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EHI

Western Asset Global High Income Fund

42 hedge funds and large institutions have $72M invested in Western Asset Global High Income Fund in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

1.32% more ownership

Funds ownership: 21.11%22.43% (+1.3%)

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less capital invested

Capital invested by funds: $72.8M → $72M (-$792K)

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$13.8M -$1.22M -110,758 -8%
Morgan Stanley
2
Morgan Stanley
New York
$9.83M -$693K -63,185 -6%
Invesco
3
Invesco
Georgia
$7.79M -$318K -28,960 -4%
PPA
4
Parametric Portfolio Associates
Washington
$5.01M +$263K +24,015 +5%
RCM
5
Rivernorth Capital Management
Florida
$4.92M -$597K -54,451 -10%
SFS
6
Shaker Financial Services
Virginia
$3.88M +$1.05M +95,987 +34%
TFMS
7
Trust & Fiduciary Management Services
Massachusetts
$3.78M +$117K +10,699 +3%
SIA
8
Sit Investment Associates
Minnesota
$3.75M +$3.81M +347,234 +2,181%
CIA
9
Capital Investment Advisors
Georgia
$3.62M -$117K -10,629 -3%
Bank of America
10
Bank of America
North Carolina
$2.53M +$566K +51,552 +27%
WAM
11
Wolverine Asset Management
Illinois
$1.73M +$167K +15,233 +10%
UBS Group
12
UBS Group
Switzerland
$1.49M +$104K +9,484 +7%
Cohen & Steers
13
Cohen & Steers
New York
$1.16M
YMRC
14
Yorktown Management & Research Company
Virginia
$1.14M +$165K +15,000 +16%
AAM
15
Advisors Asset Management
Colorado
$1.06M -$83.3K -7,596 -7%
LPL Financial
16
LPL Financial
California
$980K -$86K -7,838 -8%
LCM
17
Landscape Capital Management
New Jersey
$872K +$707K +64,448 +324%
CRC
18
Curi RMB Capital
Illinois
$538K +$92.1K +8,397 +19%
AA
19
AQR Arbitrage
Connecticut
$501K +$56.4K +5,141 +12%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$487K +$517K +47,085 New
DA
21
Doliver Advisors
Texas
$452K +$107K +9,766 +29%
WS
22
Wedbush Securities
California
$353K +$178K +16,247 +91%
Citigroup
23
Citigroup
New York
$226K -$116K -10,554 -33%
RJA
24
Raymond James & Associates
Florida
$224K +$7.64K +696 +3%
CCP
25
Clough Capital Partners
Massachusetts
$215K +$228K +20,800 New

EHI Hedge Fund Activity: Q2 2015 in Review

42 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q2 2015, worth a combined $72M — down 1.1% from $72.8M a quarter earlier.

Fund positioning in EHI was balanced in Q2 2015: 4 funds opened new positions, 4 closed out, 19 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.81M. The largest seller was Guggenheim Capital, cutting an estimated $1.22M.

  • 42 institutional investors held Western Asset Global High Income Fund (EHI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $72M of Western Asset Global High Income Fund stock for Q2 2015, down 1.1% quarter-over-quarter.
  • 4 funds opened new Western Asset Global High Income Fund positions in Q2 2015 and 4 closed out, a net change of 0 holders.
  • The largest Western Asset Global High Income Fund buyer in Q2 2015 was Sit Investment Associates, an estimated $3.81M added.
  • The largest Western Asset Global High Income Fund seller in Q2 2015 was Guggenheim Capital, an estimated $1.22M sold.

Based on aggregated 13F filings for Q2 2015.