KKR Income Opportunities Fund - Common Shares (KIO)

CUSIP: 48249T106

Q4 2023 13F Holders as of 31 Dec 2023

Security type / class
Equity / Common Shares
Total 13F shares
6,186,063
Total 13F value
$77,765,462
Holder snapshot 6 signals
Share change
-803,541
SEC-reported price per share
$12.57
Number of holders
56
Value change
-$9,825,791
Number of buys
26
Number of sells
26
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
40,992,286

Security key

48249T106

Report period

Q4 2023

Institutions

56

Top holders

10

KIO full security history Ownership snapshot Full 13F holder table Newer quarter: Q3 2025 KKR Income Opportunities Fund SEC filings

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of KIO - KKR Income Opportunities Fund - Common Shares (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
15/15
Latest evidence
30 Sep 2023
13F Lead comparable stake: 3.1% Showing 1-6 of 15 holder rows.

Quick read

MORGAN STANLEY leads the comparable SEC ownership view at 3.1%.

15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens MORGAN STANLEY's linked filing trail.
Comparable ownership Top 5
MORGAN STANLEY 3.1%
SIT INVESTMENT ASSOCIATES INC 2.4%
CLOUGH CAPITAL PARTNERS L P 1.6%
UBS Group AG 1.6%
GUGGENHEIM CAPITAL LLC 1.3%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
MORGAN STANLEY
13F
Company
13F
3.1%
$15,149,107
1,266,646 shares
 — 30 Sep 2023
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
2.4%
$11,757,000
983,047 shares
 — 30 Sep 2023
CLOUGH CAPITAL PARTNERS L P
13F
Company
13F
1.6%
$7,819,627
653,815 shares
 — 30 Sep 2023
UBS Group AG
13F
Company
13F
1.6%
$7,807,117
652,769 shares
 — 30 Sep 2023
GUGGENHEIM CAPITAL LLC
13F
Company
13F
1.3%
$6,182,698
516,948 shares
 — 30 Sep 2023
BANK OF AMERICA CORP /DE/
13F
Company
13F
0.7%
$3,417,158
285,716 shares
 — 30 Sep 2023
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
56
Shares
6,186,063
Rows available
56
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q1 2026 Across Filers

Q1 2026 holders
93
Q4 2023 holders
56
Holder diff
-37
Investor Q1 2026 Shares Q4 2023 Shares Share Diff Share Chg % Q1 2026 value Q4 2023 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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