Kkr Income Opportunities Fd (KIO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Kkr Income Opportunities Fd (KIO) following the 2026 Q1 hedge fund 13F filings?

As of today, KIO has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -94.5%. Since the quarter end (March 31, 2026), KIO gained +1.9% vs +126.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Kkr Income Opportunities Fd (KIO)

92 + Investors. Track Smart Money conviction in KIO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — KIO

Based on 92 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (97% of max)

97% of all-time peak

92 hedge funds hold KIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

41 buying50 selling

Last quarter: 50 funds reduced or exited vs 41 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 20 → 12 → 13 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 37% medium ■ 20% new

40 out of 92 hedge funds have held KIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +3%, value -20%

Value

-19%

+3%

Last quarter: funds added +3% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~15 new funds/quarter

28 → 20 → 12 → 13 → 15 new funds/Q

New funds entering each quarter: 20 → 12 → 13 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 45% veterans vs 43% newcomers

■ 45% veterans ■ 12% 1-2yr ■ 43% new

Entry-cohort mix of 92 holders: 41 (45%) are 2+ year veterans, 11 entered 1–2 years ago, and 40 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds

11 of 92 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in KIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

out of 10

Low Exit Risk

Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	92	92	-
13F Shares	10M	10M	3.2%
Total Value	$93M	$116M	-19.89%
New Positions	15	13	+2
Increased Positions	26	36	-10
Closed Positions	15	16	-1
Reduced Positions	35	27	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

13F Shares

10M

3.2%

Total Value

$93M

$116M

-19.89%

New Positions

Increased Positions

-10

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KIO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 KIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Significant Wealth Partners LLC	1.91%	141,149	$1.6M
2	Rareview Capital LLC	1.33%	180,612	$2.3M
3	Shaker Financial Services, LLC	1.21%	315,638	$3.5M
4	Logan Stone Capital, LLC	0.75%	246,200	$2.7M
5	Joseph P. Lucia & Associates, LLC	0.39%	99,034	$1.1M
6	Robinson Capital Management, LLC	0.25%	52,154	$590K
7	Total Wealth Planning & Management, Inc.	0.21%	25,654	$282K
8	Carnegie Lake Advisors LLC	0.19%	43,124	$474K
9	Virtus Investment Advisers, LLC	0.15%	48,573	$534K
10	Rik Saylor Financial, INC.	0.13%	15,832	$174K
11	Uncommon Cents Investing LLC	0.08%	33,085	$364K
12	Fortitude Advisory Group L.L.C.	0.08%	16,066	$177K
13	Kovack Advisors, Inc.	0.08%	135,026	$1.5M
14	Plotkin Financial Advisors, LLC	0.07%	12,938	$142K
15	Cooper/Haims Advisors, LLC	0.07%	13,306	$146K
16	Guggenheim Capital LLC	0.07%	793,562	$8.7M
17	WealthTrust Axiom LLC	0.06%	21,953	$241K
18	Karpus Management, Inc.	0.06%	168,693	$1.9M
19	Aviance Capital Partners, LLC	0.05%	39,986	$440K
20	Bramshill Investments, LLC	0.04%	47,137	$519K
21	Gill Capital Partners, LLC	0.04%	11,125	$122K
22	Herold Advisors, Inc.	0.03%	12,018	$132K
23	Gator Capital Management, LLC	0.02%	11,102	$122K
24	Capital Investment Advisors, LLC	0.02%	140,325	$1.5M
25	Anfield Capital Management, LLC	0.02%	7,911	$87K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Kkr Income Opportunities Fd (KIO)

What does the Smart Money Trend signal show for KIO?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for KIO?

More sellers than buyers — 45% buying: Last quarter: 50 funds reduced or exited vs 41 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for KIO holders?

Elite ownership — 57% AUM from top-100 funds: 11 of 92 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in KIO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KIO?

43% of holders stayed for 2+ years: 40 out of 92 hedge funds have held KIO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Kkr Income Opportunities Fd (KIO) following the 2026 Q1 hedge fund 13F filings?

As of today, KIO has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.0% for the XLF sector ETF — an outperformance of -94.5%. Since the quarter end (March 31, 2026), KIO has gained +1.9% vs +126.4% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Kkr Income Opportunities Fd (KIO)

Smart Money Signals — KIO

No change last quarter

At the ownership peak (97% of max)

Steady growth — +15% more funds vs a year ago

More sellers than buyers — 45% buying

Steady new buyers — ~15 new funds per quarter

43% of holders stayed for 2+ years

Buying through price weakness — shares +3%, value -20%

Steady discovery — ~15 new funds/quarter

Veteran-anchored — 45% veterans vs 43% newcomers

Elite ownership — 57% AUM from top-100 funds

Institutional Sentiment Summary — KIO

Hedge Fund Ownership: KIO

Market Analysis: KIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: KIO

Is It Too Late to Buy Kkr Income Opportunities Fd (KIO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: KIO

Statistics: KIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Kkr Income Opportunities Fd (KIO)

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