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.
Q3 2024 vs. Q2 2024
How the institutions holding KKR Income Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Q3 2024 | Change |
|---|---|---|---|
| Holders | 52 | 59 | +7 |
| Shares | 4.88M | 5.01M | +128.2K (+2.6%) |
| Value | $66.9M | $73.9M | +$6.99M (+10.4%) |
New holders (11)
Institutions that held KKR Income Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 357,306 | $5.27M | 0.11% |
| Carnegie Lake Advisors LLC | 50,023 | $738.0K | 0.29% |
| J.W. Cole Advisors, Inc. | 42,255 | $623.7K | 0.03% |
| Cresset Asset Management, LLC | 18,660 | $275.4K | 0.00% |
| PFG Investments, LLC | 16,895 | $249.4K | 0.02% |
| Stratos Wealth Partners, LTD. | 13,000 | $191.9K | 0.00% |
| Creative Planning | 12,326 | $181.9K | 0.00% |
| Future Financial Wealth Managment LLC | 1,450 | $21.4K | 0.02% |
| Fifth Third Bancorp | 600 | $8.86K | 0.00% |
| CWM, LLC | 46 | $1.00K | 0.00% |
| Geneos Wealth Management Inc. | 40 | $590 | 0.00% |
Sold out (4)
Institutions that held KKR Income Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Simplicity Wealth,LLC | 75,082 | $1.03M |
| Marquette Asset Management, LLC | 1,082 | $14.8K |
| VisionPoint Advisory Group, LLC | 1,000 | $13.7K |
| Tower Research Capital LLC (TRC) | 44 | $603 |