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 4 季 13F 持有人
KKR Income Opportunities Fund 在 2025/12/31 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
- 95
- 較 2025 年第 3 季 +1 家
- 持有股數
- 1,028 萬
- 較 2025 年第 3 季 −26.9 萬 (−2.5%)
- 總市值
- $1.19 億
- 較 2025 年第 3 季 −$1,360 萬 (−10.2%)
- 新進機構
- 14
- 另有 37 家加碼
- 清倉機構
- 13
- 另有 28 家減碼
另有 1 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,976,253 | $2,290 萬 | 0.00% | +263,671+15.4% | 加碼 |
| Penserra Capital Management LLC | 1,206,826 | $1,399 萬 | 0.17% | +82,687+7.4% | 加碼 |
| Guggenheim Capital LLC | 755,814 | $876.0 萬 | 0.06% | +37,860+5.3% | 加碼 |
| UBS Group AG | 620,374 | $719.0 萬 | 0.00% | +48,255+8.4% | 加碼 |
| Wells Fargo & Company | 571,104 | $661.9 萬 | 0.00% | +40,463+7.6% | 加碼 |
| Janney Montgomery Scott LLC | 450,490 | $522.1 萬 | 0.01% | +5,128+1.2% | 加碼 |
| Bank of America Corp | 314,703 | $364.7 萬 | 0.00% | +12,186+4.0% | 加碼 |
| Shaker Financial Services, LLC | 308,129 | $357.1 萬 | 1.13% | +249,785+428.1% | 加碼 |
| Balyasny Asset Management LLC | 303,000 | $351.2 萬 | 0.01% | +303,000 | 新進 |
| Sit Investment Associates Inc | 288,038 | $333.8 萬 | 0.07% | −781,264−73.1% | 減碼 |
| Karpus Management, Inc. | 175,388 | $203.3 萬 | 0.06% | −26,532−13.1% | 減碼 |
| Logan Stone Capital, LLC | 168,195 | $194.9 萬 | 0.48% | +168,195 | 新進 |
| Rareview Capital LLC | 149,809 | $188.2 萬 | 1.22% | +99,309+196.7% | 加碼 |
| Kovack Advisors, Inc. | 157,883 | $183.0 萬 | 0.09% | +47,768+43.4% | 加碼 |
| Capital Investment Advisors, LLC | 143,053 | $165.8 萬 | 0.03% | −9,649−6.3% | 減碼 |
| Raymond James Financial Inc | 121,099 | $140.4 萬 | 0.00% | −10,837−8.2% | 減碼 |
| Royal Bank of Canada | 118,909 | $137.8 萬 | 0.00% | −408,093−77.4% | 減碼 |
| LPL Financial LLC | 118,572 | $137.4 萬 | 0.00% | −24,779−17.3% | 減碼 |
| Invesco Ltd. | 118,549 | $137.4 萬 | 0.00% | −11,858−9.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 111,870 | $129.7 萬 | 0.00% | −28,964−20.6% | 減碼 |
| Jane Street Group, LLC | 109,782 | $127.2 萬 | 0.00% | +60,153+121.2% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 105,417 | $122.2 萬 | 0.44% | −6,295−5.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 101,635 | $117.8 萬 | 0.03% | +3,187+3.2% | 加碼 |
| Cetera Investment Advisers | 91,840 | $106.4 萬 | 0.00% | +13,567+17.3% | 加碼 |
| Rivernorth Capital Management, LLC | 91,534 | $106.1 萬 | 0.05% | +91,534 | 新進 |
| Baird Financial Group, Inc. | 90,238 | $104.6 萬 | 0.00% | +41,902+86.7% | 加碼 |
| StoneX Group Inc. | 73,355 | $85.0 萬 | 0.04% | −1,944−2.6% | 減碼 |
| Wolverine Asset Management LLC | 70,942 | $82.2 萬 | 0.01% | +70,942 | 新進 |
| Landscape Capital Management, L.L.C. | 65,131 | $75.5 萬 | 0.05% | +10,692+19.6% | 加碼 |
| Rockefeller Capital Management L.P. | 63,667 | $73.8 萬 | 0.00% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 63,610 | $73.7 萬 | 0.01% | −112,636−63.9% | 減碼 |
| Virtus Investment Advisers, Inc. | 56,409 | $65.4 萬 | 0.18% | −17,122−23.3% | 減碼 |
| Robinson Capital Management, LLC | 52,154 | $60.4 萬 | 0.25% | +65+0.1% | 加碼 |
| GWM Advisors LLC | 49,514 | $57.4 萬 | 0.00% | −242−0.5% | 減碼 |
| Envestnet Asset Management Inc | 48,407 | $56.1 萬 | 0.00% | +835+1.8% | 加碼 |
| Bramshill Investments, LLC | 47,436 | $55.0 萬 | 0.03% | +310+0.7% | 加碼 |
| TrueMark Investments, LLC | 45,255 | $52.5 萬 | 0.10% | +45,255 | 新進 |
| Wedbush Securities Inc | 43,891 | $50.9 萬 | 0.01% | +8,055+22.5% | 加碼 |
| Carnegie Lake Advisors LLC | 43,624 | $50.6 萬 | 0.19% | −4,300−9.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 42,948 | $50.0 萬 | 0.00% | −553−1.3% | 減碼 |
| Comerica Bank | 39,715 | $46.0 萬 | 0.00% | +212+0.5% | 加碼 |
| Aviance Capital Partners, LLC | 39,499 | $45.8 萬 | 0.05% | +1,660+4.4% | 加碼 |
| Strategic Advocates LLC | 38,847 | $45.1 萬 | 0.12% | −7,395−16.0% | 減碼 |
| Cohen & Steers, Inc. | 37,779 | $43.8 萬 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 37,477 | $43.4 萬 | 0.01% | −2,068−5.2% | 減碼 |
| Stephens Inc | 36,668 | $42.5 萬 | 0.01% | +5,025+15.9% | 加碼 |
| Advisor Group Holdings, Inc. | 35,488 | $41.1 萬 | 0.00% | −22,204−38.5% | 減碼 |
| Uncommon Cents Investing LLC | 33,385 | $38.7 萬 | 0.09% | 00.0% | 不變 |
| CI Private Wealth, LLC | 30,841 | $35.7 萬 | 0.00% | +841+2.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 29,292 | $33.9 萬 | 0.01% | −486−1.6% | 減碼 |
| WealthTrust Axiom LLC | 22,198 | $25.7 萬 | 0.07% | −716−3.1% | 減碼 |
| Apollon Wealth Management, LLC | 19,629 | $22.7 萬 | 0.00% | +2,274+13.1% | 加碼 |
| Stifel Financial Corp | 18,103 | $21.0 萬 | 0.00% | −11,101−38.0% | 減碼 |
| Commonwealth Equity Services, LLC | 17,708 | $20.5 萬 | 0.00% | +187+1.1% | 加碼 |
| HRT Financial LP | 16,788 | $19.4 萬 | 0.00% | +16,788 | 新進 |
| SeaCrest Wealth Management, LLC | 16,378 | $19.1 萬 | 0.02% | +407+2.5% | 加碼 |
| Fortitude Advisory Group L.L.C. | 16,066 | $18.6 萬 | 0.08% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 15,938 | $18.5 萬 | 0.00% | 00.0% | 不變 |
| Virtu Financial LLC | 15,894 | $18.4 萬 | 0.01% | −244−1.5% | 減碼 |
| Rik Saylor Financial, Inc. | 15,625 | $18.1 萬 | 0.13% | +168+1.1% | 加碼 |
| Citadel Advisors LLC | 14,703 | $17.0 萬 | 0.00% | +14,703 | 新進 |
| Concurrent Investment Advisors, LLC | 14,029 | $16.3 萬 | 0.00% | +95+0.7% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $15.9 萬 | 0.02% | 00.0% | 不變 |
| XTX Topco Ltd | 13,701 | $15.9 萬 | 0.00% | +13,701 | 新進 |
| BlackRock, Inc. | 13,654 | $15.8 萬 | 0.00% | +13,654 | 新進 |
| HighTower Advisors, LLC | 12,742 | $14.8 萬 | 0.00% | −1,646−11.4% | 減碼 |
| Uhlmann Price Securities, LLC | 12,079 | $14.0 萬 | 0.08% | +364+3.1% | 加碼 |
| Herold Advisors, Inc. | 11,877 | $13.8 萬 | 0.03% | +30.0% | 加碼 |
| Gill Capital Partners, LLC | 11,310 | $13.1 萬 | 0.04% | −442−3.8% | 減碼 |
| Gator Capital Management, LLC | 11,102 | $12.9 萬 | 0.03% | −800−6.7% | 減碼 |
| Oppenheimer & Co Inc | 10,964 | $12.7 萬 | 0.00% | −817−6.9% | 減碼 |
| National Asset Management, Inc. | 10,576 | $12.3 萬 | 0.01% | +10,576 | 新進 |
| Marex Group plc | 10,102 | $11.7 萬 | 0.00% | +10,102 | 新進 |
| Anfield Capital Management, LLC | 7,911 | $9.17 萬 | 0.03% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 7,579 | $8.78 萬 | 0.00% | +7,579 | 新進 |
| AdvisorNet Financial, Inc | 6,455 | $7.48 萬 | 0.00% | +493+8.3% | 加碼 |
| Ronald Blue Trust, Inc. | 6,345 | $7.35 萬 | 0.00% | +6,285+10,475.0% | 加碼 |
| US Bancorp | 5,076 | $5.88 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,971 | $3.44 萬 | 0.00% | +1,103+59.0% | 加碼 |
| Atlantic Union Bankshares Corp | 2,407 | $2.79 萬 | 0.00% | −4,903−67.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 2,198 | $2.55 萬 | 0.00% | +314+16.7% | 加碼 |
| Global Retirement Partners, LLC | 1,546 | $1.79 萬 | 0.00% | +1,546 | 新進 |
| Sunbelt Securities, Inc. | 1,000 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Global Wealth Strategies & Associates | 903 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 775 | $8,984 | 0.00% | −247−24.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 763 | $8,843 | 0.00% | +763 | 新進 |
| CWM, LLC | 673 | $8,000 | 0.00% | +303+81.9% | 加碼 |
| Highline Wealth Partners LLC | 500 | $5,795 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 230 | $2,666 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 185 | $2,144 | 0.00% | +28+17.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 162 | $1,878 | 0.00% | 00.0% | 不變 |
| Mountain Hill Investment Partners Corp. | 153 | $1,773 | 0.00% | +5+3.4% | 加碼 |
| TSFG, LLC | 67 | $1,000 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 62 | $719 | 0.00% | 00.0% | 不變 |
| Citigroup Inc | 1 | $12 | 0.00% | 00.0% | 不變 |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −424,203−100.0% | 清倉 |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Atala Financial Inc | 0 | $0 | 0.00% | −23,270−100.0% | 清倉 |
| Davenport & Co LLC | 0 | $0 | 0.00% | −21,708−100.0% | 清倉 |
| PFG Investments, LLC | 0 | $0 | 0.00% | −16,401−100.0% | 清倉 |