KKR Income OpportunitiesKIO
13F holders, Q1 2024 (March 31)53holders
$13.54avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings. The largest holders were Morgan Stanley ($16.5M), UBS Group AG ($8.4M) and Guggenheim Capital LLC ($7.1M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.2M |
| Exits | 13 | $18.9M |
Ownership 53 holders
| Morgan Stanley | 0.00% | Add +25.2% | 1,218,652 | $16.5M |
| UBS Group AG | 0.00% | Reduce -0.5% | 622,086 | $8.4M |
| Guggenheim Capital LLC | 0.05% | Reduce -0.4% | 523,333 | $7.1M |
| Advisors Asset Management, Inc. | 0.12% | Add +17.3% | 443,278 | $6.0M |
| Bank of America Corp. | 0.00% | Add +21.1% | 364,094 | $4.9M |
| Absolute Investment Advisers, LLC | 0.50% | New | 272,446 | $3.7M |
| Capital Investment Advisors, LLC | 0.06% | Add +2.0% | 183,708 | $2.5M |
| Invesco Ltd. | 0.00% | Add +8.5% | 144,463 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | No change | 129,834 | $1.8M |
| Wells Fargo & Company | 0.00% | Add +11.5% | 129,718 | $1.8M |
| LPL Financial LLC | 0.00% | Add +0.1% | 115,210 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +4.5% | 104,321 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.68% | Add +3.0% | 93,638 | $1.3M |
| Quarry LP | 0.50% | Reduce -39.4% | 86,692 | $1.2M |
| Summit X, LLC | 0.27% | Reduce -21.4% | 78,542 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 76,027 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +58.6% | 68,684 | $930K |
| Kovack Advisors, Inc. | 0.11% | Reduce -3.9% | 67,945 | $920K |
| Cetera Investment Advisers | 0.00% | Add +43.5% | 66,154 | $896K |
| Virtus Advisers, LLC | 0.38% | Add +20.0% | 53,074 | $719K |
| Highlander Capital Management, LLC | 0.28% | Reduce -23.8% | 52,976 | $717K |
| Envestnet Asset Management Inc. | 0.00% | Add +29.0% | 48,402 | $655K |
| Stifel Financial Corp. | 0.00% | Add +114.9% | 44,812 | $607K |
| Bramshill Investments, LLC | 0.07% | New | 42,829 | $580K |
| Comerica Bank | 0.00% | Add +0.3% | 38,119 | $516K |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.5% | 35,127 | $499K |
| Vanguard Capital Wealth Advisors | 0.33% | No change | 35,000 | $474K |
| NewEdge Advisors, LLC | 0.00% | Add +21.5% | 29,400 | $398K |
| Gator Capital Management, LLC | 0.19% | No change | 27,541 | $373K |
| Wedbush Securities Inc. | 0.01% | Add +31.9% | 26,014 | $352K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +2.6% | 22,329 | $302K |
| Shaker Financial Services, LLC | 0.11% | New | 20,779 | $281K |
| Stephens Inc. | 0.00% | No change | 18,903 | $256K |
| Verity Asset Management, Inc. | 0.14% | Reduce -3.3% | 18,366 | $249K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 15,809 | $214K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $186K |
| Raymond James & Associates | 0.00% | New | 13,385 | $181K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 13,370 | $181K |
| 1776 Wealth LLC | 0.08% | No change | 13,144 | $178K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 12,996 | $176K |
| Plotkin Financial Advisors, LLC | 0.12% | No change | 12,938 | $175K |
| HighTower Advisors, LLC | 0.00% | No change | 11,850 | $161K |
| PFG Investments, LLC | 0.01% | New | 11,356 | $154K |
| CoreCap Advisors, LLC | 0.01% | New | 7,200 | $97K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.8% | 5,650 | $77K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 5,233 | $71K |
| Baldwin Wealth Partners LLC | 0.00% | New | 3,000 | $41K |
| Future Financial Wealth Managment LLC | 0.02% | New | 1,700 | $23K |
| Marquette Asset Management, LLC | 0.00% | No change | 1,082 | $15K |
| Balefire, LLC | 0.00% | New | 1,000 | $14K |
| FNY Investment Advisers, LLC | 0.00% | New | 400 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -97.7% | 296 | $4K |
| Assetmark, Inc. | 0.00% | New | 78 | $1K |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.