DB
KIO

Dmitry Balyasny’s KKR Income Opportunities Fund KIO Stock Holding History

Dmitry Balyasny’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
2026
Q2 		– Sell
-76,042
Closed -$836K – 3269
2026
Q1 		$836K Sell
76,042
-226,958
-75% -$2.59M ﹤0.01% 2153
2025
Q4 		$3.51M Buy
+303,000
New +$3.59M ﹤0.01% 1581

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
GC
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Dmitry Balyasny's KIO Position: Q2 2026 in Review

Dmitry Balyasny sold out of KKR Income Opportunities Fund (KIO) in Q2 2026, closing a stake of 76,042 shares — an estimated $836K sold.

Dmitry Balyasny first reported a position in KIO in Q4 2025 and held it in 2 quarters. The position peaked at $3.51M in Q4 2025. 90 funds tracked by Wall St. Rank hold KIO as of Q2 2026.

  • Dmitry Balyasny reported no remaining KKR Income Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 76,042 KKR Income Opportunities Fund shares in Q2 2026, an estimated $836K.
  • Dmitry Balyasny first reported a position in KKR Income Opportunities Fund in Q4 2025 and held it in 2 quarters.
  • Dmitry Balyasny's KKR Income Opportunities Fund position peaked at $3.51M in Q4 2025.
  • 90 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.