KIO — KKR INCOME OPPORTUNITIES FD
As of Q2 2026, 8 SEC-registered investment managers reported holding KIO (KKR INCOME OPPORTUNITIES FD) in their latest 13F filings, with a combined reported value of $52.69M across 4.68M shares. That is +2.3% by share count (+105.67K shares) versus the previous quarter, while reported value moved +4.7%. Ownership is concentrated: the five largest holders account for 99.7% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
KIO is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.00M | $33.74M | 0.00% | Add |
| UBS Group AG history | 646.65K | $7.28M | 0.00% | Reduce |
| Wells Fargo & Co history | 548.46K | $6.18M | 0.00% | Reduce |
| Bank of America Corp history | 348.01K | $3.92M | 0.00% | Add |
| Invesco Ltd history | 125.90K | $1.42M | 0.00% | Reduce |
| BlackRock Inc history | 13.65K | $153.75K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 230 | $2.60K | 0.00% | New |
| Citigroup Inc history | 1 | $11 | 0.00% | Hold |
Q1 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.75M | $30.20M | 0.00% | Add |
| UBS Group AG history | 660.46K | $7.27M | 0.00% | Add |
| Wells Fargo & Co history | 583.15K | $6.41M | 0.00% | Add |
| Bank of America Corp history | 341.92K | $3.76M | 0.00% | Add |
| Invesco Ltd history | 153.12K | $1.68M | 0.00% | Add |
| Balyasny Asset Management history | 76.04K | $836.46K | 0.00% | Reduce |
| BlackRock Inc history | 13.88K | $152.68K | 0.00% | Add |
| Citigroup Inc history | 1 | $11 | 0.00% | Hold |
Q4 2025 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.98M | $22.90M | 0.00% | Add |
| UBS Group AG history | 620.37K | $7.19M | 0.00% | Add |
| Wells Fargo & Co history | 571.10K | $6.62M | 0.00% | Add |
| Bank of America Corp history | 314.70K | $3.65M | 0.00% | Add |
| Balyasny Asset Management history | 303.00K | $3.51M | 0.01% | New |
| Invesco Ltd history | 118.55K | $1.37M | 0.00% | Reduce |
| Citadel Advisors history | 14.70K | $170.41K | 0.00% | New |
| BlackRock Inc history | 13.65K | $158.26K | 0.00% | New |
| JPMorgan Chase & Co history | 230 | $2.67K | 0.00% | Hold |
| Citigroup Inc history | 1 | $12 | 0.00% | Hold |
Q3 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.71M | $21.58M | 0.00% | Add |
| UBS Group AG history | 572.12K | $7.21M | 0.00% | Reduce |
| Wells Fargo & Co history | 530.64K | $6.69M | 0.00% | Add |
| Bank of America Corp history | 302.52K | $3.81M | 0.00% | Reduce |
| Invesco Ltd history | 130.41K | $1.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 230 | $2.90K | 0.00% | Hold |
| Citigroup Inc history | 1 | $13 | 0.00% | Hold |
Q2 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.52M | $19.07M | 0.00% | Add |
| Morgan Stanley history | 1.52M | $19.07M | 0.00% | Add |
| UBS Group AG history | 761.79K | $9.57M | 0.00% | Reduce |
| Bank of America Corp history | 340.40K | $4.28M | 0.00% | Add |
| Wells Fargo & Co history | 254.91K | $3.20M | 0.00% | Add |
| Invesco Ltd history | 138.66K | $1.74M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 230 | $2.89K | 0.00% | Hold |
| JPMorgan Chase & Co history | 230 | $2.89K | 0.00% | Hold |
| Citigroup Inc history | 1 | $13 | 0.00% | Hold |
Q1 2025 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.15M | $14.19M | 0.00% | Add |
| Morgan Stanley history | 1.15M | $14.19M | 0.00% | Add |
| UBS Group AG history | 895.31K | $11.00M | 0.00% | Add |
| Bank of America Corp history | 323.40K | $3.97M | 0.00% | Add |
| Wells Fargo & Co history | 211.24K | $2.60M | 0.00% | Add |
| Invesco Ltd history | 144.01K | $1.77M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 230 | $2.83K | 0.00% | Hold |
| JPMorgan Chase & Co history | 230 | $2.83K | 0.00% | Hold |
| Citigroup Inc history | 1 | $12 | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 230 sh · $2.60K
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 76.04K sh · $836.46K
Fund Position History — shares by quarter (top 10 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.00M | 2.75M | 1.98M | 1.71M | 1.52M | 1.15M | 999.02K | 944.99K | 1.17M | 1.22M | 973.54K | 1.27M | 1.20M | 1.12M | 496.47K | 471.83K | 490.04K | 863.11K | 734.79K | 654.92K |
| UBS Group AG | 646.65K | 660.46K | 620.37K | 572.12K | 761.79K | 895.31K | 644.17K | 598.26K | 609.34K | 622.09K | 624.98K | 652.77K | 739.22K | 756.34K | 488.57K | 424.48K | 465.72K | 408.86K | 390.77K | 367.16K |
| Wells Fargo & Co | 548.46K | 583.15K | 571.10K | 530.64K | 254.91K | 211.24K | 163.32K | 125.69K | 128.23K | 129.72K | 116.36K | 116.91K | 120.36K | 119.62K | 97.17K | 83.06K | 94.91K | 93.26K | 96.36K | 97.35K |
| Bank of America Corp | 348.01K | 341.92K | 314.70K | 302.52K | 340.40K | 323.40K | 287.89K | 279.36K | 321.77K | 364.09K | 300.67K | 285.72K | 253.70K | 232.25K | 153.59K | 125.14K | 86.93K | 71.75K | 75.24K | 71.70K |
| Invesco Ltd | 125.90K | 153.12K | 118.55K | 130.41K | 138.66K | 144.01K | 154.09K | 157.37K | 147.72K | 144.46K | 133.19K | 124.56K | 135.60K | 169.97K | 195.69K | 209.57K | 190.87K | 202.00K | 153.59K | 103.55K |
| BlackRock Inc | 13.65K | 13.88K | 13.65K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 230 | — | 230 | 230 | 230 | 230 | 230 | 230 | 230 | 296 | 12.87K | 1.05K | 123 | 6.36K | — | — | — | — | — | — |
| Citigroup Inc | 1 | 1 | 1 | 1 | 1 | 1 | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | — | — | 14.70K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | — | 76.04K | 303.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details