We are live on ! Find out more
EHI

Western Asset Global High Income Fund

42 hedge funds and large institutions have $49.9M invested in Western Asset Global High Income Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

2% less funds holding

Funds holding: 4342 (-1)

4.68% less ownership

Funds ownership: 21.22%16.53% (-4.7%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

16% less capital invested

Capital invested by funds: $59.5M → $49.9M (-$9.65M)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$8.71M +$1.23M +130,963 +17%
Morgan Stanley
2
Morgan Stanley
New York
$7.09M +$45.2K +4,835 +0.7%
SIA
3
Sit Investment Associates
Minnesota
$6.53M -$27.1K -2,900 -0.4%
Invesco
4
Invesco
Georgia
$5.96M -$39.5K -4,222 -0.7%
LCM
5
Laurion Capital Management
New York
$4.02M +$1.6M +170,498 +70%
RCM
6
Rivernorth Capital Management
Florida
$3.27M -$3.5M -373,489 -53%
CIA
7
Capital Investment Advisors
Georgia
$2.65M -$190K -20,293 -7%
Cohen & Steers
8
Cohen & Steers
New York
$2.29M +$840K +89,751 +62%
UBS Group
9
UBS Group
Switzerland
$1.66M +$265K +28,306 +20%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$1.05M +$538K +57,441 +114%
Bank of America
11
Bank of America
North Carolina
$969K -$65.3K -6,977 -7%
LPL Financial
12
LPL Financial
California
$920K -$721K -77,072 -45%
WS
13
Wedbush Securities
California
$804K +$134K +14,277 +21%
AAM
14
Advisors Asset Management
Colorado
$746K -$86.3K -9,224 -11%
RCA
15
Rowland Carmichael Advisors
Arizona
$305K -$46.8K -5,000 -14%
GEM
16
Global Endowment Management
North Carolina
$291K
RJFSA
17
Raymond James Financial Services Advisors
Florida
$273K +$50.3K +5,378 +24%
AA
18
AQR Arbitrage
Connecticut
$261K -$919K -98,187 -78%
Wells Fargo
19
Wells Fargo
California
$226K +$31.6K +3,382 +17%
VKH
20
Virtu KCG Holdings
New York
$223K +$215K +22,954 New
UCFA
21
United Capital Financial Advisors
Texas
$182K
MFS
22
MSI Financial Services
Massachusetts
$168K +$28.3K +3,026 +21%
CA
23
Cetera Advisors
Colorado
$146K -$14K -1,500 -9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$144K -$1.51K -161 -1%
RJA
25
Raymond James & Associates
Florida
$143K +$138K +14,737 New

EHI Hedge Fund Activity: Q2 2016 in Review

42 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q2 2016, worth a combined $49.9M — down 16% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EHI and 6 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 14 added.

The largest buyer was Laurion Capital Management, adding an estimated $1.6M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $6.77M sold.

  • 42 institutional investors held Western Asset Global High Income Fund (EHI) as of Q2 2016, down from 43 in Q1 2016.
  • Funds reported $49.9M of Western Asset Global High Income Fund stock for Q2 2016, down 16% quarter-over-quarter.
  • 6 funds opened new Western Asset Global High Income Fund positions in Q2 2016 and 7 closed out, a net change of -1 holder.
  • The largest Western Asset Global High Income Fund buyer in Q2 2016 was Laurion Capital Management, an estimated $1.6M added.
  • The largest Western Asset Global High Income Fund seller in Q2 2016 was Parametric Portfolio Associates, an estimated $6.77M sold.

Based on aggregated 13F filings for Q2 2016.