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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$9.98 -0.07 (-0.65%)
Closing price 03:59 PM Eastern
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$9.98 0.00 (0.00%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$34.79M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$25.57M
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Skip Chart & View Institutional Buying and Selling Data

KIO Institutional Buying and Selling by Quarter

KKR Income Opportunities Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026NewEdge Advisors LLC47,370$533K0.0%-2.3%0.000%
9/9/2026Baird Financial Group Inc.79,150$891K0.0%-4.8%0.000%
8/27/2026Corient Private Wealth LP12,206$137K0.0%-60.4%0.000%
8/22/2026Rareview Capital LLC198,863$2.24M1.1%+10.1%0.000%
8/20/2026Wedbush Securities Inc.61,574$693K0.0%+42.9%0.000%
8/18/2026Equitable Holdings Inc.28,615$322K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP12,206$137K0.0%N/A0.000%
8/17/2026Plotkin Financial Advisors LLC12,938$146K0.1%N/A0.000%
8/17/2026Bank of America Corp DE348,013$3.92M0.0%N/A0.000%
8/13/2026Sanctuary Advisors LLC22,813$257K0.0%N/A0.000%
8/7/2026BlackRock Inc.13,654$154K0.0%N/A0.000%
8/7/2026Joseph P. Lucia & Associates LLC100,022$1.13M0.3%N/A0.000%
8/6/2026Global Retirement Partners LLC3,769$42K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.13,992$158K0.0%-49.7%0.000%
7/7/2026CoreCap Advisors LLC10,520$118K0.0%+2,491.1%0.000%
6/3/2026NewEdge Advisors LLC48,470$533K0.0%-2.1%0.000%
5/19/2026Bank of America Corp DE341,918$3.76M0.0%+8.6%0.000%
5/18/2026Royal Bank of Canada76,943$846K0.0%-35.3%0.000%
5/13/2026Cetera Investment Advisers96,405$1.06M0.0%+5.0%0.000%
5/6/2026Allspring Global Investments Holdings LLC10,162$112K0.0%N/A0.000%
5/1/2026Fifth Third Bancorp39,792$438K0.0%N/A0.000%
4/28/2026Rareview Capital LLC180,612$1.99M1.2%+20.6%0.000%
4/27/2026PFG Investments LLC44,264$487K0.0%N/A0.000%
4/22/2026Janney Montgomery Scott LLC469,778$5.17M0.0%+4.3%0.000%
4/17/2026AdvisorNet Financial Inc5,372$59K0.0%-16.8%0.000%
2/25/2026Sit Investment Associates Inc.288,038$3.34M0.1%-73.1%0.000%
2/19/2026Invesco Ltd.118,549$1.37M0.0%-9.1%0.000%
2/18/2026XTX Topco Ltd13,701$159K0.0%N/A0.000%
2/18/2026Virtus Investment Advisers LLC56,409$654K0.2%-23.3%0.000%
2/18/2026Rivernorth Capital Management LLC91,534$1.06M0.1%N/A0.000%
2/18/2026Balyasny Asset Management L.P.303,000$3.51M0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC755,814$8.76M0.1%+5.3%0.000%
2/17/2026Cetera Investment Advisers91,840$1.06M0.0%+17.3%0.000%
2/17/2026Kovack Advisors Inc.157,883$1.83M0.1%+43.4%0.000%
2/17/2026Osaic Holdings Inc.35,488$411K0.0%-38.5%0.000%
2/17/2026Royal Bank of Canada118,909$1.38M0.0%-77.4%0.000%
2/16/2026Landscape Capital Management L.L.C.65,131$755K0.1%+19.6%0.000%
2/16/2026Arax Advisory Partners37,477$434K0.0%-5.2%0.000%
2/13/2026Kestra Advisory Services LLC7,579$88K0.0%N/A0.000%
2/13/2026Stifel Financial Corp18,103$210K0.0%-38.0%0.000%
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2/13/2026Wells Fargo & Company MN571,104$6.62M0.0%+7.6%0.000%
2/12/2026Advisors Asset Management Inc.63,610$737K0.0%-63.9%0.000%
2/12/2026Jane Street Group LLC109,782$1.27M0.0%+121.2%0.000%
2/12/2026HRT Financial LP16,788$194K0.0%N/A0.000%
2/12/2026StoneX Group Inc.73,355$850K0.0%-2.6%0.000%
2/12/2026Marex Group plc10,102$117K0.0%N/A0.000%
2/12/2026Wedbush Securities Inc.43,891$509K0.0%+22.5%0.000%
2/12/2026Kovack Advisors Inc.157,883$1.83M0.1%+43.4%0.000%
2/11/2026Janney Montgomery Scott LLC450,490$5.22M0.0%+1.2%0.000%
2/11/2026Strategic Advocates LLC38,847$451K0.1%-16.0%0.000%
2/11/2026LPL Financial LLC118,572$1.37M0.0%-17.3%0.000%
2/11/2026J.W. Cole Advisors Inc.101,635$1.18M0.0%+3.2%0.000%
2/10/2026Carnegie Lake Advisors LLC43,624$506K0.2%-9.0%0.000%
2/6/2026EverSource Wealth Advisors LLC2,971$34K0.0%+59.0%0.000%
2/6/2026Aviance Capital Partners LLC39,499$458K0.1%+4.4%0.000%
2/6/2026HighTower Advisors LLC12,742$148K0.0%-11.4%0.000%
2/5/2026Stephens Inc. AR36,668$425K0.0%+15.9%0.000%
2/4/2026Atlantic Union Bankshares Corp2,407$28K0.0%-67.1%0.000%
2/2/2026Wolverine Asset Management LLC70,942$822K0.0%N/A0.000%
1/29/2026Rareview Capital LLC149,809$1.88M1.2%+196.7%0.000%
1/29/2026UBS Group AG620,374$7.19M0.0%+8.4%0.000%
1/28/2026Joseph P. Lucia & Associates LLC105,417$1.22M0.4%-5.6%0.000%
1/26/2026Shaker Financial Services LLC308,129$3.57M1.1%+428.1%0.000%
1/22/2026Apollon Wealth Management LLC19,629$227K0.0%+13.1%0.000%
1/16/2026Blue Trust Inc.6,345$74K0.0%+10,475.0%0.000%
1/14/2026TrueMark Investments LLC45,255$525K0.1%N/A0.000%
1/13/2026Capital Investment Advisors LLC143,053$1.66M0.0%-6.3%0.000%
12/1/2025Polar Asset Management Partners Inc.424,203$5.35M0.1%+1.9%0.000%
11/26/2025Strategic Advocates LLC46,242$583K0.2%-43.9%0.000%
11/17/2025NewEdge Advisors LLC49,756$627K0.0%+4.7%0.000%
11/17/2025Verity Asset Management Inc.15,436$194K0.1%+29.3%0.000%
11/17/2025Bank of America Corp DE302,517$3.81M0.0%-11.1%0.000%
11/14/2025Polar Asset Management Partners Inc.424,203$5.35M0.1%+1.9%0.000%
11/14/2025Raymond James Financial Inc.131,936$1.66M0.0%+22.0%0.000%
11/14/2025Virtu Financial LLC16,138$203K0.0%N/A0.000%
11/13/2025Landscape Capital Management L.L.C.54,439$686K0.0%-82.9%0.000%
11/13/2025Gator Capital Management LLC11,902$150K0.0%-13.9%0.000%
11/13/2025UBS Group AG572,119$7.21M0.0%-24.9%0.000%
11/12/2025Cresset Asset Management LLC15,938$201K0.0%+15.2%0.000%
11/12/2025Anfield Capital Management LLC7,911$100K0.0%N/A0.000%
11/10/2025Kovack Advisors Inc.110,115$1.39M0.1%-1.1%0.000%
11/6/20251776 Wealth LLC11,944$150K0.1%-9.1%0.000%
11/6/2025Wedbush Securities Inc.35,836$452K0.0%-3.8%0.000%
11/6/2025Advisors Asset Management Inc.176,246$2.22M0.0%-37.4%0.000%
11/6/2025Oppenheimer & Co. Inc.11,781$148K0.0%N/A0.000%
11/5/2025Fortitude Advisory Group L.L.C.16,066$202K0.1%+28.5%0.000%
11/5/2025J.W. Cole Advisors Inc.98,448$1.24M0.0%+13.1%0.000%
11/5/2025Envestnet Asset Management Inc.47,572$599K0.0%+2.9%0.000%
11/4/2025Penserra Capital Management LLC1,124,139$14.16M0.2%+213.5%0.000%
11/4/2025Atlantic Union Bankshares Corp7,310$92K0.0%-45.0%0.000%
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10/31/2025PFG Investments LLC16,401$207K0.0%N/A0.000%
10/29/2025Aviance Capital Partners LLC37,839$477K0.1%+5.9%0.000%
10/27/2025Gill Capital Partners LLC11,752$148K0.0%-7.1%0.000%
10/23/2025Capital Investment Advisors LLC152,702$1.92M0.0%-1.0%0.000%
10/22/2025Shaker Financial Services LLC58,344$735K0.3%+21.4%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.29,778$375K0.0%+24.1%0.000%
10/15/2025Gilman Hill Asset Management LLC13,235$167K0.0%N/A0.000%
10/15/2025DAVENPORT & Co LLC21,708$274K0.0%N/A0.000%
10/9/2025AdvisorNet Financial Inc5,962$75K0.0%+52.7%0.000%
9/26/2025Corient Private Wealth LLC30,841$387K0.0%N/A0.000%


KIO Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($14.16M), 1607 Capital Partners LLC ($8.97M), Guggenheim Capital LLC ($8.76M), UBS Group AG ($7.19M), Karpus Management Inc. ($7.18M), Wells Fargo & Company MN ($6.62M), and Polar Asset Management Partners Inc. ($5.35M).Learn more on KKR Income Opportunities Fund's institutional investors.

Of the 80 institutional investors that purchased KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($2.26M), Penserra Capital Management LLC ($1.13M), Landscape Capital Management L.L.C. ($811.43K), 1607 Capital Partners LLC ($729.48K), Allspring Global Investments Holdings LLC ($611.36K), Polar Asset Management Partners Inc. ($419.70K), and Bank of America Corp DE ($400.77K).

Institutional investors have bought a total of 2,947,189 shares in the last 24 months. This purchase volume represents approximately $34.79M in transactions.

Of the 29 institutional investors that sold KKR Income Opportunities Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($781.26K), Royal Bank of Canada ($450.06K), Landscape Capital Management L.L.C. ($263.69K), Advisors Asset Management Inc. ($217.97K), UBS Group AG ($189.67K), Strategic Advocates LLC ($43.62K), and Bank of America Corp DE ($37.88K).

Institutional investors have sold a total of 2,155,884 shares in the last 24 months. This volume of shares sold represents approximately $25.57M in transactions.


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Institutional ownership data for NYSE:KIO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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