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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 44 | $603 | 0.00% | +44 | New |
| Assetmark, Inc | 78 | $1.07K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $3.15K | 0.00% | −66−22.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $5.15K | 0.00% | +376 | New |
| 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 |
| Marquette Asset Management, LLC | 1,082 | $14.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,687 | $36.8K | 0.00% | −2,963−52.4% | Reduced |
| Baldwin Brothers Inc | 3,000 | $41.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,600 | $117.8K | 0.01% | +1,400+19.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,630 | $145.6K | 0.01% | +10,630 | New |
| HighTower Advisors, LLC | 11,850 | $162.0K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 12,677 | $173.7K | 0.00% | +12,677 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $177.3K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $178.0K | 0.01% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $180.1K | 0.08% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $183.2K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $186.7K | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 14,901 | $204.1K | 0.00% | +1,516+11.3% | Added |
| Independent Financial Group, LLC | 14,969 | $205.1K | 0.01% | +14,969 | New |
| M Holdings Securities, Inc. | 16,236 | $222.0K | 0.03% | +16,236 | New |
| Commonwealth Equity Services, LLC | 17,307 | $237.0K | 0.00% | +1,498+9.5% | Added |
| Verity Asset Management, Inc. | 17,922 | $245.5K | 0.10% | −444−2.4% | Reduced |
| Stephens Inc | 18,903 | $259.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 22,458 | $307.7K | 0.04% | +129+0.6% | Added |
| Wedbush Securities Inc | 25,683 | $352.0K | 0.01% | −331−1.3% | Reduced |
| Gator Capital Management, LLC | 27,051 | $370.6K | 0.19% | −490−1.8% | Reduced |
| GWM Advisors LLC | 28,900 | $395.9K | 0.00% | −500−1.7% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $479.5K | 0.32% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,047 | $480.1K | 0.00% | −33,637−49.0% | Reduced |
| Comerica Bank | 37,930 | $519.6K | 0.00% | −189−0.5% | Reduced |
| Envestnet Asset Management Inc | 45,949 | $629.5K | 0.00% | −2,453−5.1% | Reduced |
| Cetera Investment Advisers | 47,243 | $647.2K | 0.00% | −18,911−28.6% | Reduced |
| Bramshill Investments, LLC | 55,851 | $765.2K | 0.08% | +13,022+30.4% | Added |
| Kovack Advisors, Inc. | 58,745 | $804.8K | 0.09% | −9,200−13.5% | Reduced |
| Rockefeller Capital Management L.P. | 59,834 | $819.7K | 0.00% | −70,000−53.9% | Reduced |
| Virtus ETF Advisers LLC | 67,804 | $928.9K | 0.45% | +14,730+27.8% | Added |
| Royal Bank of Canada | 72,321 | $991.0K | 0.00% | −3,706−4.9% | Reduced |
| Stifel Financial Corp | 73,827 | $1.01M | 0.00% | +29,015+64.7% | Added |
| Simplicity Wealth,LLC | 75,082 | $1.03M | 0.02% | +75,082 | New |
| Summit X, LLC | 76,596 | $1.05M | 0.24% | −1,946−2.5% | Reduced |
| Joseph P. Lucia & Associates, LLC | 96,280 | $1.32M | 0.68% | +2,642+2.8% | Added |
| LPL Financial LLC | 103,031 | $1.41M | 0.00% | −12,179−10.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 112,377 | $1.54M | 0.01% | +8,056+7.7% | Added |
| Wells Fargo & Company | 128,231 | $1.76M | 0.00% | −1,487−1.1% | Reduced |
| Invesco Ltd. | 147,723 | $2.02M | 0.00% | +3,260+2.3% | Added |
| Capital Investment Advisors, LLC | 179,923 | $2.46M | 0.06% | −3,785−2.1% | Reduced |
| Bank of America Corp | 321,772 | $4.41M | 0.00% | −42,322−11.6% | Reduced |
| Advisors Asset Management, Inc. | 426,706 | $5.85M | 0.11% | −16,572−3.7% | Reduced |
| Guggenheim Capital LLC | 527,757 | $7.23M | 0.05% | +4,424+0.8% | Added |
| UBS Group AG | 609,340 | $8.35M | 0.00% | −12,746−2.0% | Reduced |
| Morgan Stanley | 1,166,669 | $16.0M | 0.00% | −51,983−4.3% | Reduced |
| 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 |