Stocks With The Most
New Fund Positions

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
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Name Net new
positions 		New positions Closed positions Return since
31 Dec ‘23
1976
0 6 6 50.1%
1977
0 4 4 20.9%
1978
0 4 4 13.5%
OBT icon
1979
Orange County Bancorp
OBT
$477M
0 3 3 18%
1980
0 4 4 18.1%
1981
0 8 8 43.8%
1982
0 6 6 3.46%
1983
0 6 6 76.9%
1984
0 7 7 28.7%
1985
0 5 5 3.4%
HIX
1986
Western Asset High Income Fund II
HIX
$355M
0 7 7 20.6%
1987
0 10 10 188%
1988
0 14 14 459%
1989
0 4 4 48.1%
1990
0 6 6 39.5%
1991
0 2 2 6.65%
1992
0 3 3 159%
1993
0 6 6 19.9%
1994
0 3 3 24.2%
1995
0 3 3 0.55%
1996
0 5 5 110%
1997
0 1 1 299%
1998
0 3 3 298%
1999
0 4 4 21.7%
2000
0 4 4 174%
78 79
80
81 82