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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 78 | $1.06K | 0.00% | +78 | New |
| JPMorgan Chase & Co | 296 | $4.01K | 0.00% | −12,577−97.7% | Reduced |
| FNY Investment Advisers, LLC | 400 | $5.00K | 0.00% | +400 | New |
| VisionPoint Advisory Group, LLC | 1,000 | $13.5K | 0.00% | +1,000 | New |
| Marquette Asset Management, LLC | 1,082 | $14.6K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,700 | $23.0K | 0.02% | +1,700 | New |
| Baldwin Brothers Inc | 3,000 | $40.6K | 0.00% | +3,000 | New |
| Carolinas Wealth Consulting LLC | 5,233 | $70.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,650 | $76.5K | 0.00% | +551+10.8% | Added |
| CoreCap Advisors, LLC | 7,200 | $97.5K | 0.01% | +7,200 | New |
| PFG Investments, LLC | 11,356 | $153.8K | 0.01% | +11,356 | New |
| HighTower Advisors, LLC | 11,850 | $161.0K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $175.2K | 0.12% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $176.0K | 0.01% | +12,996 | New |
| 1776 Wealth LLC | 13,144 | $178.0K | 0.09% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $181.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 13,385 | $181.2K | 0.00% | +13,385 | New |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $185.9K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 15,809 | $214.0K | 0.00% | +1,334+9.2% | Added |
| Verity Asset Management, Inc. | 18,366 | $248.7K | 0.14% | −624−3.3% | Reduced |
| Stephens Inc | 18,903 | $255.9K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 20,779 | $281.3K | 0.11% | +20,779 | New |
| SeaCrest Wealth Management, LLC | 22,329 | $302.3K | 0.04% | +559+2.6% | Added |
| Wedbush Securities Inc | 26,014 | $352.0K | 0.01% | +6,293+31.9% | Added |
| Gator Capital Management, LLC | 27,541 | $372.9K | 0.20% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,400 | $398.1K | 0.00% | +5,200+21.5% | Added |
| Vanguard Capital Wealth Advisors | 35,000 | $473.9K | 0.33% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 35,127 | $498.6K | 0.00% | −11,426−24.5% | Reduced |
| Comerica Bank | 38,119 | $516.1K | 0.00% | +99+0.3% | Added |
| Bramshill Investments, LLC | 42,829 | $579.9K | 0.07% | +42,829 | New |
| Stifel Financial Corp | 44,812 | $606.8K | 0.00% | +23,957+114.9% | Added |
| Envestnet Asset Management Inc | 48,402 | $655.4K | 0.00% | +10,887+29.0% | Added |
| Highlander Capital Management, LLC | 52,976 | $717.3K | 0.25% | −16,521−23.8% | Reduced |
| Virtus ETF Advisers LLC | 53,074 | $718.6K | 0.38% | +8,842+20.0% | Added |
| Cetera Investment Advisers | 66,154 | $895.7K | 0.00% | +20,062+43.5% | Added |
| Kovack Advisors, Inc. | 67,945 | $920.0K | 0.11% | −2,758−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 68,684 | $929.9K | 0.00% | +25,385+58.6% | Added |
| Royal Bank of Canada | 76,027 | $1.03M | 0.00% | +1,833+2.5% | Added |
| Summit X, LLC | 78,542 | $1.06M | 0.27% | −21,404−21.4% | Reduced |
| Quarry LP | 86,692 | $1.17M | 0.48% | −56,330−39.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 93,638 | $1.27M | 0.68% | +2,760+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 104,321 | $1.41M | 0.01% | +4,496+4.5% | Added |
| LPL Financial LLC | 115,210 | $1.56M | 0.00% | +96+0.1% | Added |
| Wells Fargo & Company | 129,718 | $1.76M | 0.00% | +13,354+11.5% | Added |
| Rockefeller Capital Management L.P. | 129,834 | $1.76M | 0.01% | 00.0% | Unchanged |
| Invesco Ltd. | 144,463 | $1.96M | 0.00% | +11,274+8.5% | Added |
| Capital Investment Advisors, LLC | 183,708 | $2.49M | 0.06% | +3,612+2.0% | Added |
| Absolute Investment Advisers LLC | 272,446 | $3.69M | 0.50% | +272,446 | New |
| Bank of America Corp | 364,094 | $4.93M | 0.00% | +63,424+21.1% | Added |
| Advisors Asset Management, Inc. | 443,278 | $6.00M | 0.12% | +65,277+17.3% | Added |
| Guggenheim Capital LLC | 523,333 | $7.09M | 0.05% | −2,266−0.4% | Reduced |
| UBS Group AG | 622,086 | $8.42M | 0.00% | −2,893−0.5% | Reduced |
| Morgan Stanley | 1,218,652 | $16.5M | 0.00% | +245,113+25.2% | Added |
| 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 |