UBS Group AG - KKR INCOME OPPORTUNITIES FD ownership

KKR INCOME OPPORTUNITIES FD's ticker is KIO and the CUSIP is 48249T106. A total of 54 filers reported holding KKR INCOME OPPORTUNITIES FD in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of KKR INCOME OPPORTUNITIES FD
ValueSharesWeighting
Q3 2023$7,807,117
-9.0%
652,769
-11.7%
0.00%0.0%
Q2 2023$8,582,390
+3.3%
739,224
-2.3%
0.00%0.0%
Q1 2023$8,304,558
+54.4%
756,335
+54.8%
0.00%
+50.0%
Q4 2022$5,379,111
+10.8%
488,566
+15.1%
0.00%0.0%
Q3 2022$4,856,000
-10.4%
424,478
-8.9%
0.00%0.0%
Q2 2022$5,421,000
-8.1%
465,718
+13.9%
0.00%0.0%
Q1 2022$5,900,000
-10.8%
408,856
+4.6%
0.00%0.0%
Q4 2021$6,612,000
+9.9%
390,771
+6.4%
0.00%0.0%
Q3 2021$6,015,000
+63.1%
367,162
+66.1%
0.00%
+100.0%
Q2 2021$3,687,000
+7.8%
221,011
+2.2%
0.00%0.0%
Q1 2021$3,421,000
+15.5%
216,263
+5.4%
0.00%0.0%
Q4 2020$2,961,000
+12.4%
205,210
+5.4%
0.00%0.0%
Q3 2020$2,634,000
+23.0%
194,636
+12.0%
0.00%0.0%
Q2 2020$2,141,000
-45.7%
173,796
-53.1%
0.00%
-50.0%
Q1 2020$3,946,000
-39.5%
370,191
-10.4%
0.00%0.0%
Q4 2019$6,522,000
-21.9%
413,312
-23.0%
0.00%
-33.3%
Q3 2019$8,356,000
-0.2%
536,701
+0.9%
0.00%0.0%
Q2 2019$8,371,000
+0.1%
532,152
-1.5%
0.00%0.0%
Q1 2019$8,364,000
+24.3%
540,336
+14.4%
0.00%0.0%
Q4 2018$6,729,000
-13.8%
472,199
-0.7%
0.00%0.0%
Q3 2018$7,807,000
-17.7%
475,725
-16.9%
0.00%
-25.0%
Q2 2018$9,483,000
+9.9%
572,624
+5.3%
0.00%0.0%
Q1 2018$8,632,000
-10.4%
543,600
-9.4%
0.00%0.0%
Q4 2017$9,630,000
+242.0%
600,031
+281.4%
0.00%
+300.0%
Q3 2017$2,816,000
-12.7%
157,317
-14.7%
0.00%
-50.0%
Q2 2017$3,226,000
+5.5%
184,428
+2.6%
0.00%0.0%
Q1 2017$3,058,000
+17.5%
179,769
+10.7%
0.00%
+100.0%
Q4 2016$2,603,000
-18.1%
162,397
-18.2%
0.00%
-50.0%
Q3 2016$3,180,000
+20.2%
198,505
+13.0%
0.00%0.0%
Q2 2016$2,646,000
-12.2%
175,729
-15.9%
0.00%0.0%
Q1 2016$3,012,000
+0.1%
209,059
-3.6%
0.00%0.0%
Q4 2015$3,009,000
-38.4%
216,942
-35.4%
0.00%
-33.3%
Q3 2015$4,887,000
-18.1%
335,686
-11.3%
0.00%
-25.0%
Q2 2015$5,965,000
+3.1%
378,491
+7.7%
0.00%0.0%
Q1 2015$5,784,000
+3.6%
351,364
+1.9%
0.00%0.0%
Q4 2014$5,581,000344,9310.00%
Other shareholders
KKR INCOME OPPORTUNITIES FD shareholders Q4 2017
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