HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

98 hedge funds and large institutions have $313M invested in Western Asset High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
17
Increased
39
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$12.9M
2
ECM
2
Evergreen Capital Management
Washington
$7.92M
3
SIA
3
Sit Investment Associates
Minnesota
$18.7M
4
GC
4
Guggenheim Capital
Illinois
$2.46M
5
PHS
5
Pekin Hardy Strauss
Illinois
$3.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
RCM
2
Rivernorth Capital Management
Florida
$37.5M
3
AC
3
Almitas Capital
California
$0
4
BI
4
Bramshill Investments
Florida
$44.1M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
26
Yakira Capital Management
Connecticut
$1.33M +$1.33M +271,200 New
SPIA
27
Steward Partners Investment Advisory
New York
$1.21M +$59 +12 +0%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.19M +$649K +132,386 +119%
TIM
29
Tortoise Investment Management
New York
$1.18M +$1.16M +237,082 +6,774%
WS
30
Wela Strategies
Georgia
$904K +$86.2K +17,582 +11%
MSL
31
Mackay Shields LLC
New York
$834K +$412K +84,000 +98%
CPIG
32
Chicago Partners Investment Group
Illinois
$806K +$806K +164,426 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$745K -$29.8K -6,077 -4%
POIA
34
Pin Oak Investment Advisors
Texas
$740K – – –
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$711K +$71.1K +14,498 +11%
Stifel Financial
36
Stifel Financial
Missouri
$692K -$72.5K -14,794 -9%
PAS
37
Park Avenue Securities
New York
$690K +$71K +14,489 +11%
RJA
38
Raymond James & Associates
Florida
$680K -$176K -35,967 -21%
GHAM
39
Gilman Hill Asset Management
Connecticut
$639K +$103K +21,000 +19%
CL
40
CSS LLC
Illinois
$556K +$556K +113,374 New
Osaic Holdings
41
Osaic Holdings
Arizona
$444K -$18.3K -3,747 -4%
RCA
42
Rowland Carmichael Advisors
Arizona
$407K – – –
OC
43
Oppenheimer & Co
New York
$335K +$15.7K +3,200 +5%
Barclays
44
Barclays
United Kingdom
$294K +$26.9K +5,102 +10%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$285K +$176K +35,972 +161%
Truist Financial
46
Truist Financial
North Carolina
$261K +$76.8K +15,699 +42%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$255K – – –
SFS
48
Shaker Financial Services
Virginia
$250K +$250K +51,056 New
MAFM
49
Mid Atlantic Financial Management
Pennsylvania
$231K -$39.8K -7,980 -15%
SBIA
50
Sheaff Brock Investment Advisors
Indiana
$230K -$406 -83 -0.2%
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