Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kkr Income Opportunities Fd (KIO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
45%

Smart Money Signals — KIO

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

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their KIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

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 buying51 selling
Last quarter: 51 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 → 14 → 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%
Shares
+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 → 14 → 15 new funds/Q
New funds entering each quarter: 20 → 12 → 14 → 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
12 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — KIO

In 2026 Q1, 41 hedge funds were net buyers of KIO (15 opened a new position, 26 added to an existing one), while 51 reduced or exited (35 trimmed, 16 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 57% of total institutional value in KIO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 92.

Hedge Fund Ownership: KIO

How many hedge funds hold KIO — quarterly history vs. share price
Quarterly hedge fund ownership of KIO vs. share price

Market Analysis: KIO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KIO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: KIO
2026 Q2 Stats Unlock in 2 days 92 + Investors

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

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

Statistics: KIO

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Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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 1.75% 143,556 $1.6M
2 Rareview Capital LLC 1.40% 198,863 $2.5M
3 Shaker Financial Services, LLC 0.62% 175,575 $2.0M
4 Joseph P. Lucia & Associates, LLC 0.34% 100,022 $1.1M
5 Robinson Capital Management, LLC 0.26% 52,154 $587K
6 Total Wealth Planning & Management, Inc. 0.22% 29,238 $329K
7 Carnegie Lake Advisors LLC 0.18% 42,874 $483K
8 Kovack Advisors, Inc. 0.12% 216,679 $2.5M
9 Rik Saylor Financial, INC. 0.12% 15,785 $178K
10 Virtus Investment Advisers, LLC 0.10% 38,341 $432K
11 Uncommon Cents Investing LLC 0.08% 32,785 $369K
12 Fortitude Advisory Group L.L.C. 0.07% 16,066 $181K
13 Plotkin Financial Advisors, LLC 0.06% 12,938 $146K
14 Guggenheim Capital LLC 0.06% 851,503 $9.6M
15 Karpus Management, Inc. 0.05% 162,934 $1.8M
16 WealthTrust Axiom LLC 0.05% 20,889 $235K
17 Aviance Capital Partners, LLC 0.05% 41,051 $462K
18 Bramshill Investments, LLC 0.04% 47,659 $537K
19 Herold Advisors, Inc. 0.03% 14,440 $163K
20 Gator Capital Management, LLC 0.03% 11,102 $125K
21 Capital Investment Advisors, LLC 0.02% 135,975 $1.5M
22 J.W. Cole Advisors, INC. 0.02% 101,737 $1.1M
23 SeaCrest Wealth Management, LLC 0.02% 15,682 $177K
24 PFG Investments, LLC 0.02% 43,469 $489K
25 Graves Light Lenhart Wealth, Inc. 0.01% 13,728 $155K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their KIO positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KIO?

More sellers than buyers — 45% buying: Last quarter: 51 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: 12 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.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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