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KKR Income Opportunities Fund (KIO) Institutional Ownership

KKR Income Opportunities Fund logo
$13.11 +0.09 (+0.69%)
As of 01/21/2025 03:59 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)
20
Total
Institutional Inflows
(last 12 months)
$11.32M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.55M
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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
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%
11/15/2024Stifel Financial Corp108,342$1.60M0.0%+46.8%0.000%
11/15/2024HighTower Advisors LLC21,921$324K0.0%+85.0%0.000%
11/14/2024Plotkin Financial Advisors LLC12,938$191K0.1%N/A0.000%
11/14/2024Rockefeller Capital Management L.P.64,834$957K0.0%+8.4%0.000%
11/12/2024Penserra Capital Management LLC357,306$5.27M0.1%N/A0.000%
11/12/2024M Holdings Securities Inc.14,716$217K0.1%-9.4%0.000%
11/8/2024Advisors Asset Management Inc.408,655$6.03M0.1%-4.0%0.000%
11/6/2024Kovack Advisors Inc.46,745$690K0.1%-20.4%0.000%
11/1/2024Verity Asset Management Inc.15,030$222K0.1%-16.1%0.000%
10/28/2024Stephens Inc. AR25,852$382K0.0%+36.8%0.000%
10/24/2024J.W. Cole Advisors Inc.42,255$624K0.0%N/A0.000%
10/24/2024PFG 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%
10/11/2024Creative Planning12,326$182K0.0%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.2,687$37K0.0%-52.4%0.000%
7/31/2024Commonwealth Equity Services LLC17,307$237K0.0%+9.5%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.112,377$1.54M0.0%+7.7%0.000%
7/24/2024Joseph 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%
7/10/2024Simplicity 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%
5/14/2024Advisors Asset Management Inc.442,350$5.99M0.1%+17.3%0.000%
5/4/2024Joseph P. Lucia & Associates LLC93,638$1.27M0.7%+3.0%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.104,321$1.41M0.0%+4.5%0.000%
4/22/2024PFG Investments LLC11,356$154K0.0%N/A0.000%
4/19/2024Kovack Advisors Inc.67,945$920K0.1%-3.9%0.000%
2/20/2024Quarry LP143,022$1.80M0.3%-2.9%0.000%
2/13/2024Aristides Capital LLC15,629$196K0.1%N/A0.000%
2/9/2024UBS Group AG624,979$7.86M0.0%-4.3%0.000%
2/8/2024Summit X LLC99,946$1.26M0.4%-2.1%0.000%
2/8/2024Verity Asset Management Inc.18,990$239K0.2%-4.2%0.000%
2/8/2024Robinson Capital Management LLC33,264$421K0.1%+192.8%0.000%
2/2/2024Kovack Advisors Inc.70,703$889K0.1%+61.3%0.000%
1/29/2024Joseph P. Lucia & Associates LLC90,878$1.14M0.7%-1.7%0.000%
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1/24/2024Highlander Capital Management LLC69,497$874K0.3%-4.7%0.000%
1/18/2024 SeaCrest Wealth Management LLC21,770$276K0.0%-10.1%0.000%
1/5/2024 Capital Investment Advisors LLC180,096$2.26M0.1%+0.8%0.000%
11/22/2023Verity Asset Management Inc.19,831$237K0.2%+8.2%0.000%
11/15/2023Advisors Asset Management Inc.276,967$3.31M0.1%+71.7%0.000%
11/14/2023AQR Arbitrage LLC26,587$318K0.0%-78.6%0.000%
11/14/2023Clough Capital Partners L P653,815$7.82M0.8%-14.2%0.000%
11/14/2023Robinson Capital Management LLC11,361$134K0.1%-71.8%0.000%
11/13/2023Consolidated Portfolio Review Corp20,617$247K0.1%-82.2%0.000%
11/9/2023UBS Group AG652,769$7.81M0.0%-11.7%0.000%
11/8/2023Westchester Capital Management LLC58,020$694K0.0%N/A0.000%
11/8/2023 Janney Montgomery Scott LLC13,052$156K0.0%-13.1%0.000%
11/7/2023Virtus ETF Advisers LLC61,334$734K0.4%N/A0.000%
11/6/2023Summit X LLC102,088$1.22M0.4%-2.7%0.000%
11/2/2023Shaker Financial Services LLC30,582$366K0.2%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.20,150$241K0.0%-43.6%0.000%
10/24/2023Mission Wealth Management LP16,000$191K0.0%N/A0.000%
10/24/2023Cambridge Investment Research Advisors Inc.89,292$1.07M0.0%-2.9%0.000%
10/23/2023Commonwealth Equity Services LLC13,308$159K0.0%+29.6%0.000%
10/16/2023 Capital Investment Advisors LLC178,602$2.14M0.1%+17.9%0.000%
8/15/2023Quarry LP121,822$1.41M0.5%+126.3%0.000%
8/15/2023Cohen & Steers Inc.77,548$900K0.0%-46.9%0.000%
8/14/2023Vivaldi Capital Management LP231,734$2.69M0.8%+1.7%0.000%
8/14/2023Carolinas Wealth Consulting LLC5,233$61K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC460,266$5.34M0.0%+11.7%0.000%
8/10/2023Sit Investment Associates Inc.1,070,257$12.43M0.3%+3.9%0.000%
8/10/2023Cetera Investment Advisers44,572$517K0.0%+10.4%0.000%
8/10/2023Summit X LLC104,934$1.22M0.3%-1.7%0.000%
8/4/2023Envestnet Asset Management Inc.132,451$1.54M0.0%+5.5%0.000%
7/31/2023LPL Financial LLC125,273$1.45M0.0%-4.9%0.000%
7/31/2023 Integrated Capital Management Inc.16,503$192K0.2%-16.5%0.000%
7/31/2023Sage Rhino Capital LLC134,803$1.57M0.4%-60.5%0.000%
7/20/2023Tiedemann Advisors LLC20,000$232K0.0%N/A0.000%
7/17/2023Vanguard Capital Wealth Advisors35,000$406K0.4%+2.9%0.000%
7/14/2023 SeaCrest Wealth Management LLC23,872$277K0.0%-17.7%0.000%
7/14/2023 Park Avenue Securities LLC108,513$1.26M0.0%+6.2%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.91,945$1.07M0.0%-2.0%0.000%
7/11/2023 Capital Investment Advisors LLC151,432$1.76M0.1%+17.8%0.000%
5/24/2023Verity Asset Management Inc.16,762$184K0.1%N/A0.000%
5/15/2023Quarry LP53,822$591K0.1%N/A0.000%
5/15/2023Clough Capital Partners L P710,115$7.80M0.8%N/A0.000%
5/12/2023Yakira Capital Management Inc.43,315$476K0.1%N/A0.000%
5/12/2023 SeaCrest Wealth Management LLC28,993$318K0.0%+136.8%0.000%
5/11/2023Consolidated Portfolio Review Corp113,449$1.25M0.3%N/A0.000%
5/11/2023Guggenheim Capital LLC412,149$4.53M0.0%+7.1%0.000%
5/10/2023Summit X LLC106,748$1.17M0.3%+127.9%0.000%
5/10/2023Landscape Capital Management L.L.C.27,842$306K0.0%N/A0.000%
5/10/2023Robinson Capital Management LLC40,175$443K0.2%+22,857.1%0.000%
5/8/2023Shaker Financial Services LLC14,718$162K0.1%-88.8%0.000%
5/2/2023Joseph P. Lucia & Associates LLC93,842$1.03M0.7%+6.9%0.000%
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4/28/2023 Janney Montgomery Scott LLC15,462$170K0.0%-93.0%0.000%
4/26/2023 Integrated Capital Management Inc.19,773$137K0.1%+47.0%0.000%
4/21/2023Sage Rhino Capital LLC341,681$3.75M1.1%+11.8%0.000%
4/21/2023Kovack Advisors Inc.11,951$131K0.0%N/A0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.62,349$685K0.0%-5.0%0.000%
4/19/2023Calton & Associates Inc.12,815$141K0.1%N/A0.000%
4/18/2023 Park Avenue Securities LLC102,169$1.12M0.0%-2.2%0.000%
4/14/2023Raymond James & Associates11,165$123K0.0%N/A0.000%
4/10/2023 Capital Investment Advisors LLC128,525$1.41M0.0%+11.8%0.000%
3/6/2023Rockefeller Capital Management L.P.100,500$1.11M0.0%-3.1%0.000%
(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, 57 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($12.43M), UBS Group AG ($7.86M), Clough Capital Partners L P ($7.82M), Advisors Asset Management Inc. ($6.03M), Guggenheim Capital LLC ($5.34M), Penserra Capital Management LLC ($5.27M), and Vivaldi Capital Management LP ($2.69M).Learn more on KIO's institutional investors.

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

Of the 50 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: Clough Capital Partners L P ($710.12K), Penserra Capital Management LLC ($357.31K), Advisors Asset Management Inc. ($180.89K), Quarry LP ($121.82K), Consolidated Portfolio Review Corp ($113.45K), Sage Rhino Capital LLC ($99.64K), and Guggenheim Capital LLC ($75.35K).

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

Institutional investors have bought a total of 2,719,110 shares in the last 24 months. This purchase volume represents approximately $32.91M in transactions.

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

Of the 29 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), Janney Montgomery Scott LLC ($206.31K), Shaker Financial Services LLC ($179.99K), UBS Group AG ($114.25K), Sit Investment Associates Inc. ($112.79K), Clough Capital Partners L P ($108.40K), and AQR Arbitrage LLC ($97.44K).

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

Institutional investors have sold a total of 1,388,728 shares in the last 24 months. This volume of shares sold represents approximately $16.17M in transactions.


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This page (NYSE:KIO) was last updated on 1/22/2025 by MarketBeat.com Staff
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