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EHI

Western Asset Global High Income Fund
EHI

59 hedge funds and large institutions have $190M invested in Western Asset Global High Income Fund in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 9 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

16% more funds holding

Funds holding: 51 → 59 (+8)

9% more capital invested

Capital invested by funds: $175M → $190M (+$15.3M)

1.87% more ownership

Funds ownership: 42.83% → 44.7% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

47% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 17

Holders
59
Holders Change
+8
Holders Change %
+15.69%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
9
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$4.59M
2
SIA
Sit Investment Associates
Minnesota
+$2.14M
3
YCM
Yakira Capital Management
Connecticut
+$1.55M
4
CCP
Clough Capital Partners
Massachusetts
+$1.37M
5
CL
CSS LLC
Illinois
+$841K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.61M
2
PPA
Parametric Portfolio Associates
Washington
-$1.02M
3
AAM
Advisors Asset Management
Colorado
-$1M
4
IA
Icon Advisers
Colorado
-$410K
5
GC
Guggenheim Capital
Illinois
-$147K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$358K +$362K +37,095 New
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$357K – – –
AC
28
Almitas Capital
California
$277K – – –
KAS
29
Kestra Advisory Services
Texas
$211K +$213K +21,901 New
WAM
30
Wolverine Asset Management
Illinois
$199K +$202K +20,702 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$179K +$838 +86 +0.5%
LCS
32
Levin Capital Strategies
New York
$176K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$146K -$9.6K -985 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$130K +$10.6K +1,085 +9%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$114K +$115K +11,800 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$110K – – –
FAAS
37
First Allied Advisory Services
California
$107K -$7.4K -759 -6%
BPB
38
Badgley, Phelps & Bell
Washington
$104K +$105K +10,772 New
GLLW
39
Graves Light Lenhart Wealth
Virginia
$103K – – –
LNC
40
Lincoln National Corp
Pennsylvania
$96K +$97.5K +10,003 New
LC
41
Lindbrook Capital
California
$63K +$63.4K +6,500 New
TPWA
42
TRUE Private Wealth Advisors
Oregon
$38K -$10.4K -1,063 -21%
APA
43
American Portfolios Advisors
New York
$28.9K – – –
BAM
44
Bellevue Asset Management
Washington
$26K – – –
Barclays
45
Barclays
United Kingdom
$22K +$20.6K +2,118 New
WT
46
Washington Trust
Rhode Island
$19K +$19.5K +2,000 New
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$16K +$16.6K +1,700 New
DSC
48
Duncker Streett & Co
Missouri
$7K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$7K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$6K – – –
1
2
3

EHI Hedge Fund Activity: Q3 2020 in Review

59 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q3 2020, worth a combined $190M — up 8.8% from $175M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new EHI positions and 8 closed out — a net gain of 8 holders — while 9 added to existing stakes and 17 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $4.59M. The largest seller was Invesco, cutting an estimated $1.61M.

  • 59 institutional investors held Western Asset Global High Income Fund (EHI) as of Q3 2020, up from 51 in Q2 2020.
  • Funds reported $190M of Western Asset Global High Income Fund stock for Q3 2020, up 8.8% quarter-over-quarter.
  • 16 funds opened new Western Asset Global High Income Fund positions in Q3 2020 and 8 closed out, a net change of +8 holders.
  • The largest Western Asset Global High Income Fund buyer in Q3 2020 was Rivernorth Capital Management, an estimated $4.59M added.
  • The largest Western Asset Global High Income Fund seller in Q3 2020 was Invesco, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2020.