We are live on ! Find out more
EHI

Western Asset Global High Income Fund
EHI

46 hedge funds and large institutions have $20.5M invested in Western Asset Global High Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 43 → 46 (+3)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

1.34% less ownership

Funds ownership: 15.7% → 14.36% (-1.3%)

15% less capital invested

Capital invested by funds: $24.2M → $20.5M (-$3.72M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
10
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.53M
2
Ameriprise
Ameriprise
Minnesota
+$452K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$221K
4
Osaic Holdings
Osaic Holdings
Arizona
+$141K
5
HF
HRT Financial
New York
+$87.2K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.83M
2
SIA
Sit Investment Associates
Minnesota
-$1.37M
3
Invesco
Invesco
Georgia
-$599K
4
Cohen & Steers
Cohen & Steers
New York
-$519K
5
AA
AQR Arbitrage
Connecticut
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
GLLW
26
Graves Light Lenhart Wealth
Virginia
$74.5K – – –
CSPIA
27
Cary Street Partners Investment Advisory
Virginia
$47.9K -$10.1K -1,365 -17%
LWP
28
Lumature Wealth Partners
Georgia
$34.8K +$36.9K +5,000 New
AAS
29
Ameritas Advisory Services
Nebraska
$25.7K +$27.3K +3,696 New
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$20.9K – – –
BAM
31
Bellevue Asset Management
Washington
$18.8K – – –
HI
32
Harbour Investments
Wisconsin
$17.5K – – –
CM
33
Cornerstone Management
Georgia
$16.5K +$17.5K +2,375 New
LFG
34
Larson Financial Group
Missouri
$16K – – –
WWP
35
WR Wealth Planners
Missouri
$15.3K +$16.2K +2,200 New
AF
36
Allworth Financial
California
$14.3K – – –
GRP
37
Global Retirement Partners
California
$11.2K – – –
US Bancorp
38
US Bancorp
Minnesota
$9.74K +$10.3K +1,400 New
TRCT
39
Tower Research Capital (TRC)
New York
$6K +$6.15K +834 New
ASN
40
Advisory Services Network
Georgia
$4.81K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$4.2K -$3.71K -503 -45%
FIA
42
FNY Investment Advisers
New York
$4K +$5.17K +700 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$2.23K +$221K +30,014 +10%
BAM
44
Belpointe Asset Management
Nevada
$1.9K – – –
DSC
45
Duncker Streett & Co
Missouri
$1.69K – – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.35K – – –
SFS
47
Shaker Financial Services
Virginia
– -$1.83M -268,859 Closed
WAM
48
Wolverine Asset Management
Illinois
– -$87.9K -12,920 Closed
WOSD
49
WFA of San Diego
California
– -$27.6K -4,064 Closed
TFM
50
TFC Financial Management
Massachusetts
– -$5.25K -773 Closed
1
2
3

EHI Hedge Fund Activity: Q1 2023 in Review

46 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q1 2023, worth a combined $20.5M — down 15% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EHI positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.53M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.83M sold.

  • 46 institutional investors held Western Asset Global High Income Fund (EHI) as of Q1 2023, up from 43 in Q4 2022.
  • Funds reported $20.5M of Western Asset Global High Income Fund stock for Q1 2023, down 15% quarter-over-quarter.
  • 9 funds opened new Western Asset Global High Income Fund positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Western Asset Global High Income Fund buyer in Q1 2023 was Guggenheim Capital, an estimated $1.53M added.
  • The largest Western Asset Global High Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2023.