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EHI

Western Asset Global High Income Fund

40 hedge funds and large institutions have $23.1M invested in Western Asset Global High Income Fund in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.35% more ownership

Funds ownership: 14.07%14.43% (+0.35%)

5% less funds holding

Funds holding: 4240 (-2)

15% less capital invested

Capital invested by funds: $27.1M → $23.1M (-$3.97M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
PFS Partners
New Jersey
$62.6K -$1.33K -173 -2%
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$58K +$63.3K +8,250 New
LWP
28
Lumature Wealth Partners
Georgia
$35K -$199K -26,000 -84%
HI
29
Harbour Investments
Wisconsin
$22K +$23.9K +3,118 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$21K +$23K +3,000 New
BAM
31
Bellevue Asset Management
Washington
$19K
AF
32
Allworth Financial
California
$14K
GRP
33
Global Retirement Partners
California
$11K
JPLA
34
Joseph P. Lucia & Associates
New York
$9K
APA
35
American Portfolios Advisors
New York
$5.29K
FIA
36
FNY Investment Advisers
New York
$4K
SPIA
37
Steward Partners Investment Advisory
New York
$4K
DSC
38
Duncker Streett & Co
Missouri
$2K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1K
CS
40
Credit Suisse
Switzerland
$1K +$698 +91 New
WAM
41
Wolverine Asset Management
Illinois
-$112K -13,295 Closed
LCM
42
Landscape Capital Management
New Jersey
-$90K -10,604 Closed
FAG
43
Fortitude Advisory Group
Washington
-$45K -5,300 Closed
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
-$7K -812 Closed
MCC
45
Money Concepts Capital
Florida
-$6K -700 Closed

EHI Hedge Fund Activity: Q2 2022 in Review

40 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q2 2022, worth a combined $23.1M — down 15% from $27.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of EHI and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Sit Investment Associates, adding an estimated $563K. The largest seller was Shaker Financial Services, cutting an estimated $225K.

  • 40 institutional investors held Western Asset Global High Income Fund (EHI) as of Q2 2022, down from 42 in Q1 2022.
  • Funds reported $23.1M of Western Asset Global High Income Fund stock for Q2 2022, down 15% quarter-over-quarter.
  • 4 funds opened new Western Asset Global High Income Fund positions in Q2 2022 and 6 closed out, a net change of -2 holders.
  • The largest Western Asset Global High Income Fund buyer in Q2 2022 was Sit Investment Associates, an estimated $563K added.
  • The largest Western Asset Global High Income Fund seller in Q2 2022 was Shaker Financial Services, an estimated $225K sold.

Based on aggregated 13F filings for Q2 2022.