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 (Q1 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, Balyasny Asset Management L.P., Sit Investment Associates Inc, Karpus Management, Inc., and Logan Stone Capital, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+12,042+2.1%583,146$6.41MQ1 2026Jul 08, 2026
Bank Of America CorpBuy+27,215+8.6%341,918$3.76MQ1 2026May 18, 2026
Morgan StanleyBuy+769,154+38.9%2,745,407$30.20MQ1 2026May 15, 2026
Balyasny Asset Management L.P.Sell-226,958-74.9%76,042$836.46KQ1 2026May 15, 2026
Logan Stone Capital, LlcBuy+78,005+46.4%246,200$2.71MQ1 2026May 15, 2026
Cohen & Steers, Inc.Buy+50,000+132.3%87,779$966.00KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-41,966-35.3%76,943$846.00KQ1 2026May 15, 2026
Strategic Advocates LlcSell-38,712-99.7%135$1.49KQ1 2026May 15, 2026
Guggenheim Capital LlcBuy+37,748+5.0%793,562$8.73MQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+21,453—21,453$248.64KQ1 2026May 15, 2026
Nomura Holdings IncBuy+15,000—15,000$165.00KQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-9,524-26.8%25,964$285.62KQ1 2026May 15, 2026
Joseph P. Lucia & Associates, LlcSell-6,383-6.1%99,034$1.09MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+2,753—2,753$30.28KQ1 2026May 15, 2026
Osbon Capital Management LlcBuy+308—308$3.39KQ1 2026May 15, 2026
Bramshill Investments, LlcSell-299-0.6%47,137$518.51KQ1 2026May 15, 2026
Herold Advisors, Inc.Buy+141+1.2%12,018$132.21KQ1 2026May 15, 2026
Karpus Management, Inc.Buy+168,693—168,693$1.86MQ1 2026May 14, 2026
Virtus Investment Advisers, LlcSell-7,836-13.9%48,573$534.30KQ1 2026May 14, 2026
Baird Financial Group, Inc.Sell-7,094-7.9%83,144$914.59KQ1 2026May 14, 2026
Raymond James Financial IncSell-4,408-3.6%116,691$1.28MQ1 2026May 14, 2026
Eversource Wealth Advisors, LlcSell-2,954-99.4%17$2.29KQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+2,243+3.5%65,910$725.02KQ1 2026May 14, 2026
Cwm, LlcBuy+7+1.0%680$7.48KQ1 2026May 14, 2026
Sit Investment Associates IncSell-207,738-72.1%80,300$883.00KQ1 2026May 13, 2026
Arax Advisory PartnersSell-32,477-86.7%5,000$55.00KQ1 2026May 13, 2026
Kovack Advisors, Inc.Sell-22,857-14.5%135,026$1.48MQ1 2026May 13, 2026
Cetera Investment AdvisersBuy+4,565+5.0%96,405$1.06MQ1 2026May 13, 2026
Hennion & Walsh Asset Management, Inc.Sell-1,452-5.0%27,840$306.24KQ1 2026May 13, 2026
Blackrock, Inc.Buy+225+1.6%13,879$152.68KQ1 2026May 13, 2026
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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.