Shaker Financial Services, LLC - KKR INCOME OPPORTUNITIES FD ownership

KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 46 filers reported holding KKR INCOME OPPORTUNITIES FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Shaker Financial Services, LLC ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$365,761
+126.3%
30,582
+107.8%
0.17%
+139.4%
Q1 2023$161,604
-88.8%
14,718
-88.8%
0.07%
-89.5%
Q4 2022$1,444,611
-35.1%
131,209
-32.6%
0.68%
-38.5%
Q3 2022$2,227,000
-1.0%
194,705
+0.8%
1.10%
+0.5%
Q2 2022$2,249,000
+114.0%
193,194
+165.3%
1.09%
+176.3%
Q1 2022$1,051,000
-44.2%
72,818
-34.5%
0.40%
-40.5%
Q4 2021$1,882,000
-2.3%
111,233
-5.4%
0.66%
-13.7%
Q3 2021$1,927,000
+391.6%
117,623
+400.7%
0.77%
+431.7%
Q2 2021$392,000
+35.2%
23,494
+28.2%
0.14%
+26.1%
Q1 2021$290,000
-87.7%
18,321
-88.8%
0.12%
-88.3%
Q4 2020$2,365,000
+975.0%
163,899
+907.8%
0.99%
+735.6%
Q3 2020$220,000
-90.8%
16,263
-91.6%
0.12%
-91.0%
Q2 2020$2,379,000
+138.1%
193,075
+106.0%
1.31%
+94.7%
Q1 2020$999,000
+121.5%
93,746
+223.6%
0.68%
+193.5%
Q3 2019$451,000
-58.4%
28,973
-58.0%
0.23%
-59.2%
Q2 2019$1,085,000
-48.7%
68,981
-49.6%
0.56%
-47.4%
Q1 2019$2,117,000
-48.6%
136,760
-52.6%
1.07%
-53.9%
Q4 2018$4,115,000
+171.1%
288,747
+212.2%
2.32%
+219.1%
Q3 2018$1,518,000
-47.1%
92,480
-48.8%
0.73%
-47.5%
Q1 2018$2,870,000
+134.3%
180,740
+136.7%
1.39%
+139.4%
Q4 2017$1,225,000
+211.7%
76,353
+240.1%
0.58%
+162.0%
Q2 2017$393,000
-52.8%
22,447
-54.1%
0.22%
-53.2%
Q1 2017$832,000
-68.3%
48,894
-70.1%
0.47%
-69.6%
Q4 2016$2,623,000
+69.2%
163,619
+69.2%
1.55%
+52.9%
Q3 2016$1,550,000
+77.8%
96,728
+67.0%
1.02%
+67.9%
Q2 2016$872,000
-60.4%
57,930
-62.1%
0.60%
-62.2%
Q1 2016$2,203,000
-27.2%
152,870
-30.0%
1.60%
-23.8%
Q4 2015$3,027,000
+80.6%
218,238
+89.6%
2.10%
+67.2%
Q3 2015$1,676,000
-8.5%
115,121
-1.0%
1.26%
+10.0%
Q2 2015$1,832,000
+52.5%
116,226
+59.3%
1.14%
+52.9%
Q1 2015$1,201,000
-18.7%
72,951
-20.1%
0.75%
-21.0%
Q4 2014$1,477,000
+461.6%
91,276
+500.6%
0.94%
+455.9%
Q3 2014$263,000
-87.9%
15,197
-87.0%
0.17%
-87.1%
Q2 2014$2,175,000
-15.9%
116,624
-19.4%
1.32%
-22.1%
Q1 2014$2,585,000
+688.1%
144,763
+693.2%
1.70%
+644.7%
Q4 2013$328,00018,2500.23%
Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q4 2021
NameSharesValueWeighting ↓
SAGE RHINO CAPITAL LLC 235,852$3,403,0001.34%
Joseph P. Lucia & Associates, LLC 115,444$1,666,0001.16%
Shaker Financial Services, LLC 163,899$2,365,0000.99%
Highlander Capital Management, LLC 64,252$927,0000.52%
Vanguard Capital Wealth Advisors 33,400$481,0000.44%
1776 Wealth LLC 41,261$595,0000.37%
ROBINSON CAPITAL MANAGEMENT, LLC 39,476$571,0000.32%
Summit X, LLC 40,766$587,0000.17%
Virtus ETF Advisers LLC 28,471$411,0000.17%
SIT INVESTMENT ASSOCIATES INC 420,519$6,068,0000.16%
View complete list of KKR INCOME OPPORTUNITIES FD shareholders