HP
HIO

Hyperion Partners’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Hyperion Partners’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
2024
Q3 		$45.5K Buy
11,233
+300
+3% +$1.18K 0.03% 72
2024
Q2 		$41.7K Buy
10,933
+299
+3% +$1.13K 0.03% 70
2024
Q1 		$41.5K Buy
10,634
+285
+3% +$1.12K 0.03% 70
2023
Q4 		$39.9K Buy
10,349
+289
+3% +$1.08K 0.03% 64
2023
Q3 		$36.6K Buy
+10,060
New +$38.2K 0.03% 64
2023
Q1 		– Sell
-12,000
Closed -$47.4K – 66
2022
Q4 		$47.4K Buy
+12,000
New +$46.2K 0.05% 62

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Hyperion Partners's HIO Position: Q3 2024 in Review

Hyperion Partners increased its Western Asset High Income Opportunity Fund (HIO) stake by 2.7% in Q3 2024, buying an estimated $1.18K and bringing the position to 11,233 shares worth $45.5K. The position accounts for 0.03% of the portfolio, ranked #72.

Hyperion Partners first reported a position in HIO in Q4 2022 and has held it in 6 quarters since. The position peaked at $47.4K in Q4 2022. 98 funds tracked by Wall St. Rank hold HIO as of Q3 2024.

  • Hyperion Partners held 11,233 shares of Western Asset High Income Opportunity Fund worth $45.5K as of Q3 2024.
  • Hyperion Partners bought 300 Western Asset High Income Opportunity Fund shares in Q3 2024, an estimated $1.18K.
  • Western Asset High Income Opportunity Fund made up 0.03% of Hyperion Partners's portfolio in Q3 2024, its #72 holding.
  • Hyperion Partners first reported a position in Western Asset High Income Opportunity Fund in Q4 2022 and has held it in 6 quarters since.
  • Hyperion Partners's Western Asset High Income Opportunity Fund position peaked at $47.4K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.