BCA
HIO

Bay Colony Advisors’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Bay Colony Advisors’s Portfolio HIO Stock Details HIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
41,770
+1,025
+3% +$3.74K 0.02% 479
2026
Q1 		$148K Buy
40,745
+981
+2% +$3.65K 0.02% 477
2025
Q4 		$148K Sell
39,764
-4,487
-10% -$17K 0.02% 486
2025
Q3 		$170K Buy
44,251
+1,008
+2% +$4K 0.02% 489
2025
Q2 		$172K Buy
43,243
+1,047
+2% +$4.02K 0.02% 449
2025
Q1 		$169K Sell
42,196
-561
-1% -$2.25K 0.03% 419
2024
Q4 		$168K Buy
42,757
+5,137
+14% +$20.4K 0.02% 429
2024
Q3 		$152K Buy
37,620
+929
+3% +$3.65K 0.02% 409
2024
Q2 		$140K Buy
36,691
+923
+3% +$3.5K 0.02% 404
2024
Q1 		$139K Buy
35,768
+6,778
+23% +$26.7K 0.02% 383
2023
Q4 		$112K Buy
28,990
+3,967
+16% +$14.8K 0.02% 372
2023
Q3 		$91.1K Buy
25,023
+2,632
+12% +$9.99K 0.02% 328
2023
Q2 		$84.6K Buy
22,391
+9,787
+78% +$37.1K 0.02% 336
2023
Q1 		$47.6K Buy
+12,604
New +$50.1K 0.01% 330

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Bay Colony Advisors's HIO Position: Q2 2026 in Review

Bay Colony Advisors increased its Western Asset High Income Opportunity Fund (HIO) stake by 2.5% in Q2 2026, buying an estimated $3.74K and bringing the position to 41,770 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #479.

Bay Colony Advisors first reported a position in HIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $172K in Q2 2025. 112 funds tracked by Wall St. Rank hold HIO as of Q2 2026.

  • Bay Colony Advisors held 41,770 shares of Western Asset High Income Opportunity Fund worth $152K as of Q2 2026.
  • Bay Colony Advisors bought 1,025 Western Asset High Income Opportunity Fund shares in Q2 2026, an estimated $3.74K.
  • Western Asset High Income Opportunity Fund made up 0.02% of Bay Colony Advisors's portfolio in Q2 2026, its #479 holding.
  • Bay Colony Advisors first reported a position in Western Asset High Income Opportunity Fund in Q1 2023 and has held it in 14 quarters since.
  • Bay Colony Advisors's Western Asset High Income Opportunity Fund position peaked at $172K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.