MG
HIO

Marex Group’s Western Asset High Income Opportunity Fund HIO Stock Holding History

Marex Group’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
Q1 		– Sell
-67,142
Closed -$249K – 1126
2025
Q4 		$249K Sell
67,142
-22,725
-25% -$86.1K ﹤0.01% 774
2025
Q3 		$345K Buy
+89,867
New +$357K ﹤0.01% 591

Other funds holding HIO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $171M AUM 7.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marex Group's HIO Position: Q1 2026 in Review

Marex Group sold out of Western Asset High Income Opportunity Fund (HIO) in Q1 2026, closing a stake of 67,142 shares — an estimated $249K sold.

Marex Group first reported a position in HIO in Q3 2025 and held it in 2 quarters. The position peaked at $345K in Q3 2025. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Marex Group reported no remaining Western Asset High Income Opportunity Fund position as of Q1 2026 after selling out during the quarter.
  • Marex Group sold 67,142 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $249K.
  • Marex Group first reported a position in Western Asset High Income Opportunity Fund in Q3 2025 and held it in 2 quarters.
  • Marex Group's Western Asset High Income Opportunity Fund position peaked at $345K in Q3 2025.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

Based on Marex Group's 13F filing for Q1 2026, filed 13 May 2026.