KIO — KKR Income Opportunities Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on KIO
| date | signal | measured base rate |
|---|---|---|
| 2026-08-20 | Equal lows taken out structure | -0.64% over 21 days · t = -4.75 · n = 55,661 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2026-02-04 | Takao Justin Treasurer, CAO & CFO | Open-market sale | 5.0K | 11.71 | 58.5K |
| 2026-02-04 | Takao Justin Treasurer, CAO & CFO | Open-market sale | 1.4K | 11.65 | 16.5K |
| 2026-02-03 | Takao Justin Treasurer, CAO & CFO | Open-market sale | 7.4K | 11.72 | 86.7K |
| 2026-02-03 | Takao Justin Treasurer, CAO & CFO | Open-market sale | 7.3K | 11.71 | 85.6K |
| 2026-02-03 | Takao Justin Treasurer, CAO & CFO | Open-market sale | 100 | 11.73 | 1.2K |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| MORGAN STANLEY | 30.2M | 2.7M |
| GUGGENHEIM CAPITAL LLC | 8.7M | 793.6K |
| UBS Group AG | 7.3M | 660.5K |
| WELLS FARGO & COMPANY/MN | 6.4M | 583.1K |
| BANK OF AMERICA CORP /DE/ | 3.8M | 341.9K |
| Shaker Financial Services, LLC | 3.5M | 315.6K |
| Logan Stone Capital, LLC | 2.7M | 246.2K |
| LPL Financial LLC | 2.3M | 212.9K |
| Rareview Capital LLC | 2.3M | 180.6K |
| Karpus Management, Inc. | 1.9M | 168.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| 3 | 2026-07-14 | 2026-07-08 | on EDGAR ↗ |
| N-CSRS | 2026-06-25 | 2026-04-30 | on EDGAR ↗ |
| NPORT-P | 2026-06-24 | 2026-04-30 | on EDGAR ↗ |
| 40-APP/A | 2026-04-27 | — | on EDGAR ↗ |
| NPORT-P | 2026-03-23 | 2026-01-31 | on EDGAR ↗ |
| DEF 14A | 2026-02-13 | 2026-03-18 | on EDGAR ↗ |
| 4 | 2026-02-05 | 2026-02-03 | on EDGAR ↗ |
| 40-APP/A | 2026-01-27 | — | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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