HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

88 hedge funds and large institutions have $278M invested in Western Asset High Income Opportunity Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-5
Holders Change %
-5.38%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
34
Reduced
21
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$29.2M
2
PPA
2
Parametric Portfolio Associates
Washington
$9.32M
3
RCM
3
Rivernorth Capital Management
Florida
$39.8M
4
AC
4
Almitas Capital
California
$3.8M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$1.47M

Top Sellers

1
EVM
1
Eaton Vance Management
Massachusetts
$7.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$167K
4
BI
4
Bramshill Investments
Florida
$44.3M
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$808K +$317K +68,660 +65%
WS
27
Wela Strategies
Georgia
$771K +$35.1K +7,590 +5%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$731K +$521K +112,706 +248%
Stifel Financial
29
Stifel Financial
Missouri
$721K -$21.1K -4,568 -3%
POIA
30
Pin Oak Investment Advisors
Texas
$698K +$975 +211 +0.1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$603K +$95.7K +20,723 +19%
PAS
32
Park Avenue Securities
New York
$584K +$99K +21,417 +20%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$513K -$240K -51,886 -32%
GHAM
34
Gilman Hill Asset Management
Connecticut
$506K +$506K +109,500 New
Osaic Holdings
35
Osaic Holdings
Arizona
$435K -$26.4K -5,735 -6%
MSL
36
Mackay Shields LLC
New York
$398K +$398K +86,150 New
RCA
37
Rowland Carmichael Advisors
Arizona
$383K – – –
OC
38
Oppenheimer & Co
New York
$300K – – –
Barclays
39
Barclays
United Kingdom
$260K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$251K -$200K -43,215 -44%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$240K -$383K -83,054 -61%
CRC
42
Curi RMB Capital
Illinois
$226K +$226K +48,825 New
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$218K – – –
Truist Financial
44
Truist Financial
North Carolina
$174K +$2.54K +551 +1%
Goldman Sachs
45
Goldman Sachs
New York
$167K -$2.34M -504,440 -93%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$162K – – –
GLA
47
Good Life Advisors
Pennsylvania
$143K +$129 +28 +0.1%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$135K +$74.2K +16,083 +122%
WA
49
Winfield Associates
Ohio
$126K -$2.72K -590 -2%
DA
50
Doliver Advisors
Texas
$115K -$38.2K -8,308 -25%
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