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EHI

Western Asset Global High Income Fund

43 hedge funds and large institutions have $22.7M invested in Western Asset Global High Income Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 5

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $19.4M → $22.7M (+$3.32M)

8% more funds holding

Funds holding: 4043 (+3)

1.02% more ownership

Funds ownership: 12.84%13.86% (+1%)

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.41M +$1.43M +214,967 +84%
SIA
2
Sit Investment Associates
Minnesota
$3.08M +$768K +115,714 +37%
GC
3
Guggenheim Capital
Illinois
$3M +$31.5K +4,738 +1%
Cohen & Steers
4
Cohen & Steers
New York
$2.98M
Invesco
5
Invesco
Georgia
$1.77M +$278K +41,895 +21%
LPL Financial
6
LPL Financial
California
$1.48M -$521K -78,517 -28%
Ameriprise
7
Ameriprise
Minnesota
$1.25M +$215K +32,377 +23%
NA
8
NewEdge Advisors
Louisiana
$984K +$55.1K +8,300 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$811K +$180K +27,126 +32%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$494K -$1.46M -219,542 -76%
SFS
11
Shaker Financial Services
Virginia
$492K +$152K +22,942 +51%
UBS Group
12
UBS Group
Switzerland
$429K -$77K -11,592 -16%
LCM
13
Landscape Capital Management
New Jersey
$293K +$269K +40,550 New
Wells Fargo
14
Wells Fargo
California
$246K +$22.4K +3,370 +11%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$219K +$8.94K +1,346 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$197K +$181K +27,296 New
FFN
17
Focus Financial Network
Minnesota
$182K +$167K +25,112 New
SIG
18
Stonegate Investment Group
Alabama
$150K
RJA
19
Raymond James & Associates
Florida
$138K +$127K +19,147 New
LCS
20
Levin Capital Strategies
New York
$132K
KAS
21
Kestra Advisory Services
Texas
$124K +$2.96K +445 +3%
Bank of America
22
Bank of America
North Carolina
$104K -$837 -126 -0.9%
SRC
23
Shufro Rose & Co
New York
$97.6K +$9.77K +1,471 +11%
WP
24
Westmount Partners
California
$94K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$87.3K +$631 +95 +0.8%

EHI Hedge Fund Activity: Q4 2023 in Review

43 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q4 2023, worth a combined $22.7M — up 17% from $19.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EHI positions and 5 closed out — a net gain of 3 holders — while 15 added to existing stakes and 5 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.43M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.46M.

  • 43 institutional investors held Western Asset Global High Income Fund (EHI) as of Q4 2023, up from 40 in Q3 2023.
  • Funds reported $22.7M of Western Asset Global High Income Fund stock for Q4 2023, up 17% quarter-over-quarter.
  • 8 funds opened new Western Asset Global High Income Fund positions in Q4 2023 and 5 closed out, a net change of +3 holders.
  • The largest Western Asset Global High Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.43M added.
  • The largest Western Asset Global High Income Fund seller in Q4 2023 was Commonwealth Equity Services, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2023.