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KKR Income Opportunities Fund (KIO) Institutional Ownership

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$13.43
+0.13 (+0.98%)
(As of 05/3/2024 ET)
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Institutional Ownership Changes (13F Filings) for KKR Income Opportunities Fund (NYSE:KIO)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$19.64M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$10.52M
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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
5/4/2024Joseph P. Lucia & Associates LLC93,638$1.27M0.7%+3.0%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.104,321$1.41M0.0%+4.5%0.000%
4/22/2024 PFG Investments LLC11,356$154K0.0%N/A0.000%
4/19/2024 Kovack 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%
2/2/2024 Kovack 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%
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%
11/13/2023 Consolidated 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%
10/24/2023 Mission Wealth Management LP16,000$191K0.0%N/A0.000%
10/24/2023 Cambridge 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%
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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%
7/31/2023 Sage Rhino Capital LLC134,803$1.57M0.4%-60.5%0.000%
7/20/2023Tiedemann Advisors LLC20,000$232K0.0%N/A0.000%
7/17/2023 Vanguard 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%
7/13/2023 Cambridge 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%
5/11/2023 Consolidated 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%
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%
4/21/2023 Sage Rhino Capital LLC341,681$3.75M1.1%+11.8%0.000%
4/21/2023 Kovack 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%
4/19/2023 Calton & Associates Inc.12,815$141K0.1%N/A0.000%
4/18/2023 Park Avenue Securities LLC102,169$1.12M0.0%-2.2%0.000%
4/14/2023 Raymond 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%
2/13/2023Joseph P. Lucia & Associates LLC87,777$966K0.7%-1.9%0.000%
2/10/2023Gator Capital Management LLC27,196$299K0.2%-5.6%0.000%
2/10/2023CoreCap Advisors LLC3,000$33K0.0%N/A0.000%
2/10/2023Sit Investment Associates Inc.664,549$7.32M0.2%-14.5%0.000%
2/9/2023Elequin Securities LLC4,842$53K0.0%N/A0.000%
2/8/2023UBS Group AG488,566$5.38M0.0%+15.1%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.95,639$1.05M0.0%-5.3%0.000%
2/7/2023LPL Financial LLC77,442$853K0.0%-22.6%0.000%
2/7/2023Envestnet Asset Management Inc.132,912$1.46M0.0%-0.6%0.000%
2/3/2023Shaker Financial Services LLC131,209$1.45M0.7%-32.6%0.000%
2/1/2023 Janney Montgomery Scott LLC219,803$2.42M0.0%+7.5%0.000%
2/1/2023 Sage Rhino Capital LLC305,538$3.36M1.1%+26.2%0.000%
1/26/2023 GraniteShares Advisors LLC203,482$2.24M1.8%+14.6%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.65,647$723K0.0%-1.5%0.000%
1/5/2023 Capital Investment Advisors LLC114,940$1.27M0.0%-1.5%0.000%
11/16/2022Claraphi Advisory Network LLC32,172$368K0.2%-43.1%0.000%
11/16/2022 SeaCrest Wealth Management LLC11,915$136K0.0%+65.7%0.000%
11/16/2022Saba Capital Management L.P.74,368$851K0.0%-16.4%0.000%
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11/15/2022Logan Stone Capital LLC101,717$1.16M0.8%-17.9%0.000%
11/15/2022Cohen & Steers Inc.179,917$2.06M0.0%+27.1%0.000%
11/14/2022Guggenheim Capital LLC341,137$3.90M0.0%+15.7%0.000%
11/10/2022Wolverine Asset Management LLC53,417$611K0.0%-61.6%0.000%
11/10/2022UBS Group AG424,478$4.86M0.0%-8.9%0.000%
11/9/2022Shaker Financial Services LLC194,705$2.23M1.1%+0.8%0.000%
11/8/2022Advisors Asset Management Inc.58,354$668K0.0%+148.8%0.000%
11/8/2022 Matisse Capital34,381$393K0.5%+243.8%0.000%
11/2/2022Landscape Capital Management L.L.C.16,376$187K0.0%-50.3%0.000%
11/2/2022Summit X LLC71,262$816K0.2%+52.1%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, 60 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), Guggenheim Capital LLC ($5.34M), Advisors Asset Management Inc. ($3.31M), Vivaldi Capital Management LP ($2.69M), and Capital Investment Advisors LLC ($2.26M).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), Janney Montgomery Scott LLC ($219.80K), Advisors Asset Management Inc. ($174.05K), Sit Investment Associates Inc. ($165.30K), Shaker Financial Services LLC ($152.47K), Wolverine Asset Management LLC ($139.12K), and Quarry LP ($121.82K).

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

Institutional investors have bought a total of 3,304,742 shares in the last 24 months. This purchase volume represents approximately $38.33M in transactions.

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

Of the 35 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 ($219.72K), Shaker Financial Services LLC ($218.40K), Janney Montgomery Scott LLC ($206.31K), UBS Group AG ($155.49K), Northwestern Mutual Wealth Management Co. ($119.22K), Sit Investment Associates Inc. ($112.79K), and Clough Capital Partners L P ($108.40K).

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

Institutional investors have sold a total of 1,721,707 shares in the last 24 months. This volume of shares sold represents approximately $19.98M in transactions.


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This page (NYSE:KIO) was last updated on 5/4/2024 by MarketBeat.com Staff

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