KKR Income OpportunitiesKIO
13F holders, Q2 2024 (June 30)52holders −1
7new positions
8sold out
$13.70avg. 13F price*
At the end of Q2 2024, 52 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, down 1 from Q1 2024. 7 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($16.0M), UBS Group AG ($8.3M) and Guggenheim Capital LLC ($7.2M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 8 | $5.9M |
All 13F filers, Q1 2024 → Q2 2024: 209,706 shares bought and 719,643 shares sold, net −509,937 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 52 holders
| Morgan Stanley | 0.00% | Reduce -4.3% | 1,166,669 | $16.0M |
| UBS Group AG | 0.00% | Reduce -2.0% | 609,340 | $8.3M |
| Guggenheim Capital LLC | 0.05% | Add +0.8% | 527,757 | $7.2M |
| Advisors Asset Management, Inc. | 0.11% | Reduce -3.7% | 426,706 | $5.8M |
| Bank of America Corp. | 0.00% | Reduce -11.6% | 321,772 | $4.4M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -2.1% | 179,923 | $2.5M |
| Invesco Ltd. | 0.00% | Add +2.3% | 147,723 | $2.0M |
| Wells Fargo & Company | 0.00% | Reduce -1.1% | 128,231 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +7.7% | 112,377 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -10.6% | 103,031 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.68% | Add +2.8% | 96,280 | $1.3M |
| Summit X, LLC | 0.24% | Reduce -2.5% | 76,596 | $1.0M |
| Simplicity Wealth,LLC | 0.02% | New | 75,082 | $1.0M |
| Stifel Financial Corp. | 0.00% | Add +64.8% | 73,827 | $1.0M |
| Royal Bank of Canada | 0.00% | Reduce -4.9% | 72,321 | $991K |
| Virtus Advisers, LLC | 0.46% | Add +27.8% | 67,804 | $929K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -53.9% | 59,834 | $820K |
| Kovack Advisors, Inc. | 0.09% | Reduce -13.5% | 58,745 | $805K |
| Bramshill Investments, LLC | 0.08% | Add +30.4% | 55,851 | $765K |
| Cetera Investment Advisers | 0.00% | Reduce -28.6% | 47,243 | $647K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.1% | 45,949 | $629K |
| Comerica Bank | 0.00% | Reduce -0.5% | 37,930 | $520K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.0% | 35,047 | $480K |
| Vanguard Capital Wealth Advisors | 0.32% | No change | 35,000 | $480K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.7% | 28,900 | $396K |
| Gator Capital Management, LLC | 0.19% | Reduce -1.8% | 27,051 | $371K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.3% | 25,683 | $352K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +0.6% | 22,458 | $308K |
| Stephens Inc. | 0.00% | No change | 18,903 | $259K |
| Verity Asset Management, Inc. | 0.10% | Reduce -2.4% | 17,922 | $246K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.5% | 17,307 | $237K |
| M Holdings Securities, Inc. | 0.03% | New | 16,236 | $222K |
| Independent Financial Group, LLC | 0.01% | New | 14,969 | $205K |
| Raymond James & Associates | 0.00% | Add +11.3% | 14,901 | $204K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $187K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 13,370 | $183K |
| 1776 Wealth LLC | 0.08% | No change | 13,144 | $180K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,996 | $178K |
| Plotkin Financial Advisors, LLC | 0.11% | No change | 12,938 | $177K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 12,677 | $174K |
| HighTower Advisors, LLC | 0.00% | No change | 11,850 | $162K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | New | 10,630 | $146K |
| CoreCap Advisors, LLC | 0.01% | Add +19.4% | 8,600 | $118K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 3,000 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -52.4% | 2,687 | $37K |
| Marquette Asset Management, LLC | 0.00% | No change | 1,082 | $15K |
| Hobbs Group Advisors, LLC | 0.01% | — | 1,000 | $14K |
| Balefire, LLC | 0.00% | No change | 1,000 | $14K |
| Avior Wealth Management, LLC | 0.00% | New | 376 | $5K |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.3% | 230 | $3K |
| Assetmark, Inc. | 0.00% | No change | 78 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 44 | $603 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.