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.
Q1 2024 vs. Q4 2023
How the institutions holding KKR Income Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Of which not filed for Q1 2024 | Q1 2024 | Change |
|---|---|---|---|---|
| Holders | 56 | 1 | 53 | −2 |
| Shares | 6.19M | 1.00K | 5.45M | −739.2K (−11.9%) |
| Value | $77.8M | $12.6K | $73.8M | −$3.99M (−5.1%) |
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held KKR Income Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Absolute Investment Advisers LLC | 272,446 | $3.69M | 0.50% |
| Bramshill Investments, LLC | 42,829 | $579.9K | 0.07% |
| Shaker Financial Services, LLC | 20,779 | $281.3K | 0.11% |
| Raymond James & Associates | 13,385 | $181.2K | 0.00% |
| Wetherby Asset Management Inc | 12,996 | $176.0K | 0.01% |
| PFG Investments, LLC | 11,356 | $153.8K | 0.01% |
| CoreCap Advisors, LLC | 7,200 | $97.5K | 0.01% |
| Baldwin Brothers Inc | 3,000 | $40.6K | 0.00% |
| Future Financial Wealth Managment LLC | 1,700 | $23.0K | 0.02% |
| VisionPoint Advisory Group, LLC | 1,000 | $13.5K | 0.00% |
| FNY Investment Advisers, LLC | 400 | $5.00K | 0.00% |
| Assetmark, Inc | 78 | $1.06K | 0.00% |
Sold out (14)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Sit Investment Associates Inc | 639,527 | $8.04M |
| Clough Capital Partners L P | 617,415 | $7.76M |
| Westchester Capital Management, LLC | 105,206 | $1.32M |
| Robinson Capital Management, LLC | 33,264 | $421.1K |
| Consolidated Portfolio Review Corp | 20,617 | $259.2K |
| M Holdings Securities, Inc. | 16,236 | $204.0K |
| Mission Wealth Management, LP | 16,000 | $201.1K |
| Aristides Capital LLC | 15,629 | $196.5K |
| Virtu Financial LLC | 12,891 | $162.0K |
| Cetera Advisor Networks LLC | 12,416 | $156.1K |
| Landscape Capital Management, L.L.C. | 12,389 | $155.7K |
| Atomi Financial Group, Inc. | 12,173 | $153.0K |
| American National Bank | 200 | $2.51K |
| First Manhattan Co | 15 | $188 |
Not filed for Q1 2024 yet (1)
Institutions that held KKR Income Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Hobbs Group Advisors, LLC | 1,000 | $12.6K |