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EHI

Western Asset Global High Income Fund

43 hedge funds and large institutions have $22.7M invested in Western Asset Global High Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $19.4M → $22.7M (+$3.32M)

8% more funds holding

Funds holding: 4043 (+3)

1.02% more ownership

Funds ownership: 12.84%13.86% (+1%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$86K
PP
27
PFS Partners
New Jersey
$82.1K +$1.77K +266 +2%
AWM
28
Apollon Wealth Management
South Carolina
$80.4K -$3.63K -546 -5%
GLLW
29
Graves Light Lenhart Wealth
Virginia
$77.4K
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$21.7K
BAM
31
Bellevue Asset Management
Washington
$19.6K +$33 +5 +0.2%
LFG
32
Larson Financial Group
Missouri
$16.6K
AF
33
Allworth Financial
California
$14.8K
BFPW
34
BOK Financial Private Wealth
Colorado
$14.5K +$13.3K +2,000 New
Comerica Bank
35
Comerica Bank
Texas
$14.1K
HI
36
Harbour Investments
Wisconsin
$13.5K
GRP
37
Global Retirement Partners
California
$11.1K
ASN
38
Advisory Services Network
Georgia
$5.65K +$5.19K +782 New
SPIA
39
Steward Partners Investment Advisory
New York
$4.37K
DSC
40
Duncker Streett & Co
Missouri
$1.76K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.4K
CIA
42
Cape Investment Advisory
Georgia
$477 +$438 +66 New
PS
43
Principal Securities
Iowa
$362 +$332 +50 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
-$215K -32,326 Closed
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
-$45.9K -6,885 Closed
WAM
46
Wolverine Asset Management
Illinois
-$42.8K -6,429 Closed
WWP
47
WR Wealth Planners
Missouri
-$14.7K -2,200 Closed
FIA
48
FNY Investment Advisers
New York
-$4K -700 Closed

EHI Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q4 2023, worth a combined $22.7M — up 17% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EHI positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.43M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.46M.

  • 43 institutional investors held Western Asset Global High Income Fund (EHI) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $22.7M of Western Asset Global High Income Fund stock for Q4 2023, up 17% quarter-over-quarter.
  • 8 funds opened new Western Asset Global High Income Fund positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Western Asset Global High Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.43M added.
  • The largest Western Asset Global High Income Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.