We are live on ! Find out more
EHI

Western Asset Global High Income Fund

39 hedge funds and large institutions have $29.2M invested in Western Asset Global High Income Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

14% more capital invested

Capital invested by funds: $25.6M → $29.2M (+$3.62M)

1.78% more ownership

Funds ownership: 10.95%12.73% (+1.8%)

0% more funds holding

Funds holding: 3939 (0)

Holders
39
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$4.5M
SIA
2
Sit Investment Associates
Minnesota
$3.72M +$2.99M +298,384 +429%
Invesco
3
Invesco
Georgia
$3.7M +$76.6K +7,642 +2%
Morgan Stanley
4
Morgan Stanley
New York
$3.03M -$292K -29,173 -9%
LPL Financial
5
LPL Financial
California
$2.97M +$253K +25,259 +9%
SFS
6
Shaker Financial Services
Virginia
$2.57M -$468K -46,670 -16%
NA
7
NewEdge Advisors
Louisiana
$1.46M +$1.44M +144,046 New
Ameriprise
8
Ameriprise
Minnesota
$1.12M +$970K +96,727 +704%
GC
9
Guggenheim Capital
Illinois
$962K +$264K +26,304 +38%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$877K +$356K +35,517 +69%
UBS Group
11
UBS Group
Switzerland
$694K -$52.1K -5,195 -7%
AAM
12
Advisors Asset Management
Colorado
$657K -$246K -24,532 -27%
Wells Fargo
13
Wells Fargo
California
$387K +$8.66K +864 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$323K +$4.53K +452 +1%
Bank of America
15
Bank of America
North Carolina
$269K +$51.7K +5,162 +24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$242K +$99.6K +9,937 +71%
SIG
17
Stonegate Investment Group
Alabama
$210K +$208K +20,726 New
KAS
18
Kestra Advisory Services
Texas
$192K +$2.41K +240 +1%
LCS
19
Levin Capital Strategies
New York
$184K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$165K +$164K +16,318 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$150K +$5.01K +500 +3%
SRC
22
Shufro Rose & Co
New York
$133K
LCM
23
Landscape Capital Management
New Jersey
$124K +$122K +12,216 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$116K
JPLA
25
Joseph P. Lucia & Associates
New York
$114K

EHI Hedge Fund Activity: Q4 2021 in Review

39 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q4 2021, worth a combined $29.2M — up 14% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EHI positions and 7 closed out — a net gain of 1 holder — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.99M. The largest seller was Shaker Financial Services, cutting an estimated $468K.

  • 39 institutional investors held Western Asset Global High Income Fund (EHI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $29.2M of Western Asset Global High Income Fund stock for Q4 2021, up 14% quarter-over-quarter.
  • 8 funds opened new Western Asset Global High Income Fund positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest Western Asset Global High Income Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $2.99M added.
  • The largest Western Asset Global High Income Fund seller in Q4 2021 was Shaker Financial Services, an estimated $468K sold.

Based on aggregated 13F filings for Q4 2021.