HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

100 hedge funds and large institutions have $180M invested in Western Asset High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
27
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.83M
2
CIA
2
Capital Investment Advisors
Georgia
$7.84M
3
PCM
3
Penserra Capital Management
California
$12.1M
4
ECM
4
Evergreen Capital Management
Washington
$8.73M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.25M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$11.1M
2
RCM
2
Rivernorth Capital Management
Florida
$17.2M
3
SIA
3
Sit Investment Associates
Minnesota
$5.91M
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
BI
5
Bramshill Investments
Florida
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$799K -$843K -170,287 -51%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$764K +$46.1K +9,302 +6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$762K +$9.2K +1,858 +1%
PAS
29
Park Avenue Securities
New York
$745K +$47.3K +9,542 +7%
GHAM
30
Gilman Hill Asset Management
Connecticut
$695K +$49.5K +10,000 +8%
TIM
31
Tortoise Investment Management
New York
$523K -$667K -134,879 -56%
Osaic Holdings
32
Osaic Holdings
Arizona
$439K -$10.6K -2,146 -2%
RCM
33
Robinson Capital Management
Michigan
$428K -$993K -199,848 -70%
LCM
34
Landscape Capital Management
New Jersey
$420K +$420K +84,935 New
RCA
35
Rowland Carmichael Advisors
Arizona
$411K – – –
Truist Financial
36
Truist Financial
North Carolina
$403K +$139K +28,101 +53%
RJA
37
Raymond James & Associates
Florida
$395K -$292K -59,047 -43%
SFS
38
Shaker Financial Services
Virginia
$388K +$135K +27,382 +54%
WAM
39
Wolverine Asset Management
Illinois
$386K +$375K +75,835 +3,304%
Jane Street
40
Jane Street
New York
$345K +$182K +36,757 +112%
OC
41
Oppenheimer & Co
New York
$332K -$5.38K -1,087 -2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$312K +$24.3K +4,933 +8%
CL
43
CSS LLC
Illinois
$285K -$276K -55,780 -49%
Walleye Trading
44
Walleye Trading
New York
$261K +$261K +52,716 New
MAFM
45
Mid Atlantic Financial Management
Pennsylvania
$253K +$24K +4,856 +10%
PHS
46
Pekin Hardy Strauss
Illinois
$243K -$2.88M -580,384 -92%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$217K -$40.2K -8,137 -16%
YCM
48
Yakira Capital Management
Connecticut
$204K -$1.14M -230,083 -85%
PMFA
49
Plante Moran Financial Advisors
Michigan
$188K – – –
DAS
50
Dynamic Advisor Solutions
Arizona
$177K +$20K +4,046 +13%
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2
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