1607 Capital Partners’s KKR Income Opportunities Fund KIO Stock Holding History

1607 Capital Partners’s Portfolio KIO Stock Details KIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-575,652	Closed	-$7.23M	–	126
2025 Q2	$7.23M	Sell	575,652 -153,831	-21%	-$1.84M	0.59%	46
2025 Q1	$8.97M	Buy	+729,483	New	+$9.27M	0.72%	41

Other funds holding KIO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1607 Capital Partners's KIO Position: Q3 2025 in Review

1607 Capital Partners sold out of KKR Income Opportunities Fund (KIO) in Q3 2025, closing a stake of 575,652 shares — an estimated $7.23M sold.

1607 Capital Partners first reported a position in KIO in Q1 2025 and held it in 2 quarters. The position peaked at $8.97M in Q1 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

1607 Capital Partners reported no remaining KKR Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
1607 Capital Partners sold 575,652 KKR Income Opportunities Fund shares in Q3 2025, an estimated $7.23M.
1607 Capital Partners first reported a position in KKR Income Opportunities Fund in Q1 2025 and held it in 2 quarters.
1607 Capital Partners's KKR Income Opportunities Fund position peaked at $8.97M in Q1 2025.
95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

Based on 1607 Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.