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EHI

Western Asset Global High Income Fund
EHI

46 hedge funds and large institutions have $19.8M invested in Western Asset Global High Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $16.1M → $19.8M (+$3.7M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

10% more funds holding

Funds holding: 42 → 46 (+4)

2.49% more ownership

Funds ownership: 10.04% → 12.53% (+2.5%)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
+$927K
2
BFM
Boothbay Fund Management
New York
+$767K
3
SFS
Shaker Financial Services
Virginia
+$763K
4
CCC
Cable Car Capital
California
+$706K
5
SIA
Sit Investment Associates
Minnesota
+$550K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$268K
2
IAS
Insigneo Advisory Services
Florida
-$224K
3
SC
Sykon Capital
New York
-$137K
4
GC
Guggenheim Capital
Illinois
-$135K
5
Bank of America
Bank of America
North Carolina
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$119K +$2.44K +346 +2%
SRC
27
Shufro Rose & Co
New York
$105K – – –
WP
28
Westmount Partners
California
$90.2K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$83K -$1.02K -145 -1%
VF
30
Virtu Financial
New York
$82K +$83K +11,754 New
QEI
31
QSV Equity Investors
Illinois
$81.5K +$83K +11,743 New
CA
32
Clearstead Advisors
Ohio
$75.4K +$76.8K +10,871 New
GLLW
33
Graves Light Lenhart Wealth
Virginia
$74.3K – – –
LFG
34
Larson Financial Group
Missouri
$16K – – –
WWP
35
WR Wealth Planners
Missouri
$15.3K – – –
AF
36
Allworth Financial
California
$14.2K – – –
BAM
37
Bellevue Asset Management
Washington
$14.2K – – –
UCI
38
Uncommon Cents Investing
Wisconsin
$13.9K +$14.1K +2,000 New
Comerica Bank
39
Comerica Bank
Texas
$13.5K – – –
HI
40
Harbour Investments
Wisconsin
$12.9K – – –
GRP
41
Global Retirement Partners
California
$10.7K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$10.2K +$10.4K +1,466 New
SPIA
43
Steward Partners Investment Advisory
New York
$4.19K – – –
FIA
44
FNY Investment Advisers
New York
$4K +$4.95K +700 New
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$2.91K +$2.97K +420 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.34K – – –
IAS
47
Insigneo Advisory Services
Florida
– -$224K -31,681 Closed
SC
48
Sykon Capital
New York
– -$137K -19,500 Closed
AWM
49
Apollon Wealth Management
South Carolina
– -$79.3K -11,241 Closed
MFG
50
Merit Financial Group
Georgia
– -$78.5K -11,136 Closed
1
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3

EHI Hedge Fund Activity: Q3 2024 in Review

46 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q3 2024, worth a combined $19.8M — up 23% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new EHI positions and 7 closed out — a net gain of 4 holders — while 11 added to existing stakes and 9 trimmed.

The largest buyer was Alpine Global Management, opening a new position worth an estimated $927K. The largest seller was LPL Financial, cutting an estimated $268K.

  • 46 institutional investors held Western Asset Global High Income Fund (EHI) as of Q3 2024, up from 42 in Q2 2024.
  • Funds reported $19.8M of Western Asset Global High Income Fund stock for Q3 2024, up 23% quarter-over-quarter.
  • 11 funds opened new Western Asset Global High Income Fund positions in Q3 2024 and 7 closed out, a net change of +4 holders.
  • The largest Western Asset Global High Income Fund buyer in Q3 2024 was Alpine Global Management, an estimated $927K added.
  • The largest Western Asset Global High Income Fund seller in Q3 2024 was LPL Financial, an estimated $268K sold.

Based on aggregated 13F filings for Q3 2024.