We are live on ! Find out more
EHI

Western Asset Global High Income Fund

42 hedge funds and large institutions have $16.1M invested in Western Asset Global High Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4242 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.3% less ownership

Funds ownership: 11.34%10.04% (-1.3%)

11% less capital invested

Capital invested by funds: $18M → $16.1M (-$1.93M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$2.98M -$156K -22,367 -5%
Cohen & Steers
2
Cohen & Steers
New York
$2.91M
Morgan Stanley
3
Morgan Stanley
New York
$1.58M +$1.59K +228 +0.1%
Ameriprise
4
Ameriprise
Minnesota
$1.27M +$22.8K +3,261 +2%
Invesco
5
Invesco
Georgia
$1.22M -$47K -6,730 -4%
LPL Financial
6
LPL Financial
California
$1.13M -$183K -26,200 -14%
NA
7
NewEdge Advisors
Louisiana
$805K -$79K -11,300 -9%
SIA
8
Sit Investment Associates
Minnesota
$375K -$1M -143,496 -73%
SFS
9
Shaker Financial Services
Virginia
$322K -$287K -41,064 -48%
UBS Group
10
UBS Group
Switzerland
$318K -$102K -14,604 -24%
Bank of America
11
Bank of America
North Carolina
$278K +$176K +25,122 +176%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$251K +$32.8K +4,689 +15%
IAS
13
Insigneo Advisory Services
Florida
$224K +$221K +31,681 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$219K -$72K -10,307 -25%
JWCA
15
J.W. Cole Advisors
Florida
$211K +$209K +29,875 New
Wells Fargo
16
Wells Fargo
California
$204K +$2.1K +301 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$184K -$700K -100,136 -79%
LCM
18
Landscape Capital Management
New Jersey
$160K -$101K -14,417 -39%
SIG
19
Stonegate Investment Group
Alabama
$146K
RJA
20
Raymond James & Associates
Florida
$139K -$15.5K -2,219 -10%
SC
21
Sykon Capital
New York
$137K +$136K +19,500 New
LCS
22
Levin Capital Strategies
New York
$128K
KAS
23
Kestra Advisory Services
Texas
$125K +$2.48K +355 +2%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$119K -$259 -37 -0.2%
SRC
25
Shufro Rose & Co
New York
$105K

EHI Hedge Fund Activity: Q2 2024 in Review

42 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Western Asset Global High Income Fund (EHI) for Q2 2024, worth a combined $16.1M — down 11% from $18M a quarter earlier.

Fund positioning in EHI was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 8 added to existing stakes and 13 trimmed.

The largest buyer was Insigneo Advisory Services, opening a new position worth an estimated $221K. The largest seller was Sit Investment Associates, cutting an estimated $1M.

  • 42 institutional investors held Western Asset Global High Income Fund (EHI) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $16.1M of Western Asset Global High Income Fund stock for Q2 2024, down 11% quarter-over-quarter.
  • 5 funds opened new Western Asset Global High Income Fund positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest Western Asset Global High Income Fund buyer in Q2 2024 was Insigneo Advisory Services, an estimated $221K added.
  • The largest Western Asset Global High Income Fund seller in Q2 2024 was Sit Investment Associates, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2024.