KKR INCOME OPPORTUNITIES (KIO) Institutional Ownership Changes & 13F Activity
KKR INCOME OPPORTUNITIES (KIO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Invesco Ltd., Advisors Asset Management, Inc., Guggenheim Capital Llc, and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Sell | -18,635 | -60.4% | 12,206 | $137.44K | Q2 2026 | Aug 27, 2026 |
| Gill Capital Partners, Llc | Sell | -107 | -1.0% | 11,018 | $124.06K | Q2 2026 | Aug 20, 2026 |
| Equitable Holdings, Inc. | Buy | +7,162 | +33.4% | 28,615 | $322.21K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +125,904 | — | 125,904 | $1.42M | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +73,782 | — | 73,782 | $830.78K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -34,686 | -5.9% | 548,460 | $6.18M | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +26,857 | — | 26,857 | $302.41K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +6,095 | +1.8% | 348,013 | $3.92M | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | Sell | -5,759 | -3.4% | 162,934 | $1.83M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,404 | +17.0% | 30,368 | $341.96K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -2,237 | -1.9% | 114,454 | $1.29M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -657 | -0.9% | 76,286 | $859.00K | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, Llc | Buy | +522 | +1.1% | 47,659 | $536.64K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +371 | — | 371 | $4.18K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +251,322 | +9.2% | 2,996,729 | $33.74M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +44,345 | +4.0% | 1,161,643 | $13.08M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +22,813 | — | 22,813 | $256.87K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -13,809 | -2.1% | 646,653 | $7.28M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -7,997 | -12.1% | 57,913 | $652.11K | Q2 2026 | Aug 13, 2026 |
| Bnp Paribas Financial Markets | Sell | -694 | -31.6% | 1,504 | $16.93K | Q2 2026 | Aug 13, 2026 |
| Osbon Capital Management Llc | Buy | +266 | +86.4% | 574 | $6.46K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Buy | +57,941 | +7.3% | 851,503 | $9.59M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +47,370 | — | 47,370 | $533.39K | Q2 2026 | Aug 12, 2026 |
| Bessemer Group Inc | Buy | +6,000 | — | 6,000 | $68.00K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +4,407 | +4.6% | 100,812 | $1.14M | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Sell | -3,994 | -4.8% | 79,150 | $891.23K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -310 | -1.7% | 17,793 | $200.35K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +230 | — | 230 | $2.60K | Q2 2026 | Aug 12, 2026 |
| Virtus Investment Advisers, Llc | Sell | -10,232 | -21.1% | 38,341 | $431.72K | Q2 2026 | Aug 11, 2026 |
| Wealthtrust Axiom Llc | Sell | -1,064 | -4.8% | 20,889 | $235.21K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about KIO activity
Which institutional owners are buying KIO?
Institutional owners buying KIO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KIO activity?
"Buy" means an investor increased their reported position in KIO compared to the prior reporting period. This reflects growing exposure to KKR INCOME OPPORTUNITIES (KIO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KIO increasing?
Institutional interest in KIO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related KIO Institutional Insights
- KIO Overview
- KIO 13F Institutional Holders
- KIO Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- KIO Insider Trading & SEC Form 4 Activity
- KIO Articles
- Top Institutional Investor Stock Rankings