KKR Income OpportunitiesKIO
13F holders, Q3 2024 (September 30)59holders +7
10new positions
4sold out
$14.74avg. 13F price*
At the end of Q3 2024, 59 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, up 7 from Q2 2024. 10 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($13.9M), UBS Group AG ($8.8M) and Guggenheim Capital LLC ($7.8M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.8M |
| Exits | 4 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 568,218 shares bought and 490,005 shares sold, net +78,213 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Morgan Stanley | 0.00% | Reduce -19.0% | 944,992 | $13.9M |
| UBS Group AG | 0.00% | Reduce -1.8% | 598,259 | $8.8M |
| Guggenheim Capital LLC | 0.06% | Add +0.6% | 530,975 | $7.8M |
| Advisors Asset Management, Inc. | 0.11% | Reduce -4.0% | 409,583 | $6.0M |
| Penserra Capital Management LLC | 0.11% | New | 357,306 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -13.2% | 279,358 | $4.1M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -0.9% | 178,348 | $2.6M |
| Invesco Ltd. | 0.00% | Add +6.5% | 157,365 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 125,691 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.3% | 114,995 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +46.8% | 108,342 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.68% | Add +3.3% | 99,447 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -21.4% | 80,992 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 76,578 | $1.1M |
| Summit X, LLC | 0.25% | Reduce -0.1% | 76,515 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.4% | 64,834 | $957K |
| Carnegie Lake Advisors LLC | 0.29% | — | 50,023 | $738K |
| Bramshill Investments, LLC | 0.08% | Reduce -11.3% | 49,516 | $731K |
| Virtus Advisers, LLC | 0.33% | Reduce -29.1% | 48,056 | $709K |
| Kovack Advisors, Inc. | 0.07% | Reduce -20.4% | 46,745 | $690K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 42,255 | $624K |
| NewEdge Advisors, LLC | 0.00% | Add +37.5% | 39,737 | $587K |
| Comerica Bank | 0.00% | Reduce -0.1% | 37,884 | $559K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.8% | 36,371 | $537K |
| Vanguard Capital Wealth Advisors | 0.55% | No change | 35,000 | $517K |
| Osaic Holdings, Inc. | 0.00% | Reduce -2.9% | 34,034 | $502K |
| Wedbush Securities Inc. | 0.02% | Add +18.2% | 30,360 | $448K |
| Stephens Inc. | 0.01% | Add +36.8% | 25,852 | $382K |
| SeaCrest Wealth Management, LLC | 0.04% | Add +4.8% | 23,532 | $347K |
| HighTower Advisors, LLC | 0.00% | Add +85.0% | 21,921 | $324K |
| Gator Capital Management, LLC | 0.13% | Reduce -27.2% | 19,693 | $291K |
| Cresset Asset Management, LLC | 0.00% | New | 18,660 | $275K |
| Independent Financial Group, LLC | 0.01% | Add +14.0% | 17,069 | $252K |
| PFG Investments, LLC | 0.02% | New | 16,895 | $249K |
| Raymond James & Associates | 0.00% | Add +12.0% | 16,684 | $246K |
| Cetera Investment Advisers | 0.00% | Reduce -64.8% | 16,621 | $245K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +48.7% | 15,804 | $233K |
| Verity Asset Management, Inc. | 0.08% | Reduce -16.1% | 15,030 | $222K |
| M Holdings Securities, Inc. | 0.05% | Reduce -9.4% | 14,716 | $217K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -18.2% | 14,152 | $209K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $203K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 13,370 | $197K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.4% | 13,235 | $195K |
| 1776 Wealth LLC | 0.09% | No change | 13,144 | $194K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,000 | $192K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,996 | $192K |
| Plotkin Financial Advisors, LLC | 0.11% | No change | 12,938 | $191K |
| Creative Planning | 0.00% | New | 12,326 | $182K |
| CoreCap Advisors, LLC | 0.01% | No change | 8,600 | $127K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 3,000 | $44K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,687 | $40K |
| Future Financial Wealth Managment LLC | 0.02% | New | 1,450 | $21K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 1,000 | $15K |
| Fifth Third Bancorp | 0.00% | New | 600 | $9K |
| Avior Wealth Management, LLC | 0.00% | No change | 376 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Assetmark, Inc. | 0.00% | No change | 78 | $1K |
| Cwm, LLC | 0.00% | New | 46 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 40 | $590 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.