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.
Q4 2023 vs. Q3 2023
How the institutions holding KKR Income Opportunities Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 57 | 1 | 56 | 0 |
| Shares | 7.00M | 20.0K | 6.19M | −788.8K (−11.3%) |
| Value | $83.7M | $239.2K | $77.8M | −$5.65M (−6.8%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Ameriprise Financial Inc | 46,553 | $585.2K | 0.00% |
| Aristides Capital LLC | 15,629 | $196.5K | 0.10% |
| Concurrent Investment Advisors, LLC | 13,370 | $168.1K | 0.01% |
| 1776 Wealth LLC | 13,144 | $165.2K | 0.08% |
| Virtu Financial LLC | 12,891 | $162.0K | 0.01% |
| Cetera Advisor Networks LLC | 12,416 | $156.1K | 0.00% |
| Landscape Capital Management, L.L.C. | 12,389 | $155.7K | 0.01% |
| Atomi Financial Group, Inc. | 12,173 | $153.0K | 0.02% |
| Hobbs Group Advisors, LLC | 1,000 | $12.6K | 0.01% |
| American National Bank | 200 | $2.51K | 0.00% |
Sold out (10)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Vivaldi Capital Management, LLC | 226,326 | $2.71M |
| Cohen & Steers, Inc. | 53,342 | $638.0K |
| MML Investors Services, LLC | 48,308 | $578.0K |
| Shaker Financial Services, LLC | 30,582 | $365.8K |
| CNH Partners LLC | 26,587 | $318.0K |
| Yakira Capital Management, Inc. | 25,152 | $300.8K |
| Hennion & Walsh Asset Management, Inc. | 20,150 | $241.0K |
| Janney Montgomery Scott LLC | 13,052 | $156.0K |
| FWL Investment Management, LLC | 4,219 | $50.5K |
| Elequin Capital LP | 280 | $3.35K |
Not filed for Q4 2023 yet (1)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Tiedemann Advisors, LLC | 20,000 | $239.2K |