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Almitas Capital’s KKR Income Opportunities Fund KIO Stock Holding History

Almitas Capital’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
-20,851
Closed -$262K – 80
2025
Q2 		$262K Buy
+20,851
New +$250K 0.07% 69

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Polar Asset Management Partners
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Almitas Capital's KIO Position: Q3 2025 in Review

Almitas Capital sold out of KKR Income Opportunities Fund (KIO) in Q3 2025, closing a stake of 20,851 shares — an estimated $262K sold.

Almitas Capital first reported a position in KIO in Q2 2025 and held it in 1 quarter. The position peaked at $262K in Q2 2025. 95 funds tracked by Wall St. Rank hold KIO as of Q3 2025.

  • Almitas Capital reported no remaining KKR Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Almitas Capital sold 20,851 KKR Income Opportunities Fund shares in Q3 2025, an estimated $262K.
  • Almitas Capital first reported a position in KKR Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Almitas Capital's KKR Income Opportunities Fund position peaked at $262K in Q2 2025.
  • 95 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q3 2025.

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