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 3 季 13F 持有人
KKR Income Opportunities Fund 在 2025/9/30 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
- 95
- 較 2025 年第 2 季 +1 家
- 持有股數
- 1,056 萬
- 較 2025 年第 2 季 −45.3 萬 (−4.1%)
- 總市值
- $1.33 億
- 較 2025 年第 2 季 −$528.5 萬 (−3.8%)
- 新進機構
- 11
- 另有 37 家加碼
- 清倉機構
- 10
- 另有 29 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,712,582 | $2,158 萬 | 0.00% | +194,246+12.8% | 加碼 |
| Penserra Capital Management LLC | 1,124,139 | $1,416 萬 | 0.17% | +765,563+213.5% | 加碼 |
| Sit Investment Associates Inc | 1,069,302 | $1,347 萬 | 0.27% | −694,001−39.4% | 減碼 |
| Guggenheim Capital LLC | 717,954 | $904.6 萬 | 0.07% | −3,205−0.4% | 減碼 |
| UBS Group AG | 572,119 | $720.9 萬 | 0.00% | −189,673−24.9% | 減碼 |
| Wells Fargo & Company | 530,641 | $668.6 萬 | 0.00% | +275,736+108.2% | 加碼 |
| Royal Bank of Canada | 527,002 | $664.0 萬 | 0.00% | +395,350+300.3% | 加碼 |
| Janney Montgomery Scott LLC | 445,362 | $561.2 萬 | 0.01% | +445,362 | 新進 |
| Polar Asset Management Partners Inc. | 424,203 | $534.5 萬 | 0.11% | +8,052+1.9% | 加碼 |
| Bank of America Corp | 302,517 | $381.2 萬 | 0.00% | −37,881−11.1% | 減碼 |
| Karpus Management, Inc. | 201,920 | $254.4 萬 | 0.08% | −369,481−64.7% | 減碼 |
| Advisors Asset Management, Inc. | 176,246 | $222.1 萬 | 0.04% | −105,337−37.4% | 減碼 |
| Capital Investment Advisors, LLC | 152,702 | $192.4 萬 | 0.03% | −1,518−1.0% | 減碼 |
| LPL Financial LLC | 143,351 | $180.6 萬 | 0.00% | +30,343+26.9% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 140,834 | $177.5 萬 | 0.00% | +46,053+48.6% | 加碼 |
| Raymond James Financial Inc | 131,936 | $166.2 萬 | 0.00% | +23,812+22.0% | 加碼 |
| Invesco Ltd. | 130,407 | $164.3 萬 | 0.00% | −8,248−5.9% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 111,712 | $140.8 萬 | 0.53% | +661+0.6% | 加碼 |
| Kovack Advisors, Inc. | 110,115 | $138.7 萬 | 0.13% | −1,200−1.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 98,448 | $124.0 萬 | 0.02% | +11,397+13.1% | 加碼 |
| Cetera Investment Advisers | 78,273 | $98.6 萬 | 0.00% | +26,825+52.1% | 加碼 |
| StoneX Group Inc. | 75,299 | $94.9 萬 | 0.04% | −586−0.8% | 減碼 |
| Virtus Investment Advisers, Inc. | 73,531 | $92.6 萬 | 0.27% | −95−0.1% | 減碼 |
| Rockefeller Capital Management L.P. | 63,667 | $80.2 萬 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 58,344 | $73.5 萬 | 0.25% | +10,285+21.4% | 加碼 |
| Advisor Group Holdings, Inc. | 57,692 | $72.3 萬 | 0.00% | +8,735+17.8% | 加碼 |
| Landscape Capital Management, L.L.C. | 54,439 | $68.6 萬 | 0.04% | −263,685−82.9% | 減碼 |
| Robinson Capital Management, LLC | 52,089 | $65.6 萬 | 0.47% | 00.0% | 不變 |
| Rareview Capital LLC | 50,500 | $63.4 萬 | 0.39% | −121,344−70.6% | 減碼 |
| GWM Advisors LLC | 49,756 | $62.7 萬 | 0.00% | +2,239+4.7% | 加碼 |
| Jane Street Group, LLC | 49,629 | $62.5 萬 | 0.00% | +28,979+140.3% | 加碼 |
| Baird Financial Group, Inc. | 48,336 | $60.9 萬 | 0.00% | +7,100+17.2% | 加碼 |
| Carnegie Lake Advisors LLC | 47,924 | $60.4 萬 | 0.23% | −400−0.8% | 減碼 |
| Envestnet Asset Management Inc | 47,572 | $59.9 萬 | 0.00% | +1,358+2.9% | 加碼 |
| Bramshill Investments, LLC | 47,126 | $59.4 萬 | 0.04% | −1,118−2.3% | 減碼 |
| Strategic Advocates LLC | 46,242 | $58.3 萬 | 0.15% | −36,223−43.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 43,501 | $53.9 萬 | 0.00% | +33+0.1% | 加碼 |
| SRS Capital Advisors, Inc. | 39,545 | $49.8 萬 | 0.01% | +38,945+6,490.8% | 加碼 |
| Comerica Bank | 39,503 | $49.8 萬 | 0.00% | +57+0.1% | 加碼 |
| Aviance Capital Partners, LLC | 37,839 | $47.7 萬 | 0.06% | +2,116+5.9% | 加碼 |
| Cohen & Steers, Inc. | 37,779 | $47.6 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 35,836 | $45.2 萬 | 0.01% | −1,433−3.8% | 減碼 |
| Uncommon Cents Investing LLC | 33,385 | $42.1 萬 | 0.10% | −549−1.6% | 減碼 |
| Stephens Inc | 31,643 | $39.9 萬 | 0.01% | +22+0.1% | 加碼 |
| CI Private Wealth, LLC | 30,000 | $37.8 萬 | 0.00% | −841−2.7% | 減碼 |
| Vanguard Capital Wealth Advisors | 30,000 | $37.8 萬 | 0.30% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 29,778 | $37.5 萬 | 0.01% | +5,784+24.1% | 加碼 |
| Stifel Financial Corp | 29,204 | $36.8 萬 | 0.00% | −210,936−87.8% | 減碼 |
| Atala Financial Inc | 23,270 | $29.3 萬 | 0.19% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 22,914 | $28.9 萬 | 0.08% | 00.0% | 不變 |
| Davenport & Co LLC | 21,708 | $27.4 萬 | 0.00% | +21,708 | 新進 |
| Commonwealth Equity Services, LLC | 17,521 | $22.1 萬 | 0.00% | −12,421−41.5% | 減碼 |
| Apollon Wealth Management, LLC | 17,355 | $21.9 萬 | 0.00% | +489+2.9% | 加碼 |
| PFG Investments, LLC | 16,401 | $20.7 萬 | 0.01% | +16,401 | 新進 |
| Virtu Financial LLC | 16,138 | $20.3 萬 | 0.01% | +16,138 | 新進 |
| Fortitude Advisory Group L.L.C. | 16,066 | $20.2 萬 | 0.11% | +3,565+28.5% | 加碼 |
| Cresset Asset Management, LLC | 15,938 | $20.1 萬 | 0.00% | +2,100+15.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,971 | $20.0 萬 | 0.02% | +259+1.6% | 加碼 |
| Rik Saylor Financial, Inc. | 15,457 | $19.5 萬 | 0.14% | +18+0.1% | 加碼 |
| Verity Asset Management, Inc. | 15,436 | $19.4 萬 | 0.06% | +3,499+29.3% | 加碼 |
| HighTower Advisors, LLC | 14,388 | $18.1 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 13,934 | $17.6 萬 | 0.00% | −21−0.2% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $17.3 萬 | 0.02% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 13,235 | $16.7 萬 | 0.03% | +13,235 | 新進 |
| Wetherby Asset Management Inc | 12,996 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 12,938 | $16.3 萬 | 0.08% | 00.0% | 不變 |
| Creative Planning | 12,155 | $15.3 萬 | 0.00% | +294+2.5% | 加碼 |
| 1776 Wealth LLC | 11,944 | $15.0 萬 | 0.06% | −1,200−9.1% | 減碼 |
| Gator Capital Management, LLC | 11,902 | $15.0 萬 | 0.04% | −1,918−13.9% | 減碼 |
| Herold Advisors, Inc. | 11,874 | $15.0 萬 | 0.03% | +1,369+13.0% | 加碼 |
| Oppenheimer & Co Inc | 11,781 | $14.8 萬 | 0.00% | +11,781 | 新進 |
| Gill Capital Partners, LLC | 11,752 | $14.8 萬 | 0.05% | −903−7.1% | 減碼 |
| Uhlmann Price Securities, LLC | 11,715 | $14.8 萬 | 0.09% | +329+2.9% | 加碼 |
| Anfield Capital Management, LLC | 7,911 | $9.97 萬 | 0.03% | +7,911 | 新進 |
| Atlantic Union Bankshares Corp | 7,310 | $9.21 萬 | 0.00% | −5,986−45.0% | 減碼 |
| AdvisorNet Financial, Inc | 5,962 | $7.51 萬 | 0.00% | +2,057+52.7% | 加碼 |
| US Bancorp | 5,076 | $6.40 萬 | 0.00% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 1,884 | $2.37 萬 | 0.00% | +1,884 | 新進 |
| EverSource Wealth Advisors, LLC | 1,868 | $2.35 萬 | 0.00% | +633+51.3% | 加碼 |
| Jones Financial Companies LLLP | 1,269 | $1.60 萬 | 0.00% | −41−3.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,250 | $1.57 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,022 | $1.29 萬 | 0.00% | −3,411−76.9% | 減碼 |
| Sunbelt Securities, Inc. | 1,000 | $1.26 萬 | 0.00% | +1,000 | 新進 |
| Global Wealth Strategies & Associates | 903 | $1.14 萬 | 0.00% | +903 | 新進 |
| Future Financial Wealth Managment LLC | 750 | $9,450 | 0.01% | 00.0% | 不變 |
| Highline Wealth Partners LLC | 500 | $6,300 | 0.00% | +500 | 新進 |
| CWM, LLC | 370 | $5,000 | 0.00% | +324+704.3% | 加碼 |
| JPMorgan Chase & Co | 230 | $2,898 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 162 | $2,041 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 157 | $1,978 | 0.00% | +6+4.0% | 加碼 |
| Mountain Hill Investment Partners Corp. | 148 | $1,869 | 0.00% | +4+2.8% | 加碼 |
| TSFG, LLC | 67 | $1,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 62 | $781 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 60 | $756 | 0.00% | −1,440−96.0% | 減碼 |
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −575,652−100.0% | 清倉 |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −107,639−100.0% | 清倉 |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −51,102−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −42,476−100.0% | 清倉 |
| Almitas Capital LLC | 0 | $0 | 0.00% | −20,851−100.0% | 清倉 |