We are live on ! Find out more
EHI

Western Asset Global High Income Fund

46 hedge funds and large institutions have $20.5M invested in Western Asset Global High Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 4346 (+3)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

1.34% less ownership

Funds ownership: 15.7%14.36% (-1.3%)

15% less capital invested

Capital invested by funds: $24.2M → $20.5M (-$3.72M)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$3.27M -$1.37M -186,058 -28%
Cohen & Steers
2
Cohen & Steers
New York
$2.87M -$519K -70,333 -15%
GC
3
Guggenheim Capital
Illinois
$2.87M +$1.53M +207,424 +101%
LPL Financial
4
LPL Financial
California
$2.32M +$85K +11,512 +4%
Morgan Stanley
5
Morgan Stanley
New York
$1.86M -$110K -14,914 -5%
Ameriprise
6
Ameriprise
Minnesota
$1.45M +$452K +61,226 +42%
Invesco
7
Invesco
Georgia
$1.4M -$599K -81,204 -29%
NA
8
NewEdge Advisors
Louisiana
$1.1M -$71.8K -9,725 -6%
UBS Group
9
UBS Group
Switzerland
$523K -$7.35K -996 -1%
Osaic Holdings
10
Osaic Holdings
Arizona
$427K +$141K +19,128 +45%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$273K +$46.2K +6,267 +19%
AA
12
AQR Arbitrage
Connecticut
$240K -$178K -24,153 -41%
Wells Fargo
13
Wells Fargo
California
$239K +$3.31K +448 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$207K +$3.31K +449 +2%
SIG
15
Stonegate Investment Group
Alabama
$144K
LCS
16
Levin Capital Strategies
New York
$127K
Bank of America
17
Bank of America
North Carolina
$126K -$20.5K -2,772 -13%
KAS
18
Kestra Advisory Services
Texas
$115K -$295 -40 -0.2%
SRC
19
Shufro Rose & Co
New York
$91.8K
WP
20
Westmount Partners
California
$90.5K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$89K +$177 +24 +0.2%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$83.3K
HF
23
HRT Financial
New York
$82K +$87.2K +11,821 New
Jane Street
24
Jane Street
New York
$77.6K +$82.3K +11,150 New
PP
25
PFS Partners
New Jersey
$76.1K +$738 +100 +0.9%

EHI Hedge Fund Activity: Q1 2023 in Review

46 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q1 2023, worth a combined $20.5M — down 15% from $24.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EHI positions and 6 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.53M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.83M sold.

  • 46 institutional investors held Western Asset Global High Income Fund (EHI) as of Q1 2023, up from 43 in Q4 2022.
  • Funds reported $20.5M of Western Asset Global High Income Fund stock for Q1 2023, down 15% quarter-over-quarter.
  • 9 funds opened new Western Asset Global High Income Fund positions in Q1 2023 and 6 closed out, a net change of +3 holders.
  • The largest Western Asset Global High Income Fund buyer in Q1 2023 was Guggenheim Capital, an estimated $1.53M added.
  • The largest Western Asset Global High Income Fund seller in Q1 2023 was Shaker Financial Services, an estimated $1.83M sold.

Based on aggregated 13F filings for Q1 2023.