HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

93 hedge funds and large institutions have $190M invested in Western Asset High Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
37
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$42.4M
2
PCM
2
Penserra Capital Management
California
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.1M
4
Invesco
4
Invesco
Georgia
$7.56M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.37M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$23.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.83M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$1.67M
5
UBS Group
5
UBS Group
Switzerland
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$912K -$94.5K -17,918 -9%
PAS
27
Park Avenue Securities
New York
$886K +$51.4K +9,729 +6%
SFS
28
Shaker Financial Services
Virginia
$879K +$324K +61,418 +58%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$795K -$39.5K -7,482 -5%
GHAM
30
Gilman Hill Asset Management
Connecticut
$768K – – –
Osaic Holdings
31
Osaic Holdings
Arizona
$600K -$3.41K -646 -0.6%
RCM
32
Robinson Capital Management
Michigan
$573K +$119K +22,500 +26%
SIA
33
Sit Investment Associates
Minnesota
$520K – – –
RJA
34
Raymond James & Associates
Florida
$462K +$206 +39 +0%
Truist Financial
35
Truist Financial
North Carolina
$458K +$28.1K +5,323 +7%
Lazard Asset Management
36
Lazard Asset Management
New York
$448K – – –
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$442K +$3.36K +636 +0.8%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$374K +$51.2K +9,700 +16%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$368K +$61K +11,583 +20%
RIA
40
Regal Investment Advisors
Michigan
$336K +$336K +63,722 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$328K -$138K -26,203 -30%
LPL Financial
42
LPL Financial
California
$239K +$71.2K +13,470 +42%
CAM
43
Cresset Asset Management
Illinois
$235K – – –
SBIA
44
Sheaff Brock Investment Advisors
Indiana
$200K – – –
TSS
45
Two Sigma Securities
New York
$188K +$188K +35,584 New
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$185K – – –
CB
47
Commerce Bank
Missouri
$182K – – –
VVP
48
Venture Visionary Partners
Ohio
$180K +$180K +34,159 New
OC
49
Oppenheimer & Co
New York
$169K +$47 +9 +0%
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K +$17K +3,235 +12%
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