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HIO

Western Asset High Income Opportunity Fund
HIO

52 hedge funds and large institutions have $53.7M invested in Western Asset High Income Opportunity Fund in 2013 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.66% more ownership

Funds ownership: 0% → 10.66% (+11%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$224K +$239K +37,801 New
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$164K +$174K +27,457 New
LCM
28
Lucas Capital Management
New Jersey
$146K +$155K +24,522 New
CSIC
29
Clifford Swan Investment Counsel
California
$145K +$154K +24,395 New
WAM
30
Wolverine Asset Management
Illinois
$136K +$146K +23,019 New
WA
31
WFG Advisors
Texas
$133K +$142K +22,426 New
FM
32
Foster & Motley
Ohio
$124K +$132K +20,840 New
TC
33
TFS Capital
Pennsylvania
$123K +$130K +20,630 New
PP
34
Paloma Partners
Connecticut
$105K +$111K +17,600 New
ANBT
35
American National Bank & Trust
Texas
$94K +$99.7K +15,761 New
CNB
36
City National Bank
California
$89K +$94.9K +15,000 New
CCB
37
Cutter & Co Brokerage
Missouri
$85K +$90.4K +14,288 New
Nomura Holdings
38
Nomura Holdings
Japan
$80K +$84.9K +13,416 New
KCG
39
Knight Capital Group
$73K +$78.2K +12,366 New
ISL
40
Ingalls & Snyder LLC
New York
$72K +$77.5K +12,250 New
MFS
41
MSI Financial Services
Massachusetts
$68K +$72.4K +11,440 New
TT
42
Tower Trust
Indiana
$67K +$71.2K +11,250 New
VFS
43
VSR Financial Services
Kansas
$65K +$69.7K +11,027 New
RJT
44
Raymond James Trust
Florida
$64K +$67.9K +10,739 New
SFS
45
Shaker Financial Services
Virginia
$63K +$67.1K +10,607 New
ABC
46
Associated Banc-Corp
Wisconsin
$59K +$63.3K +10,000 New
Ameriprise
47
Ameriprise
Minnesota
$58K +$61.3K +9,698 New
FNBT
48
FineMark National Bank & Trust
Florida
$27K +$28.6K +4,521 New
RIA
49
Regal Investment Advisors
Michigan
$14K +$15.2K +2,400 New
AIG
50
American International Group
New York
$12.8K +$13.7K +2,162 New
1
2
3

HIO Hedge Fund Activity: Q2 2013 in Review

52 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q2 2013, worth a combined $53.7M.

Buyers outnumbered sellers: 52 funds opened new HIO positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

  • 52 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $53.7M of Western Asset High Income Opportunity Fund stock for Q2 2013.
  • 52 funds opened new Western Asset High Income Opportunity Fund positions in Q2 2013 and 0 closed out, a net change of +52 holders.

Based on aggregated 13F filings for Q2 2013.