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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$11.90 +0.02 (+0.13%)
Closing price 05/22/2025 03:58 PM Eastern
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$11.90 +0.01 (+0.04%)
As of 08:13 AM Eastern
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$83.10M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.59M
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KIO Institutional Buying and Selling by Quarter

KKR Income Opportunities Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Polar Asset Management Partners Inc.403,595$4.96M0.1%N/A0.000%
5/16/2025 NewEdge Advisors LLC45,466$559K0.0%+9.2%0.000%
5/16/2025 Advisors Asset Management Inc.297,205$3.65M0.1%-8.1%0.000%
5/16/2025 1607 Capital Partners LLC729,483$8.97M0.7%N/A0.000%
5/15/2025 Royal Bank of Canada87,365$1.07M0.0%+7.4%0.000%
5/15/2025 Baird Financial Group Inc.36,786$452K0.0%N/A0.000%
5/15/2025 Landscape Capital Management L.L.C.800,734$9.84M0.9%N/A0.000%
5/14/2025 Guggenheim Capital LLC767,963$9.44M0.1%+35.2%0.000%
5/14/2025 WealthTrust Axiom LLC26,591$327K0.1%N/A0.000%
5/14/2025 SVB Wealth LLC2,149$26K0.0%N/A0.000%
5/13/2025 SFI Advisors LLC22,419$276K0.2%N/A0.000%
5/13/2025 Cresset Asset Management LLC20,466$252K0.0%-9.7%0.000%
5/13/2025 Gator Capital Management LLC13,820$170K0.1%-29.8%0.000%
5/13/2025 Sit Investment Associates Inc.2,260,825$27.79M0.7%N/A0.000%
5/12/2025 Invesco Ltd.144,007$1.77M0.0%-6.5%0.000%
5/12/2025 Wolverine Asset Management LLC134,352$1.65M0.0%N/A0.000%
5/9/2025 Atria Wealth Solutions Inc.15,319$188K0.0%+14.7%0.000%
5/9/2025 Shaker Financial Services LLC38,342$471K0.2%N/A0.000%
5/9/2025 Gill Capital Partners LLC15,259$188K0.1%N/A0.000%
5/8/2025 Strategic Advocates LLC77,035$947K0.3%N/A0.000%
5/8/2025 US Bancorp DE5,476$67K0.0%+266.3%0.000%
5/6/2025 Cetera Investment Advisers44,523$547K0.0%+51.9%0.000%
5/6/2025 Kovack Advisors Inc.98,665$1.21M0.1%+124.0%0.000%
5/5/2025 J.W. Cole Advisors Inc.78,928$970K0.0%+29.9%0.000%
5/5/2025 Atlantic Union Bankshares Corp24,237$298K0.0%N/A0.000%
5/2/2025 Summit X LLC57,506$707K0.1%-23.1%0.000%
4/29/2025 Envestnet Asset Management Inc.40,726$501K0.0%+3.0%0.000%
4/29/2025 Penserra Capital Management LLC347,991$4.28M0.1%-9.2%0.000%
4/29/2025 Aviance Capital Partners LLC30,119$370K0.1%N/A0.000%
4/25/2025 Verity Asset Management Inc.20,196$248K0.1%+15.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC601,202$7.39M0.0%N/A0.000%
4/23/2025 Uncommon Cents Investing LLC34,234$421K0.1%N/A0.000%
4/17/2025 Fortitude Advisory Group L.L.C.12,501$143K0.1%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC43,435$534K0.0%+47.5%0.000%
4/15/2025 Noble Wealth Management PBC5,100$63K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC155,563$1.91M0.0%-5.7%0.000%
4/11/2025 SeaCrest Wealth Management LLC15,739$193K0.0%-35.2%0.000%
4/7/2025 AdvisorNet Financial Inc2,093$26K0.0%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC29,443$394K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC7,575$101K0.0%-11.9%0.000%
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2/17/2025 Cresset Asset Management LLC22,671$303K0.0%+21.5%0.000%
2/17/2025 Cetera Investment Advisers29,313$392K0.0%+76.4%0.000%
2/17/2025 Bank of America Corp DE287,895$3.85M0.0%+3.1%0.000%
2/14/2025 Comerica Bank39,272$525K0.0%+3.7%0.000%
2/14/2025 Virtus ETF Advisers LLC63,436$849K0.3%+32.0%0.000%
2/14/2025 Stifel Financial Corp182,559$2.44M0.0%+68.5%0.000%
2/13/2025 NewEdge Advisors LLC41,622$557K0.0%+4.7%0.000%
2/13/2025 Guggenheim Capital LLC567,989$7.60M0.1%+7.0%0.000%
2/13/2025 Walleye Capital LLC22,483$301K0.0%N/A0.000%
2/13/2025 Rockefeller Capital Management L.P.63,834$854K0.0%-1.5%0.000%
2/13/2025 Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/13/2025 Invesco Ltd.154,086$2.06M0.0%-2.1%0.000%
2/13/2025 Envestnet Asset Management Inc.39,533$529K0.0%+8.7%0.000%
2/13/2025 Wells Fargo & Company MN163,325$2.19M0.0%+29.9%0.000%
2/11/2025 LPL Financial LLC86,269$1.15M0.0%+6.5%0.000%
2/10/2025 Advisors Asset Management Inc.323,427$4.33M0.1%-20.9%0.000%
2/10/2025 Atala Financial Inc23,270$311K0.2%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC17,498$234K0.0%+23.6%0.000%
2/7/2025 Summit X LLC74,747$1M0.2%-2.3%0.000%
2/7/2025 HighTower Advisors LLC13,050$175K0.0%-40.5%0.000%
2/7/2025 Naviter Wealth LLC10,373$139K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.20,969$281K0.0%N/A0.000%
2/5/2025 Kovack Advisors Inc.44,045$589K0.1%-5.8%0.000%
1/31/2025 J.W. Cole Advisors Inc.60,759$813K0.0%+43.8%0.000%
1/28/2025 Stephens Inc. AR26,852$359K0.0%+3.9%0.000%
1/28/2025 Apollon Wealth Management LLC16,041$215K0.0%N/A0.000%
1/27/2025 Rik Saylor Financial Inc.15,098$202K0.2%N/A0.000%
1/27/2025 Verity Asset Management Inc.17,522$234K0.1%+16.6%0.000%
1/22/2025 Joseph P. Lucia & Associates LLC104,300$1.40M0.6%+4.9%0.000%
1/14/2025 SeaCrest Wealth Management LLC24,297$325K0.0%+3.3%0.000%
1/13/2025 Capital Investment Advisors LLC164,923$2.21M0.0%-7.5%0.000%
11/15/2024 Stifel Financial Corp108,342$1.60M0.0%+46.8%0.000%
11/15/2024 HighTower Advisors LLC21,921$324K0.0%+85.0%0.000%
11/14/2024 Plotkin Financial Advisors LLC12,938$191K0.1%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.64,834$957K0.0%+8.4%0.000%
11/12/2024 Penserra Capital Management LLC357,306$5.27M0.1%N/A0.000%
11/12/2024 M Holdings Securities Inc.14,716$217K0.1%-9.4%0.000%
11/8/2024 Advisors Asset Management Inc.408,655$6.03M0.1%-4.0%0.000%
11/6/2024 Kovack Advisors Inc.46,745$690K0.1%-20.4%0.000%
11/1/2024 Verity Asset Management Inc.15,030$222K0.1%-16.1%0.000%
10/28/2024 Stephens Inc. AR25,852$382K0.0%+36.8%0.000%
10/24/2024 J.W. Cole Advisors Inc.42,255$624K0.0%N/A0.000%
10/24/2024 PFG Investments LLC16,895$249K0.0%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.15,804$233K0.0%+48.7%0.000%
10/18/2024 Capital Investment Advisors LLC178,348$2.63M0.1%-0.9%0.000%
10/16/2024 SeaCrest Wealth Management LLC23,532$347K0.0%+4.8%0.000%
10/11/2024 Creative Planning12,326$182K0.0%N/A0.000%
8/16/2024 Northwestern Mutual Wealth Management Co.2,687$37K0.0%-52.4%0.000%
7/31/2024 Commonwealth Equity Services LLC17,307$237K0.0%+9.5%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.112,377$1.54M0.0%+7.7%0.000%
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7/24/2024 Joseph P. Lucia & Associates LLC96,280$1.32M0.7%+2.8%0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.10,630$146K0.0%N/A0.000%
7/12/2024 Capital Investment Advisors LLC179,923$2.47M0.1%-2.1%0.000%
7/10/2024 Simplicity Wealth LLC75,082$1.03M0.0%N/A0.000%
5/24/2024Cetera Advisors LLC42,374$574K0.0%N/A0.000%
5/20/2024Highlander Capital Management LLC52,976$717K0.2%-23.8%0.000%
5/14/2024 Advisors Asset Management Inc.442,350$5.99M0.1%+17.3%0.000%
5/4/2024 Joseph P. Lucia & Associates LLC93,638$1.27M0.7%+3.0%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.104,321$1.41M0.0%+4.5%0.000%
4/22/2024 PFG Investments LLC11,356$154K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

KIO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KIO shares?

During the previous two years, 84 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($27.79M), Landscape Capital Management L.L.C. ($9.84M), Guggenheim Capital LLC ($9.44M), 1607 Capital Partners LLC ($8.97M), UBS Group AG ($7.86M), Clough Capital Partners L P ($7.82M), and Allspring Global Investments Holdings LLC ($7.39M).Learn more on KIO's institutional investors.

Which institutional investors have been buying KKR Income Opportunities Fund stock?

Of the 69 institutional investors that purchased KKR Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($2.30M), Landscape Capital Management L.L.C. ($800.73K), 1607 Capital Partners LLC ($729.48K), Allspring Global Investments Holdings LLC ($601.20K), Polar Asset Management Partners Inc. ($403.60K), Penserra Capital Management LLC ($357.31K), and Guggenheim Capital LLC ($285.11K).

How much institutional buying is happening at KKR Income Opportunities Fund?

Institutional investors have bought a total of 7,320,656 shares in the last 24 months. This purchase volume represents approximately $91.62M in transactions.

Which KKR Income Opportunities Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold KKR Income Opportunities Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sage Rhino Capital LLC ($206.88K), Advisors Asset Management Inc. ($128.57K), UBS Group AG ($114.25K), Clough Capital Partners L P ($108.40K), AQR Arbitrage LLC ($97.44K), Consolidated Portfolio Review Corp ($95.38K), and Cohen & Steers Inc. ($68.56K).

How much institutional selling is happening at KKR Income Opportunities Fund?

Institutional investors have sold a total of 1,069,209 shares in the last 24 months. This volume of shares sold represents approximately $13.05M in transactions.



This page (NYSE:KIO) was last updated on 5/23/2025 by MarketBeat.com Staff
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