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, Q3 2023
Institutional positions in KKR Income Opportunities Fund as of Sep 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
- 0 vs. Q2 2023
- Shares held
- 7.00M
- −402.0K (−5.4%) vs. Q2 2023
- Total value
- $83.7M
- −$2.22M (−2.6%) vs. Q2 2023
- New holders
- 8
- 16 more added
- Sold out
- 8
- 22 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $179 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 280 | $3.35K | 0.00% | +280 | New |
| JPMorgan Chase & Co | 1,054 | $12.6K | 0.00% | +931+756.9% | Added |
| Marquette Asset Management, LLC | 1,082 | $12.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,000 | $23.9K | 0.00% | −1,000−33.3% | Reduced |
| FWL Investment Management, LLC | 4,219 | $50.5K | 0.03% | +4,219 | New |
| Carolinas Wealth Consulting LLC | 5,233 | $59.4K | 0.01% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 11,361 | $133.9K | 0.06% | −28,872−71.8% | Reduced |
| HighTower Advisors, LLC | 11,850 | $142.0K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $154.7K | 0.14% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,052 | $156.0K | 0.00% | −1,967−13.1% | Reduced |
| Commonwealth Equity Services, LLC | 13,308 | $159.0K | 0.00% | +3,042+29.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $162.0K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,000 | $191.4K | 0.01% | +16,000 | New |
| Stifel Financial Corp | 16,230 | $194.1K | 0.00% | −131−0.8% | Reduced |
| Stephens Inc | 18,903 | $226.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 19,396 | $232.0K | 0.01% | +4,116+26.9% | Added |
| GWM Advisors LLC | 19,700 | $235.6K | 0.00% | −11,900−37.7% | Reduced |
| Verity Asset Management, Inc. | 19,831 | $237.2K | 0.18% | +1,499+8.2% | Added |
| Tiedemann Advisors, LLC | 20,000 | $239.2K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 20,150 | $241.0K | 0.02% | −15,562−43.6% | Reduced |
| Consolidated Portfolio Review Corp | 20,617 | $246.6K | 0.06% | −95,383−82.2% | Reduced |
| SeaCrest Wealth Management, LLC | 24,224 | $289.7K | 0.04% | +352+1.5% | Added |
| Yakira Capital Management, Inc. | 25,152 | $300.8K | 0.08% | −18,163−41.9% | Reduced |
| CNH Partners LLC | 26,587 | $318.0K | 0.01% | −97,438−78.6% | Reduced |
| M Holdings Securities, Inc. | 27,026 | $323.0K | 0.04% | +27,026 | New |
| Gator Capital Management, LLC | 27,541 | $329.4K | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 28,065 | $335.7K | 0.00% | −104,386−78.8% | Reduced |
| Shaker Financial Services, LLC | 30,582 | $365.8K | 0.17% | +30,582 | New |
| Comerica Bank | 32,547 | $389.3K | 0.00% | +32,547 | New |
| Vanguard Capital Wealth Advisors | 35,000 | $418.6K | 0.39% | 00.0% | Unchanged |
| Cetera Investment Advisers | 41,092 | $491.5K | 0.00% | −3,480−7.8% | Reduced |
| Kovack Advisors, Inc. | 43,835 | $524.3K | 0.07% | +32,295+279.9% | Added |
| MML Investors Services, LLC | 48,308 | $578.0K | 0.00% | −8,274−14.6% | Reduced |
| Cohen & Steers, Inc. | 53,342 | $638.0K | 0.00% | −24,206−31.2% | Reduced |
| Advisor Group Holdings, Inc. | 53,767 | $643.1K | 0.00% | +12,152+29.2% | Added |
| Westchester Capital Management, LLC | 58,020 | $693.9K | 0.02% | +58,020 | New |
| Virtus ETF Advisers LLC | 61,334 | $733.6K | 0.45% | +61,334 | New |
| Highlander Capital Management, LLC | 72,937 | $872.0K | 0.34% | +1,432+2.0% | Added |
| Royal Bank of Canada | 76,349 | $913.0K | 0.00% | +3,347+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 89,292 | $1.07M | 0.00% | −2,653−2.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 92,487 | $1.11M | 0.77% | −650−0.7% | Reduced |
| Summit X, LLC | 102,088 | $1.22M | 0.39% | −2,846−2.7% | Reduced |
| Wells Fargo & Company | 116,905 | $1.40M | 0.00% | −3,452−2.9% | Reduced |
| Invesco Ltd. | 124,556 | $1.49M | 0.00% | −11,042−8.1% | Reduced |
| LPL Financial LLC | 125,359 | $1.50M | 0.00% | +86+0.1% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.55M | 0.01% | 00.0% | Unchanged |
| Quarry LP | 147,222 | $1.76M | 1.14% | +25,400+20.9% | Added |
| Capital Investment Advisors, LLC | 178,602 | $2.14M | 0.06% | +27,170+17.9% | Added |
| Vivaldi Capital Management, LLC | 226,326 | $2.71M | 0.89% | −5,408−2.3% | Reduced |
| Advisors Asset Management, Inc. | 277,467 | $3.32M | 0.07% | +115,345+71.1% | Added |
| Bank of America Corp | 285,716 | $3.42M | 0.00% | +32,019+12.6% | Added |
| Guggenheim Capital LLC | 516,948 | $6.18M | 0.05% | +56,682+12.3% | Added |
| UBS Group AG | 652,769 | $7.81M | 0.00% | −86,455−11.7% | Reduced |
| Clough Capital Partners L P | 653,815 | $7.82M | 0.84% | −108,400−14.2% | Reduced |
| Sit Investment Associates Inc | 983,047 | $11.8M | 0.32% | −87,210−8.1% | Reduced |
| Morgan Stanley | 1,266,646 | $15.1M | 0.00% | +70,569+5.9% | Added |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −134,803−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −108,513−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −14,733−100.0% | Sold out |
| 1776 Wealth LLC | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,821−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |