KKR Income Opportunities Fund
KIO- 交易所
- NYSE
- SEC CIK
- 0001515940
近 90 天，KKR Income Opportunities Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 90 家機構在 13F 申報持有，市值合計 $1.18 億；沒有大師持有。
2025 年第 1 季 13F 持有人
KKR Income Opportunities Fund 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 83
- 較 2024 年第 4 季 +18 家
- 持有股數
- 1,232 萬
- 較 2024 年第 4 季 +700.5 萬 (+131.7%)
- 總市值
- $1.51 億
- 較 2024 年第 4 季 +$8,029 萬 (+112.8%)
- 新進機構
- 28
- 另有 31 家加碼
- 清倉機構
- 10
- 另有 8 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 KIO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 90 | $1.18 億 |
| 2026 年第 1 季 | 94 | $1.15 億 |
| 2025 年第 4 季 | 95 | $1.19 億 |
| 2025 年第 3 季 | 95 | $1.33 億 |
| 2025 年第 2 季 | 95 | $1.38 億 |
| 2025 年第 1 季 | 83 | $1.51 億 |
| 2024 年第 4 季 | 66 | $7,134 萬 |
| 2024 年第 3 季 | 59 | $7,391 萬 |
| 2024 年第 2 季 | 52 | $6,692 萬 |
| 2024 年第 1 季 | 53 | $7,377 萬 |
| 2023 年第 4 季 | 56 | $7,778 萬 |
| 2023 年第 3 季 | 57 | $8,367 萬 |
| 2023 年第 2 季 | 57 | $8,589 萬 |
| 2023 年第 1 季 | 63 | $8,692 萬 |
| 2022 年第 4 季 | 48 | $5,603 萬 |
| 2022 年第 3 季 | 53 | $6,029 萬 |
| 2022 年第 2 季 | 56 | $5,696 萬 |
| 2022 年第 1 季 | 50 | $6,633 萬 |
| 2021 年第 4 季 | 46 | $7,140 萬 |
| 2021 年第 3 季 | 44 | $6,207 萬 |
| 2021 年第 2 季 | 47 | $6,285 萬 |
| 2021 年第 1 季 | 54 | $6,158 萬 |
2025 年第 1 季持有機構
每家機構持有 KKR Income Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,260,825 | $2,779 萬 | 0.65% | +2,260,825 | 新進 |
| Morgan Stanley | 1,154,196 | $1,419 萬 | 0.00% | +155,173+15.5% | 加碼 |
| UBS Group AG | 895,306 | $1,100 萬 | 0.00% | +251,133+39.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 800,734 | $984.1 萬 | 0.88% | +800,734 | 新進 |
| Guggenheim Capital LLC | 767,963 | $943.8 萬 | 0.09% | +199,974+35.2% | 加碼 |
| 1607 Capital Partners, LLC | 729,483 | $896.5 萬 | 0.72% | +729,483 | 新進 |
| Karpus Management, Inc. | 676,301 | $831.2 萬 | 0.27% | +676,301 | 新進 |
| Allspring Global Investments Holdings, LLC | 601,202 | $738.9 萬 | 0.01% | +601,202 | 新進 |
| Polar Asset Management Partners Inc. | 403,595 | $496.0 萬 | 0.16% | +403,595 | 新進 |
| Penserra Capital Management LLC | 347,991 | $427.6 萬 | 0.08% | −35,123−9.2% | 減碼 |
| Bank of America Corp | 323,397 | $397.5 萬 | 0.00% | +35,502+12.3% | 加碼 |
| Advisors Asset Management, Inc. | 297,205 | $365.3 萬 | 0.07% | −27,150−8.4% | 減碼 |
| Stifel Financial Corp | 225,883 | $277.6 萬 | 0.00% | +43,324+23.7% | 加碼 |
| Wells Fargo & Company | 211,240 | $259.6 萬 | 0.00% | +47,915+29.3% | 加碼 |
| Capital Investment Advisors, LLC | 155,563 | $191.2 萬 | 0.04% | −9,360−5.7% | 減碼 |
| Invesco Ltd. | 144,007 | $177.0 萬 | 0.00% | −10,079−6.5% | 減碼 |
| Wolverine Asset Management LLC | 134,352 | $165.1 萬 | 0.03% | +134,352 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 118,474 | $145.6 萬 | 0.00% | +3,877+3.4% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 104,840 | $128.8 萬 | 0.59% | +540+0.5% | 加碼 |
| LPL Financial LLC | 101,002 | $124.1 萬 | 0.00% | +14,733+17.1% | 加碼 |
| Kovack Advisors, Inc. | 98,665 | $121.3 萬 | 0.13% | +54,620+124.0% | 加碼 |
| Raymond James Financial Inc | 91,746 | $112.8 萬 | 0.00% | +70,778+337.6% | 加碼 |
| Virtus Investment Advisers, Inc. | 91,091 | $112.0 萬 | 0.30% | +91,091 | 新進 |
| Royal Bank of Canada | 87,365 | $107.4 萬 | 0.00% | +6,007+7.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 78,928 | $97.0 萬 | 0.03% | +18,169+29.9% | 加碼 |
| Strategic Advocates LLC | 77,035 | $94.7 萬 | 0.33% | +77,035 | 新進 |
| StoneX Group Inc. | 75,648 | $93.0 萬 | 0.05% | +75,648 | 新進 |
| Rockefeller Capital Management L.P. | 68,834 | $84.6 萬 | 0.00% | +5,000+7.8% | 加碼 |
| Rivernorth Capital Management, LLC | 60,042 | $73.8 萬 | 0.04% | +60,042 | 新進 |
| Summit X, LLC | 57,506 | $70.7 萬 | 0.15% | −17,241−23.1% | 減碼 |
| Advisor Group Holdings, Inc. | 53,260 | $65.5 萬 | 0.00% | +23,566+79.4% | 加碼 |
| Carnegie Lake Advisors LLC | 50,023 | $61.5 萬 | 0.25% | 00.0% | 不變 |
| Bramshill Investments, LLC | 48,996 | $60.2 萬 | 0.06% | +67+0.1% | 加碼 |
| Robinson Capital Management, LLC | 47,039 | $57.8 萬 | 0.24% | +47,039 | 新進 |
| GWM Advisors LLC | 45,466 | $55.9 萬 | 0.00% | +3,844+9.2% | 加碼 |
| Cetera Investment Advisers | 44,523 | $54.7 萬 | 0.00% | +15,210+51.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 43,435 | $53.4 萬 | 0.00% | +13,992+47.5% | 加碼 |
| Envestnet Asset Management Inc | 40,726 | $50.1 萬 | 0.00% | +1,193+3.0% | 加碼 |
| Comerica Bank | 39,272 | $48.3 萬 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 38,342 | $47.1 萬 | 0.18% | +38,342 | 新進 |
| Baird Financial Group, Inc. | 36,786 | $45.2 萬 | 0.00% | +36,786 | 新進 |
| Vanguard Capital Wealth Advisors | 35,000 | $43.0 萬 | 0.53% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 34,234 | $42.1 萬 | 0.12% | +34,234 | 新進 |
| Marex Group plc | 31,270 | $38.4 萬 | 0.01% | +20,851+200.1% | 加碼 |
| Wedbush Securities Inc | 30,474 | $37.5 萬 | 0.01% | +339+1.1% | 加碼 |
| Aviance Capital Partners, LLC | 30,119 | $37.0 萬 | 0.05% | +30,119 | 新進 |
| Stephens Inc | 26,852 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 26,591 | $32.7 萬 | 0.10% | +26,591 | 新進 |
| Commonwealth Equity Services, LLC | 24,646 | $30.3 萬 | 0.00% | +7,148+40.9% | 加碼 |
| Atlantic Union Bankshares Corp | 24,237 | $29.8 萬 | 0.02% | +24,237 | 新進 |
| Atala Financial Inc | 23,270 | $28.6 萬 | 0.21% | 00.0% | 不變 |
| SFI Advisors, LLC | 22,419 | $27.6 萬 | 0.20% | +22,419 | 新進 |
| Cresset Asset Management, LLC | 20,466 | $25.2 萬 | 0.00% | −2,205−9.7% | 減碼 |
| Verity Asset Management, Inc. | 20,196 | $24.8 萬 | 0.10% | +2,674+15.3% | 加碼 |
| Apollon Wealth Management, LLC | 16,041 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 15,739 | $19.3 萬 | 0.02% | −8,558−35.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 15,532 | $19.1 萬 | 0.01% | +46+0.3% | 加碼 |
| Atria Wealth Solutions, Inc. | 15,319 | $18.8 萬 | 0.00% | +1,965+14.7% | 加碼 |
| Rik Saylor Financial, Inc. | 15,263 | $18.8 萬 | 0.17% | +165+1.1% | 加碼 |
| Gill Capital Partners, LLC | 15,259 | $18.8 萬 | 0.06% | +15,259 | 新進 |
| Gator Capital Management, LLC | 13,820 | $17.0 萬 | 0.06% | −5,873−29.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $16.9 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,370 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| 1776 Wealth LLC | 13,144 | $16.2 萬 | 0.07% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,050 | $16.0 萬 | 0.00% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 12,938 | $15.9 萬 | 0.10% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 12,176 | $15.0 萬 | 0.00% | +12,176 | 新進 |
| Fortitude Advisory Group L.L.C. | 12,501 | $14.3 萬 | 0.10% | +12,501 | 新進 |
| Creative Planning | 11,565 | $14.2 萬 | 0.00% | +1,196+11.5% | 加碼 |
| Uhlmann Price Securities, LLC | 11,052 | $13.6 萬 | 0.10% | +11,052 | 新進 |
| CoreCap Advisors, LLC | 9,334 | $11.5 萬 | 0.01% | +1,759+23.2% | 加碼 |
| US Bancorp | 5,476 | $6.73 萬 | 0.00% | +3,981+266.3% | 加碼 |
| Noble Wealth Management PBC | 5,100 | $6.27 萬 | 0.04% | +5,100 | 新進 |
| Boston Private Wealth LLC | 2,149 | $2.64 萬 | 0.00% | +2,149 | 新進 |
| AdvisorNet Financial, Inc | 2,093 | $2.57 萬 | 0.00% | +2,093 | 新進 |
| Future Financial Wealth Managment LLC | 750 | $9,218 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 230 | $2,827 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 200 | $2,458 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 140 | $1,720 | 0.00% | +4+2.9% | 加碼 |
| CWM, LLC | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| TSFG, LLC | 67 | $1,000 | 0.00% | +67 | 新進 |
| Assetmark, Inc | 78 | $959 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1 | $12 | 0.00% | +1 | 新進 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −63,436−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,483−100.0% | 清倉 |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −13,000−100.0% | 清倉 |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −10,373−100.0% | 清倉 |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,687−100.0% | 清倉 |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | 清倉 |
| Transce3nd, LLC | 0 | $0 | 0.00% | −628−100.0% | 清倉 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −376−100.0% | 清倉 |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −752−100.0% | 清倉 |
| Wetherby Asset Management Inc | – | – | – | – | 本季未申報 |