Northwestern Mutual Wealth Management
KIO

Northwestern Mutual Wealth Management’s KKR Income Opportunities Fund KIO Stock Holding History

Northwestern Mutual Wealth Management’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
Q1 		– Sell
-2,687
Closed -$36K – 3815
2024
Q4 		$36K Hold
2,687
– – ﹤0.01% 2305
2024
Q3 		$39.7K Hold
2,687
– – ﹤0.01% 2245
2024
Q2 		$36.8K Sell
2,687
-2,963
-52% -$39.8K ﹤0.01% 2194
2024
Q1 		$76.5K Buy
5,650
+551
+11% +$7.16K ﹤0.01% 1913
2023
Q4 		$64.1K Buy
5,099
+3,099
+155% +$36.9K ﹤0.01% 1951
2023
Q3 		$23.9K Sell
2,000
-1,000
-33% -$12K ﹤0.01% 2258
2023
Q2 		$34.8K Buy
3,000
+936
+45% +$10.5K ﹤0.01% 2128
2023
Q1 		$22.7K Sell
2,064
-7,203
-78% -$81.3K ﹤0.01% 2214
2022
Q4 		$102K Sell
9,267
-33,529
-78% -$376K ﹤0.01% 1644
2022
Q3 		$490K Buy
42,796
+6,958
+19% +$84.5K ﹤0.01% 1046
2022
Q2 		$417K Sell
35,838
-119,219
-77% -$1.55M ﹤0.01% 1115
2022
Q1 		$2.24M Buy
155,057
+118,910
+329% +$1.82M ﹤0.01% 614
2021
Q4 		$612K Buy
36,147
+6,277
+21% +$103K ﹤0.01% 997
2021
Q3 		$489K Sell
29,870
-47,660
-61% -$783K ﹤0.01% 1002
2021
Q2 		$1.29M Sell
77,530
-107,799
-58% -$1.74M ﹤0.01% 678
2021
Q1 		$2.93M Buy
185,329
+130,480
+238% +$1.98M 0.01% 438
2020
Q4 		$791K Buy
54,849
+47,025
+601% +$655K ﹤0.01% 704
2020
Q3 		$106K Sell
7,824
-11,004
-58% -$146K ﹤0.01% 1254
2020
Q2 		$232K Buy
18,828
+4,778
+34% +$54.5K ﹤0.01% 915
2020
Q1 		$150K Buy
14,050
+665
+5% +$9.68K ﹤0.01% 982
2019
Q4 		$211K Sell
13,385
-844
-6% -$13K ﹤0.01% 925
2019
Q3 		$222K Sell
14,229
-1,232
-8% -$19.2K ﹤0.01% 858
2019
Q2 		$243K Sell
15,461
-24,487
-61% -$386K ﹤0.01% 828
2019
Q1 		$618K Buy
39,948
+5,310
+15% +$81.3K ﹤0.01% 567
2018
Q4 		$494K Buy
34,638
+78
+0.2% +$1.2K ﹤0.01% 566
2018
Q3 		$567K Buy
34,560
+3,765
+12% +$63K ﹤0.01% 528
2018
Q2 		$510K Buy
30,795
+27,399
+807% +$442K ﹤0.01% 530
2018
Q1 		$54K Buy
3,396
+2,696
+385% +$42.7K ﹤0.01% 1165
2017
Q4 		$11K Sell
700
-1,000
-59% -$16.5K ﹤0.01% 1725
2017
Q3 		$30K Buy
1,700
+1,000
+143% +$17.5K ﹤0.01% 1317
2017
Q2 		$12K Buy
+700
New +$12.2K ﹤0.01% 1548

Other funds holding KIO

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Northwestern Mutual Wealth Management's KIO Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of KKR Income Opportunities Fund (KIO) in Q1 2025, closing a stake of 2,687 shares — an estimated $36K sold.

Northwestern Mutual Wealth Management first reported a position in KIO in Q2 2017 and held it in 31 quarters. The position peaked at $2.93M in Q1 2021. 83 funds tracked by Wall St. Rank hold KIO as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining KKR Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 2,687 KKR Income Opportunities Fund shares in Q1 2025, an estimated $36K.
  • Northwestern Mutual Wealth Management first reported a position in KKR Income Opportunities Fund in Q2 2017 and held it in 31 quarters.
  • Northwestern Mutual Wealth Management's KKR Income Opportunities Fund position peaked at $2.93M in Q1 2021.
  • 83 funds tracked by Wall St. Rank held KKR Income Opportunities Fund as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.