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.
Q3 2023 vs. Q2 2023
How the institutions holding KKR Income Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 57 | 57 | 0 |
| Shares | 7.40M | 7.00M | −402.0K (−5.4%) |
| Value | $85.9M | $83.7M | −$2.22M (−2.6%) |
New holders (8)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Virtus ETF Advisers LLC | 61,334 | $733.6K | 0.45% |
| Westchester Capital Management, LLC | 58,020 | $693.9K | 0.02% |
| Comerica Bank | 32,547 | $389.3K | 0.00% |
| Shaker Financial Services, LLC | 30,582 | $365.8K | 0.17% |
| M Holdings Securities, Inc. | 27,026 | $323.0K | 0.04% |
| Mission Wealth Management, LP | 16,000 | $191.4K | 0.01% |
| FWL Investment Management, LLC | 4,219 | $50.5K | 0.03% |
| Elequin Capital LP | 280 | $3.35K | 0.00% |
Sold out (8)
Institutions that held KKR Income Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Sage Rhino Capital LLC | 134,803 | $1.57M |
| Park Avenue Securities LLC | 108,513 | $1.26M |
| Integrated Capital Management, Inc. | 16,503 | $191.6K |
| Oppenheimer & Co Inc | 14,733 | $171.1K |
| 1776 Wealth LLC | 13,144 | $152.6K |
| Susquehanna International Group, LLP | 10,821 | $125.6K |
| Impact Partnership Wealth, LLC | 944 | $11.0K |
| CWM, LLC | 86 | $1.00K |