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, Q4 2023
Institutional positions in KKR Income Opportunities Fund as of Dec 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
- 56
- 0 vs. Q3 2023
- Shares held
- 6.19M
- −788.8K (−11.3%) vs. Q3 2023
- Total value
- $77.8M
- −$5.65M (−6.8%) vs. Q3 2023
- New holders
- 10
- 18 more added
- Sold out
- 10
- 16 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $188 | 0.00% | 00.0% | Unchanged |
| American National Bank | 200 | $2.51K | 0.00% | +200 | New |
| Hobbs Group Advisors, LLC | 1,000 | $12.6K | 0.01% | +1,000 | New |
| Marquette Asset Management, LLC | 1,082 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,099 | $64.1K | 0.00% | +3,099+155.0% | Added |
| Carolinas Wealth Consulting LLC | 5,233 | $65.8K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,850 | $149.0K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,173 | $153.0K | 0.02% | +12,173 | New |
| Landscape Capital Management, L.L.C. | 12,389 | $155.7K | 0.01% | +12,389 | New |
| Cetera Advisor Networks LLC | 12,416 | $156.1K | 0.00% | +12,416 | New |
| JPMorgan Chase & Co | 12,873 | $161.8K | 0.00% | +11,819+1,121.3% | Added |
| Virtu Financial LLC | 12,891 | $162.0K | 0.01% | +12,891 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $162.6K | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $165.2K | 0.08% | +13,144 | New |
| Concurrent Investment Advisors, LLC | 13,370 | $168.1K | 0.01% | +13,370 | New |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $172.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,475 | $182.0K | 0.00% | +1,167+8.8% | Added |
| Aristides Capital LLC | 15,629 | $196.5K | 0.10% | +15,629 | New |
| Mission Wealth Management, LP | 16,000 | $201.1K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 16,236 | $204.0K | 0.02% | −10,790−39.9% | Reduced |
| Stephens Inc | 18,903 | $237.6K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 18,990 | $238.7K | 0.15% | −841−4.2% | Reduced |
| Wedbush Securities Inc | 19,721 | $248.0K | 0.01% | +325+1.7% | Added |
| Consolidated Portfolio Review Corp | 20,617 | $259.2K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 20,855 | $262.1K | 0.00% | +4,625+28.5% | Added |
| SeaCrest Wealth Management, LLC | 21,770 | $276.5K | 0.03% | −2,454−10.1% | Reduced |
| GWM Advisors LLC | 24,200 | $304.2K | 0.00% | +4,500+22.8% | Added |
| Gator Capital Management, LLC | 27,541 | $346.2K | 0.19% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 33,264 | $421.1K | 0.15% | +21,903+192.8% | Added |
| Vanguard Capital Wealth Advisors | 35,000 | $439.9K | 0.36% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 37,515 | $471.6K | 0.00% | +9,450+33.7% | Added |
| Comerica Bank | 38,020 | $477.9K | 0.00% | +5,473+16.8% | Added |
| Advisor Group Holdings, Inc. | 43,299 | $544.3K | 0.00% | −10,468−19.5% | Reduced |
| Virtus ETF Advisers LLC | 44,232 | $556.0K | 0.35% | −17,102−27.9% | Reduced |
| Cetera Investment Advisers | 46,092 | $579.4K | 0.00% | +5,000+12.2% | Added |
| Ameriprise Financial Inc | 46,553 | $585.2K | 0.00% | +46,553 | New |
| Highlander Capital Management, LLC | 69,497 | $873.6K | 0.31% | −3,440−4.7% | Reduced |
| Kovack Advisors, Inc. | 70,703 | $888.7K | 0.11% | +26,868+61.3% | Added |
| Royal Bank of Canada | 74,194 | $933.0K | 0.00% | −2,155−2.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 90,878 | $1.14M | 0.71% | −1,609−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,825 | $1.25M | 0.01% | +10,533+11.8% | Added |
| Summit X, LLC | 99,946 | $1.26M | 0.36% | −2,142−2.1% | Reduced |
| Westchester Capital Management, LLC | 105,206 | $1.32M | 0.05% | +47,186+81.3% | Added |
| LPL Financial LLC | 115,114 | $1.45M | 0.00% | −10,245−8.2% | Reduced |
| Wells Fargo & Company | 116,364 | $1.46M | 0.00% | −541−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 129,834 | $1.63M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 133,189 | $1.67M | 0.00% | +8,633+6.9% | Added |
| Quarry LP | 143,022 | $1.80M | 0.91% | −4,200−2.9% | Reduced |
| Capital Investment Advisors, LLC | 180,096 | $2.26M | 0.06% | +1,494+0.8% | Added |
| Bank of America Corp | 300,670 | $3.78M | 0.00% | +14,954+5.2% | Added |
| Advisors Asset Management, Inc. | 378,001 | $4.75M | 0.10% | +100,534+36.2% | Added |
| Guggenheim Capital LLC | 525,599 | $6.61M | 0.05% | +8,651+1.7% | Added |
| Clough Capital Partners L P | 617,415 | $7.76M | 0.86% | −36,400−5.6% | Reduced |
| UBS Group AG | 624,979 | $7.86M | 0.00% | −27,790−4.3% | Reduced |
| Sit Investment Associates Inc | 639,527 | $8.04M | 0.20% | −343,520−34.9% | Reduced |
| Morgan Stanley | 973,539 | $12.2M | 0.00% | −293,107−23.1% | Reduced |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −226,326−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −53,342−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −48,308−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −30,582−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −26,587−100.0% | Sold out |
| Yakira Capital Management, Inc. | 0 | $0 | 0.00% | −25,152−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −13,052−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −4,219−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |