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EHI

Western Asset Global High Income Fund

46 hedge funds and large institutions have $66.2M invested in Western Asset Global High Income Fund in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

10% more funds holding

Funds holding: 4246 (+4)

1.35% more ownership

Funds ownership: 22.43%23.78% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $72M → $66.2M (-$5.81M)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
20
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$10.1M -$2.03M -208,297 -16%
RCM
2
Rivernorth Capital Management
Florida
$7.49M +$3.49M +359,156 +75%
Morgan Stanley
3
Morgan Stanley
New York
$7.3M -$1.33M -136,857 -14%
Invesco
4
Invesco
Georgia
$6.51M -$278K -28,548 -4%
SIA
5
Sit Investment Associates
Minnesota
$5.41M +$2.34M +240,269 +66%
PPA
6
Parametric Portfolio Associates
Washington
$5.4M +$1.14M +117,085 +24%
SFS
7
Shaker Financial Services
Virginia
$3.46M +$99.8K +10,259 +3%
CIA
8
Capital Investment Advisors
Georgia
$3.07M -$74.8K -7,682 -2%
TFMS
9
Trust & Fiduciary Management Services
Massachusetts
$2.38M -$981K -100,807 -28%
WAM
10
Wolverine Asset Management
Illinois
$2M +$542K +55,707 +33%
UBS Group
11
UBS Group
Switzerland
$1.36M +$70K +7,198 +5%
Bank of America
12
Bank of America
North Carolina
$1.17M -$1.12M -114,874 -47%
Cohen & Steers
13
Cohen & Steers
New York
$1M
AAM
14
Advisors Asset Management
Colorado
$994K +$77.3K +7,944 +8%
YMRC
15
Yorktown Management & Research Company
Virginia
$987K
CRC
16
Curi RMB Capital
Illinois
$948K +$522K +53,652 +103%
LPL Financial
17
LPL Financial
California
$912K +$74.9K +7,699 +8%
LCM
18
Landscape Capital Management
New Jersey
$776K +$20.9K +2,152 +3%
AA
19
AQR Arbitrage
Connecticut
$742K +$334K +34,297 +71%
DA
20
Doliver Advisors
Texas
$647K +$276K +28,411 +65%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$399K -$25.2K -2,591 -6%
WS
22
Wedbush Securities
California
$390K +$91.5K +9,398 +28%
LCM
23
Laurion Capital Management
New York
$355K +$385K +39,579 New
RJFSA
24
Raymond James Financial Services Advisors
Florida
$281K +$305K +31,350 New
GEM
25
Global Endowment Management
North Carolina
$269K +$131K +13,500 +82%

EHI Hedge Fund Activity: Q3 2015 in Review

46 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q3 2015, worth a combined $66.2M — down 8.1% from $72M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EHI positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.49M. The largest seller was Guggenheim Capital, cutting an estimated $2.03M.

  • 46 institutional investors held Western Asset Global High Income Fund (EHI) as of Q3 2015, up from 42 in Q2 2015.
  • Funds reported $66.2M of Western Asset Global High Income Fund stock for Q3 2015, down 8.1% quarter-over-quarter.
  • 6 funds opened new Western Asset Global High Income Fund positions in Q3 2015 and 2 closed out, a net change of +4 holders.
  • The largest Western Asset Global High Income Fund buyer in Q3 2015 was Rivernorth Capital Management, an estimated $3.49M added.
  • The largest Western Asset Global High Income Fund seller in Q3 2015 was Guggenheim Capital, an estimated $2.03M sold.

Based on aggregated 13F filings for Q3 2015.