Who Owns KKR Income Opportunities Fund Stock?
NYSE: KIOFinancial ServicesAsset ManagementUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 26.20%
- Held by insiders
- 0.05%
- Institutional holders
- 105
- Institutions 26.2%
- Insiders 0.1%
- Public and other 73.7%
Who owns KKR Income Opportunities Fund stock?
Institutional investors own about 26.2% of KKR Income Opportunities Fund's shares, spread across 105 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.05% of KIO.
The largest institutional holders are Morgan Stanley (7.31%), Penserra Capital Management LLC (2.83%) and Guggenheim Capital, LLC (2.08%). Together, the top 10 institutions control 18.9% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their KIO positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of KIO
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Morgan Stanley | 3.00M | 7.31% | +9.2% |
| Penserra Capital Management LLC | 1.16M | 2.83% | +4.0% |
| Guggenheim Capital, LLC | 851.50K | 2.08% | +7.3% |
| UBS Group AG | 646.65K | 1.58% | -2.1% |
| Wells Fargo & Company | 548.46K | 1.34% | -6.0% |
| Janney Montgomery Scott LLC | 536.53K | 1.31% | +14.2% |
| Bank of America Corporation | 348.01K | 0.85% | +1.8% |
| LPL Financial LLC | 217.25K | 0.53% | +2.0% |
| Kovack Advisors, Inc. | 216.68K | 0.53% | +60.5% |
| Rareview Capital LLC | 198.86K | 0.49% | +10.1% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of KIO
| Fund | Shares | % Held |
|---|---|---|
| Amplify ETF Trust-Amplify CEF High Income ETF | 1.16M | 2.82% |
| Collaborative Investment Series TRT-RAREVIEW DYNAMIC FIXED INCOME ETF | 198.86K | 0.49% |
| Cohen & Steers Closed-End Opportunity Fund, Inc. | 87.78K | 0.21% |
| INVESTMENT MANAGERS SERIES TRUST-Robinson Opportunistic Income Fund | 51.79K | 0.13% |
| Invesco Exch-Trd Fd. TRT-Invesco Zacks Multi-Asset Income ETF | 49.11K | 0.12% |
| LoCorr Investment Trust-LoCorr Spectrum Income Fund | 44.18K | 0.11% |
| ETFis Series Trust I-Virtus Private Credit Strategy ETF | 38.34K | 0.09% |
| Modern Capital Funds Trust-Modern Capital Tactical Income Fund | 18.42K | 0.04% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 257 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 91 | 0.00% |
Frequently asked questions
Who is the largest shareholder of KKR Income Opportunities Fund?
Morgan Stanley is the largest institutional shareholder of KIO, owning 7.31% of shares outstanding (3.00M shares) as of its latest 13F filing.
What percentage of KKR Income Opportunities Fund is owned by institutions?
Institutions own about 26.2% of KIO shares and 26.2% of the public float.
How much of KKR Income Opportunities Fund do insiders own?
Insiders, such as officers and directors, own about 0.05% of KIO shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.