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EHI

Western Asset Global High Income Fund
EHI

42 hedge funds and large institutions have $27.1M invested in Western Asset Global High Income Fund in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

8% more funds holding

Funds holding: 39 → 42 (+3)

1.34% more ownership

Funds ownership: 12.73% → 14.07% (+1.3%)

7% less capital invested

Capital invested by funds: $29.2M → $27.1M (-$2.17M)

Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.03M
2
SFS
Shaker Financial Services
Virginia
+$435K
3
Cohen & Steers
Cohen & Steers
New York
+$340K
4
LWP
Lumature Wealth Partners
Georgia
+$278K
5
GC
Guggenheim Capital
Illinois
+$273K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$657K
2
Invesco
Invesco
Georgia
-$481K
3
Morgan Stanley
Morgan Stanley
New York
-$152K
4
Ameriprise
Ameriprise
Minnesota
-$142K
5
JPLA
Joseph P. Lucia & Associates
New York
-$89.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$97K – – –
GLLW
27
Graves Light Lenhart Wealth
Virginia
$91K – – –
LCM
28
Landscape Capital Management
New Jersey
$90K -$14.4K -1,612 -13%
PP
29
PFS Partners
New Jersey
$76.6K +$10.2K +1,135 +14%
FAG
30
Fortitude Advisory Group
Washington
$45K – – –
BAM
31
Bellevue Asset Management
Washington
$23K – – –
AF
32
Allworth Financial
California
$17K – – –
JPLA
33
Joseph P. Lucia & Associates
New York
$11K -$89.8K -10,026 -89%
GRP
34
Global Retirement Partners
California
$11K – – –
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$7K – – –
APA
36
American Portfolios Advisors
New York
$6.35K – – –
MCC
37
Money Concepts Capital
Florida
$6K +$6.27K +700 New
SPIA
38
Steward Partners Investment Advisory
New York
$5K – – –
FIA
39
FNY Investment Advisers
New York
$5K +$6.27K +700 New
DSC
40
Duncker Streett & Co
Missouri
$2K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$2K – – –
AAM
42
Advisors Asset Management
Colorado
– -$657K -65,022 Closed
Fidelity Investments
43
Fidelity Investments
Massachusetts
– +$9 +1 +100%
1
2

EHI Hedge Fund Activity: Q1 2022 in Review

42 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q1 2022, worth a combined $27.1M — down 7.4% from $29.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EHI positions and 2 closed out — a net gain of 4 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.03M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $657K sold.

  • 42 institutional investors held Western Asset Global High Income Fund (EHI) as of Q1 2022, up from 39 in Q4 2021.
  • Funds reported $27.1M of Western Asset Global High Income Fund stock for Q1 2022, down 7.4% quarter-over-quarter.
  • 6 funds opened new Western Asset Global High Income Fund positions in Q1 2022 and 2 closed out, a net change of +4 holders.
  • The largest Western Asset Global High Income Fund buyer in Q1 2022 was Sit Investment Associates, an estimated $2.03M added.
  • The largest Western Asset Global High Income Fund seller in Q1 2022 was Advisors Asset Management, an estimated $657K sold.

Based on aggregated 13F filings for Q1 2022.