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, Q1 2024
Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2024. 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
- 53
- −2 vs. Q4 2023
- Shares held
- 5.45M
- −739.2K (−11.9%) vs. Q4 2023
- Total value
- $73.8M
- −$3.99M (−5.1%) vs. Q4 2023
- New holders
- 12
- 21 more added
- Sold out
- 14
- 9 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,218,652 | $16.5M | 0.00% | +245,113+25.2% | Added |
| UBS Group AG | 622,086 | $8.42M | 0.00% | −2,893−0.5% | Reduced |
| Guggenheim Capital LLC | 523,333 | $7.09M | 0.05% | −2,266−0.4% | Reduced |
| Advisors Asset Management, Inc. | 443,278 | $6.00M | 0.12% | +65,277+17.3% | Added |
| Bank of America Corp | 364,094 | $4.93M | 0.00% | +63,424+21.1% | Added |
| Absolute Investment Advisers LLC | 272,446 | $3.69M | 0.50% | +272,446 | New |
| Capital Investment Advisors, LLC | 183,708 | $2.49M | 0.06% | +3,612+2.0% | Added |
| Invesco Ltd. | 144,463 | $1.96M | 0.00% | +11,274+8.5% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.76M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 129,718 | $1.76M | 0.00% | +13,354+11.5% | Added |
| LPL Financial LLC | 115,210 | $1.56M | 0.00% | +96+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 104,321 | $1.41M | 0.01% | +4,496+4.5% | Added |
| Joseph P. Lucia & Associates, LLC | 93,638 | $1.27M | 0.68% | +2,760+3.0% | Added |
| Quarry LP | 86,692 | $1.17M | 0.48% | −56,330−39.4% | Reduced |
| Summit X, LLC | 78,542 | $1.06M | 0.27% | −21,404−21.4% | Reduced |
| Royal Bank of Canada | 76,027 | $1.03M | 0.00% | +1,833+2.5% | Added |
| Advisor Group Holdings, Inc. | 68,684 | $929.9K | 0.00% | +25,385+58.6% | Added |
| Kovack Advisors, Inc. | 67,945 | $920.0K | 0.11% | −2,758−3.9% | Reduced |
| Cetera Investment Advisers | 66,154 | $895.7K | 0.00% | +20,062+43.5% | Added |
| Virtus ETF Advisers LLC | 53,074 | $718.6K | 0.38% | +8,842+20.0% | Added |
| Highlander Capital Management, LLC | 52,976 | $717.3K | 0.25% | −16,521−23.8% | Reduced |
| Envestnet Asset Management Inc | 48,402 | $655.4K | 0.00% | +10,887+29.0% | Added |
| Stifel Financial Corp | 44,812 | $606.8K | 0.00% | +23,957+114.9% | Added |
| Bramshill Investments, LLC | 42,829 | $579.9K | 0.07% | +42,829 | New |
| Comerica Bank | 38,119 | $516.1K | 0.00% | +99+0.3% | Added |
| Ameriprise Financial Inc | 35,127 | $498.6K | 0.00% | −11,426−24.5% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $473.9K | 0.33% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,400 | $398.1K | 0.00% | +5,200+21.5% | Added |
| Gator Capital Management, LLC | 27,541 | $372.9K | 0.20% | 00.0% | Unchanged |
| Wedbush Securities Inc | 26,014 | $352.0K | 0.01% | +6,293+31.9% | Added |
| SeaCrest Wealth Management, LLC | 22,329 | $302.3K | 0.04% | +559+2.6% | Added |
| Shaker Financial Services, LLC | 20,779 | $281.3K | 0.11% | +20,779 | New |
| Stephens Inc | 18,903 | $255.9K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 18,366 | $248.7K | 0.14% | −624−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 15,809 | $214.0K | 0.00% | +1,334+9.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $185.9K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 13,385 | $181.2K | 0.00% | +13,385 | New |
| Concurrent Investment Advisors, LLC | 13,370 | $181.0K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $178.0K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $176.0K | 0.01% | +12,996 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $175.2K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 11,850 | $161.0K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,356 | $153.8K | 0.01% | +11,356 | New |
| CoreCap Advisors, LLC | 7,200 | $97.5K | 0.01% | +7,200 | New |
| Northwestern Mutual Wealth Management Co | 5,650 | $76.5K | 0.00% | +551+10.8% | Added |
| Carolinas Wealth Consulting LLC | 5,233 | $70.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,000 | $40.6K | 0.00% | +3,000 | New |
| Future Financial Wealth Managment LLC | 1,700 | $23.0K | 0.02% | +1,700 | New |
| Marquette Asset Management, LLC | 1,082 | $14.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,000 | $13.5K | 0.00% | +1,000 | New |
| FNY Investment Advisers, LLC | 400 | $5.00K | 0.00% | +400 | New |
| JPMorgan Chase & Co | 296 | $4.01K | 0.00% | −12,577−97.7% | Reduced |
| Assetmark, Inc | 78 | $1.06K | 0.00% | +78 | New |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −639,527−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −617,415−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −105,206−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −33,264−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −20,617−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −16,236−100.0% | Sold out |
| Mission Wealth Management, LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −15,629−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,891−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,416−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −12,389−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −12,173−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Hobbs Group Advisors, LLC | – | – | – | – | Not filed |