Mariner
HIO

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

Mariner’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 		$98.5K Buy
27,837
+5,693
+26% +$21.2K ﹤0.01% 3328
2025
Q4 		$82.2K Buy
22,144
+192
+0.9% +$727 ﹤0.01% 3358
2025
Q3 		$84.3K Sell
21,952
-7,628
-26% -$30.3K ﹤0.01% 3392
2025
Q2 		$118K Buy
29,580
+14,440
+95% +$55.5K ﹤0.01% 3206
2025
Q1 		$60.3K Buy
15,140
+1,560
+11% +$6.24K ﹤0.01% 3276
2024
Q4 		$53.4K Sell
13,580
-42,052
-76% -$167K ﹤0.01% 3282
2024
Q3 		$225K Sell
55,632
-11,580
-17% -$45.5K ﹤0.01% 2832
2024
Q2 		$256K Buy
67,212
+12,412
+23% +$47K ﹤0.01% 2576
2024
Q1 		$214K Sell
54,800
-237
-0.4% -$934 ﹤0.01% 2715
2023
Q4 		$212K Buy
55,037
+237
+0.4% +$885 ﹤0.01% 2646
2023
Q3 		$199K Buy
+54,800
New +$208K ﹤0.01% 2507

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

Mariner's HIO Position: Q1 2026 in Review

Mariner increased its Western Asset High Income Opportunity Fund (HIO) stake by 26% in Q1 2026, buying an estimated $21.2K and bringing the position to 27,837 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

Mariner first reported a position in HIO in Q3 2023 and has held it in 11 quarters since. The position peaked at $256K in Q2 2024. 119 funds tracked by Wall St. Rank hold HIO as of Q1 2026.

  • Mariner held 27,837 shares of Western Asset High Income Opportunity Fund worth $98.5K as of Q1 2026.
  • Mariner bought 5,693 Western Asset High Income Opportunity Fund shares in Q1 2026, an estimated $21.2K.
  • Western Asset High Income Opportunity Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #3328 holding.
  • Mariner first reported a position in Western Asset High Income Opportunity Fund in Q3 2023 and has held it in 11 quarters since.
  • Mariner's Western Asset High Income Opportunity Fund position peaked at $256K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held Western Asset High Income Opportunity Fund as of Q1 2026.

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