | 0.00% | +77,172+6.9% | Added |
| Sit Investment Associates Inc | 1,070,257 | $12.4M | 0.32% | +40,000+3.9% | Added |
| Clough Capital Partners L P | 762,215 | $8.85M | 0.89% | +52,100+7.3% | Added |
| UBS Group AG | 739,224 | $8.58M | 0.00% | −17,111−2.3% | Reduced |
| Guggenheim Capital LLC | 460,266 | $5.34M | 0.04% | +48,117+11.7% | Added |
| Bank of America Corp | 253,697 | $2.95M | 0.00% | +21,449+9.2% | Added |
| Vivaldi Capital Management, LLC | 231,734 | $2.69M | 0.83% | +3,841+1.7% | Added |
| Advisors Asset Management, Inc. | 162,122 | $1.88M | 0.04% | −2,619−1.6% | Reduced |
| Capital Investment Advisors, LLC | 151,432 | $1.76M | 0.05% | +22,907+17.8% | Added |
| Invesco Ltd. | 135,598 | $1.57M | 0.00% | −34,376−20.2% | Reduced |
| Sage Rhino Capital LLC | 134,803 | $1.57M | 0.44% | −206,878−60.5% | Reduced |
| Envestnet Asset Management Inc | 132,451 | $1.54M | 0.00% | +6,953+5.5% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.51M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 125,273 | $1.45M | 0.00% | −6,506−4.9% | Reduced |
| CNH Partners LLC | 124,025 | $1.44M | 0.06% | −14,245−10.3% | Reduced |
| Quarry LP | 121,822 | $1.41M | 0.92% | +68,000+126.3% | Added |
| Wells Fargo & Company | 120,357 | $1.40M | 0.00% | +733+0.6% | Added |
| Consolidated Portfolio Review Corp | 116,000 | $1.35M | 0.32% | +2,551+2.2% | Added |
| Park Avenue Securities LLC | 108,513 | $1.26M | 0.02% | +6,344+6.2% | Added |
| Summit X, LLC | 104,934 | $1.22M | 0.30% | −1,814−1.7% | Reduced |
| Joseph P. Lucia & Associates, LLC | 93,137 | $1.08M | 0.72% | −705−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,945 | $1.07M | 0.00% | −1,916−2.0% | Reduced |
| Cohen & Steers, Inc. | 77,548 | $900.0K | 0.00% | −68,558−46.9% | Reduced |
| Royal Bank of Canada | 73,002 | $848.0K | 0.00% | +35,945+97.0% | Added |
| Highlander Capital Management, LLC | 71,505 | $830.0K | 0.38% | −564−0.8% | Reduced |
| MML Investors Services, LLC | 56,582 | $657.0K | 0.00% | −564−1.0% | Reduced |
| Cetera Investment Advisers | 44,572 | $517.5K | 0.00% | +4,183+10.4% | Added |
| Yakira Capital Management, Inc. | 43,315 | $502.9K | 0.13% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,615 | $483.2K | 0.00% | +9,029+27.7% | Added |
| Robinson Capital Management, LLC | 40,233 | $468.1K | 0.21% | +58+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,712 | $415.0K | 0.02% | −26,637−42.7% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $406.4K | 0.37% | +1,000+2.9% | Added |
| GWM Advisors LLC | 31,600 | $366.9K | 0.00% | +200+0.6% | Added |
| Gator Capital Management, LLC | 27,541 | $319.8K | 0.23% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 23,872 | $277.2K | 0.03% | −5,121−17.7% | Reduced |
| Tiedemann Advisors, LLC | 20,000 | $232.2K | 0.01% | +20,000 | New |
| Stephens Inc | 18,903 | $219.5K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 18,332 | $212.8K | 0.16% | +1,570+9.4% | Added |
| Integrated Capital Management, Inc. | 16,503 | $191.6K | 0.17% | −3,270−16.5% | Reduced |
| Stifel Financial Corp | 16,361 | $190.0K | 0.00% | −3,733−18.6% | Reduced |
| Wedbush Securities Inc | 15,280 | $177.0K | 0.01% | +15,280 | New |
| Janney Montgomery Scott LLC | 15,019 | $174.0K | 0.00% | −443−2.9% | Reduced |
| Oppenheimer & Co Inc | 14,733 | $171.1K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $159.4K | 0.02% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $152.6K | 0.08% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $150.2K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,850 | $138.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,540 | $134.0K | 0.02% | −411−3.4% | Reduced |
| Susquehanna International Group, LLP | 10,821 | $125.6K | 0.00% | +10,821 | New |
| Commonwealth Equity Services, LLC | 10,266 | $119.0K | 0.00% | +10,266 | New |
| Carolinas Wealth Consulting LLC | 5,233 | $60.8K | 0.01% | +5,233 | New |
| Northwestern Mutual Wealth Management Co | 3,000 | $34.8K | 0.00% | +936+45.3% | Added |
| Marquette Asset Management, LLC | 1,082 | $12.6K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 944 | $11.0K | 0.00% | +944 | New |
| JPMorgan Chase & Co | 123 | $1.43K | 0.00% | −6,233−98.1% | Reduced |
| CWM, LLC | 86 | $1.00K | 0.00% | +86 | New |
| First Manhattan Co | 15 | $174 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −269,648−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −151,886−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −57,902−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,842−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,589−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −14,718−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −12,815−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |