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EHI

Western Asset Global High Income Fund
EHI

47 hedge funds and large institutions have $60M invested in Western Asset Global High Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 5 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

203% more capital invested

Capital invested by funds: $19.8M → $60M (+$40.2M)

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

26.95% more ownership

Funds ownership: 12.53% → 39.48% (+27%)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

2% more funds holding

Funds holding: 46 → 47 (+1)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
14
Reduced
5
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$32.1M
2
AIA
Absolute Investment Advisers
Florida
+$5.34M
3
QL
Quarry LP
New York
+$2.27M
4
Invesco
Invesco
Georgia
+$1.04M
5
RC
Rareview Capital
Nevada
+$968K

Top Sellers

Rank Fund Capital Flow
1
AGM
Alpine Global Management
New York
-$911K
2
SFS
Shaker Financial Services
Virginia
-$892K
3
BFM
Boothbay Fund Management
New York
-$753K
4
CCC
Cable Car Capital
California
-$694K
5
Morgan Stanley
Morgan Stanley
New York
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$138K +$140K +20,728 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$133K +$134K +19,968 New
AWM
28
Apollon Wealth Management
South Carolina
$132K +$133K +19,705 New
LCS
29
Levin Capital Strategies
New York
$122K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$102K -$12.8K -1,900 -11%
SRC
31
Shufro Rose & Co
New York
$99.7K – – –
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$93.9K +$94.7K +14,057 New
WP
33
Westmount Partners
California
$86.8K – – –
TWPM
34
Total Wealth Planning & Management
Florida
$85.7K +$86.4K +12,827 New
QEI
35
QSV Equity Investors
Illinois
$78.4K +$7 +1 +0%
GLLW
36
Graves Light Lenhart Wealth
Virginia
$71.5K – – –
LFG
37
Larson Financial Group
Missouri
$15.4K – – –
WWP
38
WR Wealth Planners
Missouri
$14.7K – – –
AF
39
Allworth Financial
California
$14.1K – – –
BAM
40
Bellevue Asset Management
Washington
$13.7K – – –
Comerica Bank
41
Comerica Bank
Texas
$13K – – –
HI
42
Harbour Investments
Wisconsin
$12.5K – – –
APW
43
Atlantic Private Wealth
North Carolina
$8.21K +$8.27K +1,228 New
SPIA
44
Steward Partners Investment Advisory
New York
$4.04K – – –
TSMHT
45
Thurston Springer Miller Herd & Titak
Indiana
$2.81K – – –
WA
46
WPG Advisers
Maryland
$1.41K +$1.42K +211 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$1.29K – – –
AGM
48
Alpine Global Management
New York
– -$911K -131,269 Closed
BFM
49
Boothbay Fund Management
New York
– -$753K -108,550 Closed
CCC
50
Cable Car Capital
California
– -$694K -100,000 Closed
1
2
3

EHI Hedge Fund Activity: Q4 2024 in Review

47 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q4 2024, worth a combined $60M — up 203% from $19.8M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new EHI positions and 11 closed out — a net gain of 2 holders — while 14 added to existing stakes and 5 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $32.1M. The largest seller was Alpine Global Management, exiting entirely with an estimated $911K sold.

  • 47 institutional investors held Western Asset Global High Income Fund (EHI) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $60M of Western Asset Global High Income Fund stock for Q4 2024, up 203% quarter-over-quarter.
  • 13 funds opened new Western Asset Global High Income Fund positions in Q4 2024 and 11 closed out, a net change of +2 holders.
  • The largest Western Asset Global High Income Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $32.1M added.
  • The largest Western Asset Global High Income Fund seller in Q4 2024 was Alpine Global Management, an estimated $911K sold.

Based on aggregated 13F filings for Q4 2024.