KKR Income Opportunities Fund

-

Stock Issuer and Owners

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
KKR Income Opportunities Fund
TickerKIO
CIK #0001515940
CUSIP48249T106
Sector -
Address555 California Street 50th Floor, San Francisco, CA 94104
Source [EDGAR]
CIK Filing 2011 - 2025
[0001515940] 3
[0001515940] 4
[0001515940] 8-K
[0001515940] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
SIT Investment Associates Inc KKR Income Opportunities Fund [2025-04-02] 0.0
Minnesota Life Insurance Co /BD KKR Income Opportunities Fund [2020-02-12] 14.0
Voya Financial Inc KKR Income Opportunities Fund [2019-10-21] 34.0
First Trust Portfolios LP KKR Income Opportunities Fund [2015-01-09] 10.49
Morgan Stanley KKR Income Opportunities Fund [2014-02-10] 6.4
Form 3/4/5 Filer 2011 - 2025
KKR Income Opportunities Fund
Levy Tobin V
Perez-Berkeley Lourdes
Pimentel Rudy
Mogelof Eric J
Cahill Michael E
Sheldon Christopher A
Lane Jeremiah S
Hoffman Lori
O'Donnell-Butner Annette
Donohoe Suzanne
Sidamon-Eristoff Catherine B.
Minnesota Life Insurance Co /BD
VOYA RETIREMENT INSURANCE & ANNUITY Co
Reliastar Life Insurance Co
Voya Holdings, Inc.
Voya Financial, Inc.
Nguyen Michael H.
Davidson Philip
KKR Credit Advisors (US) LLC
Horton Shannon
Chagan Roshan
Macarchuk Nicole J
McFerran Michael R
Zlot Jeffrey L
Form 13F Holdings
Firm Period DFND Voting Shares
Morgan Stanley [2025-06-30] DFND 26,502 1,518,336
UBS Group AG [2025-06-30] DFND 190,951 761,792
Guggenheim Capital LLC [2025-06-30] DFND 0 721,159
1607 Capital Partners LLC [2025-06-30] SOLE 575,652 575,652
Karpus Management Inc [2025-06-30] SOLE 571,401 571,401
Polar Asset Management Partners Inc [2025-06-30] SOLE 416,151 416,151
Bank of America Corp /DE/ [2025-06-30] DFND 0 340,398
Advisors Asset Management Inc [2025-06-30] SOLE 281,583 281,583
Wells Fargo & Company/MN [2025-06-30] DFND 2 254,905
Stifel Financial Corp [2025-06-30] DFND 126,925 240,140
Landscape Capital Management LLC [2025-06-30] DFND 239,453 239,453
Rareview Capital LLC [2025-06-30] SOLE 171,844 171,844
Capital Investment Advisors LLC [2025-06-30] SOLE 154,220 154,220
Invesco Ltd. [2025-06-30] DFND 0 138,655
Royal Bank of Canada [2025-06-30] DFND 131,652 131,652
Rockefeller Capital Management L.P. [2025-06-30] DFND 127,334 127,334
LPL Financial LLC [2025-06-30] SOLE 0 113,008
Kovack Advisors Inc [2025-06-30] SOLE 0 111,315
Joseph P Lucia & Associates LLC [2025-06-30] SOLE 0 111,051
Ballast Inc [2025-06-30] SOLE 0 111,051
Raymond James Financial Inc [2025-06-30] DFND 0 108,124
Allspring Global Investments Holdings, LLC [2025-06-30] DFND 72,429 107,639
Cambridge Investment Research Advisors Inc [2025-06-30] SOLE 0 94,781
JW Cole Advisors Inc [2025-06-30] SOLE 0 87,051
Strategic Advocates LLC [2025-06-30] SOLE 82,464 82,465
Landscape Capital Management LLC [2025-06-30] SOLE 78,671 78,671
StoneX Group Inc. [2025-06-30] DFND 0 75,885
Virtus Investment Advisers, LLC [2025-06-30] OTR 0 73,626
Robinson Capital Management LLC [2025-06-30] SOLE 0 52,089
Cetera Investment Advisers [2025-06-30] SOLE 0 51,448
Prev | Page 1 | Next
Terms | Privacy | Guide
tony@aum13f.com