First Manhattan’s KKR Income Opportunities Fund KIO Stock Holding History

First Manhattan’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
2024 Q1	–	Sell	-15	Closed	-$188	–	1457
2023 Q4	$188	Hold	15	–	–	﹤0.01%	1398
2023 Q3	$179	Hold	15	–	–	﹤0.01%	1432
2023 Q2	$174	Hold	15	–	–	﹤0.01%	1393
2023 Q1	$164	Hold	15	–	–	﹤0.01%	1484
2022 Q4	$165	Hold	15	–	–	﹤0.01%	1637
2022 Q3	$0	Hold	15	–	–	﹤0.01%	1597
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1618
2022 Q1	$0	Hold	15	–	–	﹤0.01%	1645
2021 Q4	$0	Hold	15	–	–	﹤0.01%	1622
2021 Q3	$0	Hold	15	–	–	﹤0.01%	1632
2021 Q2	$0	Hold	15	–	–	﹤0.01%	1577
2021 Q1	$0	Hold	15	–	–	﹤0.01%	1518
2020 Q4	$0	Hold	15	–	–	﹤0.01%	1371
2020 Q3	$0	Hold	15	–	–	﹤0.01%	1395
2020 Q2	$0	Hold	15	–	–	﹤0.01%	1431
2020 Q1	$0	Hold	15	–	–	﹤0.01%	1410
2019 Q4	$0	Hold	15	–	–	﹤0.01%	1337
2019 Q3	$0	Hold	15	–	–	﹤0.01%	1366
2019 Q2	$0	Hold	15	–	–	﹤0.01%	1410
2019 Q1	$0	Hold	15	–	–	﹤0.01%	1426
2018 Q4	$0	Hold	15	–	–	﹤0.01%	1408
2018 Q3	$0	Hold	15	–	–	﹤0.01%	1418
2018 Q2	$0	Hold	15	–	–	﹤0.01%	1389
2018 Q1	$0	Hold	15	–	–	﹤0.01%	1424
2017 Q4	$0	Hold	15	–	–	﹤0.01%	1490
2017 Q3	$0	Hold	15	–	–	﹤0.01%	1464
2017 Q2	$0	Buy	+15	New	+$262	﹤0.01%	1429

Other funds holding KIO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIA

Absolute Investment Advisers Rosemary Beach, Florida $852M AUM 0.1% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Manhattan's KIO Position: Q1 2024 in Review

First Manhattan sold out of KKR Income Opportunities Fund (KIO) in Q1 2024, closing a stake of 15 shares — an estimated $188 sold.

First Manhattan first reported a position in KIO in Q2 2017 and held it in 27 quarters. The position peaked at $188 in Q4 2023. 55 funds tracked by Wall St. Rank hold KIO as of Q1 2024.

First Manhattan reported no remaining KKR Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
First Manhattan sold 15 KKR Income Opportunities Fund shares in Q1 2024, an estimated $188.
First Manhattan first reported a position in KKR Income Opportunities Fund in Q2 2017 and held it in 27 quarters.
First Manhattan's KKR Income Opportunities Fund position peaked at $188 in Q4 2023.
55 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2024.

Based on First Manhattan's 13F filing for Q1 2024, filed 15 May 2024.