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, Q2 2024
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 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
- 52
- 0 vs. Q1 2024
- Shares held
- 4.88M
- −508.9K (−9.4%) vs. Q1 2024
- Total value
- $66.9M
- −$6.13M (−8.4%) vs. Q1 2024
- New holders
- 8
- 11 more added
- Sold out
- 8
- 21 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,166,669 | $16.0M | 0.00% | −51,983−4.3% | Reduced |
| UBS Group AG | 609,340 | $8.35M | 0.00% | −12,746−2.0% | Reduced |
| Guggenheim Capital LLC | 527,757 | $7.23M | 0.05% | +4,424+0.8% | Added |
| Advisors Asset Management, Inc. | 426,706 | $5.85M | 0.11% | −16,572−3.7% | Reduced |
| Bank of America Corp | 321,772 | $4.41M | 0.00% | −42,322−11.6% | Reduced |
| Capital Investment Advisors, LLC | 179,923 | $2.46M | 0.06% | −3,785−2.1% | Reduced |
| Invesco Ltd. | 147,723 | $2.02M | 0.00% | +3,260+2.3% | Added |
| Wells Fargo & Company | 128,231 | $1.76M | 0.00% | −1,487−1.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,377 | $1.54M | 0.01% | +8,056+7.7% | Added |
| LPL Financial LLC | 103,031 | $1.41M | 0.00% | −12,179−10.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 96,280 | $1.32M | 0.68% | +2,642+2.8% | Added |
| Summit X, LLC | 76,596 | $1.05M | 0.24% | −1,946−2.5% | Reduced |
| Simplicity Wealth,LLC | 75,082 | $1.03M | 0.02% | +75,082 | New |
| Stifel Financial Corp | 73,827 | $1.01M | 0.00% | +29,015+64.7% | Added |
| Royal Bank of Canada | 72,321 | $991.0K | 0.00% | −3,706−4.9% | Reduced |
| Virtus ETF Advisers LLC | 67,804 | $928.9K | 0.45% | +14,730+27.8% | Added |
| Rockefeller Capital Management L.P. | 59,834 | $819.7K | 0.00% | −70,000−53.9% | Reduced |
| Kovack Advisors, Inc. | 58,745 | $804.8K | 0.09% | −9,200−13.5% | Reduced |
| Bramshill Investments, LLC | 55,851 | $765.2K | 0.08% | +13,022+30.4% | Added |
| Cetera Investment Advisers | 47,243 | $647.2K | 0.00% | −18,911−28.6% | Reduced |
| Envestnet Asset Management Inc | 45,949 | $629.5K | 0.00% | −2,453−5.1% | Reduced |
| Comerica Bank | 37,930 | $519.6K | 0.00% | −189−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 35,047 | $480.1K | 0.00% | −33,637−49.0% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $479.5K | 0.32% | 00.0% | Unchanged |
| GWM Advisors LLC | 28,900 | $395.9K | 0.00% | −500−1.7% | Reduced |
| Gator Capital Management, LLC | 27,051 | $370.6K | 0.19% | −490−1.8% | Reduced |
| Wedbush Securities Inc | 25,683 | $352.0K | 0.01% | −331−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 22,458 | $307.7K | 0.04% | +129+0.6% | Added |
| Stephens Inc | 18,903 | $259.0K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 17,922 | $245.5K | 0.10% | −444−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 17,307 | $237.0K | 0.00% | +1,498+9.5% | Added |
| M Holdings Securities, Inc. | 16,236 | $222.0K | 0.03% | +16,236 | New |
| Independent Financial Group, LLC | 14,969 | $205.1K | 0.01% | +14,969 | New |
| Raymond James & Associates | 14,901 | $204.1K | 0.00% | +1,516+11.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $186.7K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $183.2K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $180.1K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $178.0K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $177.3K | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,677 | $173.7K | 0.00% | +12,677 | New |
| HighTower Advisors, LLC | 11,850 | $162.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,630 | $145.6K | 0.01% | +10,630 | New |
| CoreCap Advisors, LLC | 8,600 | $117.8K | 0.01% | +1,400+19.4% | Added |
| Baldwin Brothers Inc | 3,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,687 | $36.8K | 0.00% | −2,963−52.4% | Reduced |
| Marquette Asset Management, LLC | 1,082 | $14.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,000 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 1,000 | $13.7K | 0.01% | +1,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $5.15K | 0.00% | +376 | New |
| JPMorgan Chase & Co | 230 | $3.15K | 0.00% | −66−22.3% | Reduced |
| Assetmark, Inc | 78 | $1.07K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44 | $603 | 0.00% | +44 | New |
| Absolute Investment Advisers LLC | 0 | $0 | 0.00% | −272,446−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −86,692−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −35,127−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −20,779−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,233−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |