KKR Income Opportunities Fund Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of I73?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	9,435	0.0231%
Institutions	15,167,306	37.1%
General Public	25,686,973	62.9%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 50.7%.

Top Shareholders

Top 25 shareholders own 32.34% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.53%	Sit Investment Associates, Inc	2,260,825	€24.5m	0%	0.59%
2.82%	Morgan Stanley, Investment Banking and Brokerage Investments	1,153,257	€12.5m	15.7%	no data
2.19%	UBS Asset Management AG	895,306	€9.7m	39%	no data
1.96%	Landscape Capital Management, LLC	800,734	€8.7m	0%	0.81%
1.88%	Guggenheim Partners, LLC	767,716	€8.3m	35.2%	0.07%
1.8%	MetLife Investment Management, LLC	736,000	€8.0m	0%	0.04%
1.79%	1607 Capital Partners, LLC	729,483	€7.9m	0%	0.29%
1.66%	Voya Investment Management LLC	680,000	€7.4m	0%	0.01%
1.66%	Karpus Management Inc.	676,301	€7.3m	0%	0.26%
1.57%	First Trust Portfolios L.P.	643,554	€7.0m	0%	1.0%
1.47%	Allspring Global Investments, LLC	601,202	€6.5m	0%	0.01%
0.99%	Polar Asset Management Partners Inc.	403,595	€4.4m	0%	0.27%
0.85%	Penserra Capital Management LLC	347,991	€3.8m	-9.17%	0.08%
0.84%	Amplify Investments LLC	342,881	€3.7m	-1.47%	0.74%
0.78%	Merrill Lynch & Co. Inc., Banking Investments	320,604	€3.5m	12.9%	no data
0.73%	Advisors Asset Management, Inc.	297,205	€3.2m	-8.11%	0.07%
0.69%	Minnesota Life Insurance Co., Asset Management Arm	280,000	€3.0m	0%	16.62%
0.55%	Stifel Asset Management Corp.	225,883	€2.4m	23.7%	no data
0.52%	Wells Fargo & Company, Securities and Brokerage Investments	211,240	€2.3m	29.3%	no data
0.45%	Brighthouse Investment Advisers, LLC	184,000	€2.0m	0%	0.06%
0.38%	Capital Investment Advisors, LLC	155,563	€1.7m	-5.68%	0.04%
0.35%	Invesco Ltd.	144,007	€1.6m	-6.54%	no data
0.33%	Wolverine Asset Management, LLC	134,352	€1.5m	0%	0.12%
0.29%	Cambridge Investment Research Advisors, Inc.	118,474	€1.3m	3.38%	no data
0.26%	Joseph P. Lucia & Associates, LLC	104,840	€1.1m	0.52%	0.55%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/19 16:32
End of Day Share Price	2025/05/16 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

KKR Income Opportunities Fund is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.