HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $325M invested in Western Asset High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
21
Increased
28
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$10.7M
2
BI
Bramshill Investments
Florida
$38.5M
3
SIA
Sit Investment Associates
Minnesota
$17.8M
4
COLIM
City of London Investment Management
United Kingdom
$2.03M
5
UBS Group
UBS Group
Switzerland
$22.9M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$49.1M
2
VIA
Vident Investment Advisory
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$6.79M
4
VCM
Vivaldi Capital Management
Illinois
$0
5
PPA
Parametric Portfolio Associates
Washington
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$821K -$5.08K -1,004 -0.6%
OMC
27
Old Mission Capital
Illinois
$746K +$746K +147,100 New
AC
28
Almitas Capital
California
$690K +$690K +136,148 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$625K -$7.45K -1,467 -1%
RJA
30
Raymond James & Associates
Florida
$571K +$72.9K +14,369 +15%
PFO
31
Pathstone Family Office
New Jersey
$501K +$501K +9,876 New
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$483K – – –
RJFSA
33
Raymond James Financial Services Advisors
Florida
$472K +$38.4K +7,572 +9%
MAFM
34
Mid Atlantic Financial Management
Pennsylvania
$422K +$41.6K +8,201 +11%
RCA
35
Rowland Carmichael Advisors
Arizona
$421K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$419K – – –
PAS
37
Park Avenue Securities
New York
$417K +$63K +12,439 +18%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$409K +$74.9K +14,795 +22%
Walleye Capital
39
Walleye Capital
New York
$408K +$408K +80,494 New
AG
40
Advisor Group
Arizona
$399K -$36.7K -7,254 -8%
IA
41
Icon Advisers
Colorado
$356K +$356K +70,221 New
BFM
42
Boothbay Fund Management
New York
$342K – – –
Barclays
43
Barclays
United Kingdom
$256K – – –
ICM
44
Ionic Capital Management
New York
$254K +$254K +50,000 New
Walleye Trading
45
Walleye Trading
New York
$244K +$244K +48,200 New
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$239K -$50.7K -10,000 -18%
Goldman Sachs
47
Goldman Sachs
New York
$235K +$235K +46,402 New
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$213K -$39.5K -7,784 -16%
FIA
49
FNY Investment Advisers
New York
$213K +$206K +40,844 +3,142%
PHS
50
Pekin Hardy Strauss
Illinois
$202K +$72.3K +14,250 +56%
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