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KIO

KKR Income Opportunities Fund

94 hedge funds and large institutions have $115M invested in KKR Income Opportunities Fund in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0.24% more ownership

Funds ownership: 25.22%25.46% (+0.24%)

4% less capital invested

Capital invested by funds: $120M → $115M (-$4.88M)

1% less funds holding

Funds holding: 9594 (-1)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
26
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$30.2M +$8.77M +769,154 +39%
PCM
2
Penserra Capital Management
California
$12.3M -$1.02M -89,528 -7%
GC
3
Guggenheim Capital
Illinois
$8.73M +$431K +37,748 +5%
UBS Group
4
UBS Group
Switzerland
$7.27M +$457K +40,088 +6%
Wells Fargo
5
Wells Fargo
California
$6.41M +$137K +12,042 +2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$5.17M +$220K +19,288 +4%
Bank of America
7
Bank of America
North Carolina
$3.76M +$310K +27,215 +9%
SFS
8
Shaker Financial Services
Virginia
$3.47M +$85.6K +7,509 +2%
LSC
9
Logan Stone Capital
Illinois
$2.71M +$890K +78,005 +46%
LPL Financial
10
LPL Financial
California
$2.34M +$1.08M +94,373 +80%
RC
11
Rareview Capital
Nevada
$2.27M +$351K +30,803 +21%
KIM
12
Karpus Investment Management
New York
$1.86M -$76.4K -6,695 -4%
Invesco
13
Invesco
Georgia
$1.68M +$394K +34,575 +29%
SWP
14
Significant Wealth Partners
Illinois
$1.55M +$1.61M +141,149 New
CIA
15
Capital Investment Advisors
Georgia
$1.54M -$31.1K -2,728 -2%
KA
16
Kovack Advisors
Florida
$1.48M -$261K -22,857 -14%
Raymond James Financial
17
Raymond James Financial
Florida
$1.28M -$50.3K -4,408 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.22M -$7.61K -667 -0.6%
JPLA
19
Joseph P. Lucia & Associates
New York
$1.09M -$72.8K -6,383 -6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.06M +$52.1K +4,565 +5%
Cohen & Steers
21
Cohen & Steers
New York
$966K +$570K +50,000 +132%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$915K -$80.9K -7,094 -8%
SIA
23
Sit Investment Associates
Minnesota
$883K -$2.37M -207,738 -72%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$846K -$479K -41,966 -35%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$836K -$2.59M -226,958 -75%