MML Investors Services
KIO

MML Investors Services’s KKR Income Opportunities Fund KIO Stock Holding History

MML Investors Services’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
2023
Q4 		– Sell
-48,308
Closed -$578K – 2482
2023
Q3 		$578K Sell
48,308
-8,274
-15% -$98.9K ﹤0.01% 1538
2023
Q2 		$657K Sell
56,582
-564
-1% -$6.3K ﹤0.01% 1466
2023
Q1 		$627K Buy
57,146
+7,105
+14% +$80.2K ﹤0.01% 1298
2022
Q4 		$551K Sell
50,041
-6,930
-12% -$77.6K ﹤0.01% 1457
2022
Q3 		$652K Sell
56,971
-758
-1% -$9.21K ﹤0.01% 1299
2022
Q2 		$672K Buy
57,729
+3,858
+7% +$50.3K 0.01% 1253
2022
Q1 		$777K Buy
53,871
+6,154
+13% +$94.2K 0.01% 1211
2021
Q4 		$807K Sell
47,717
-10,971
-19% -$180K 0.01% 1160
2021
Q3 		$961K Buy
58,688
+1,405
+2% +$23.1K 0.01% 1030
2021
Q2 		$955K Sell
57,283
-3,358
-6% -$54.3K 0.01% 1017
2021
Q1 		$959K Buy
60,641
+3,832
+7% +$58.2K 0.01% 940
2020
Q4 		$820K Sell
56,809
-7,243
-11% -$101K 0.01% 918
2020
Q3 		$867K Buy
64,052
+1,502
+2% +$19.9K 0.01% 823
2020
Q2 		$771K Buy
62,550
+6,274
+11% +$71.6K 0.01% 815
2020
Q1 		$600K Buy
56,276
+10,380
+23% +$151K 0.01% 800
2019
Q4 		$724K Sell
45,896
-2,834
-6% -$43.7K 0.01% 857
2019
Q3 		$759K Sell
48,730
-31,026
-39% -$483K 0.01% 787
2019
Q2 		$1.25M Sell
79,756
-7,617
-9% -$120K 0.02% 639
2019
Q1 		$1.35M Buy
87,373
+10,669
+14% +$163K 0.02% 593
2018
Q4 		$1.09M Sell
76,704
-2,780
-3% -$42.9K 0.02% 609
2018
Q3 		$1.3M Buy
79,484
+43,129
+119% +$721K 0.02% 588
2018
Q2 		$602K Buy
36,355
+6,900
+23% +$111K 0.01% 762
2018
Q1 		$468K Buy
29,455
+2,947
+11% +$46.7K 0.01% 868
2017
Q4 		$425K Buy
+26,508
New +$438K 0.01% 918

Other funds holding KIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
GC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MML Investors Services's KIO Position: Q4 2023 in Review

MML Investors Services sold out of KKR Income Opportunities Fund (KIO) in Q4 2023, closing a stake of 48,308 shares — an estimated $578K sold.

MML Investors Services first reported a position in KIO in Q4 2017 and held it in 24 quarters. The position peaked at $1.35M in Q1 2019. 56 funds tracked by Wall St. Rank hold KIO as of Q4 2023.

  • MML Investors Services reported no remaining KKR Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • MML Investors Services sold 48,308 KKR Income Opportunities Fund shares in Q4 2023, an estimated $578K.
  • MML Investors Services first reported a position in KKR Income Opportunities Fund in Q4 2017 and held it in 24 quarters.
  • MML Investors Services's KKR Income Opportunities Fund position peaked at $1.35M in Q1 2019.
  • 56 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q4 2023.

Based on MML Investors Services's 13F filing for Q4 2023, filed 14 Feb 2024.