HIO

Western Asset High Income Opportunity Fund

98 hedge funds and large institutions have $142M invested in Western Asset High Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
33
Reduced
27
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$867K -$241K -63,361 -22%
TIM
27
Tortoise Investment Management
New York
$836K -$598K -156,952 -42%
RJA
28
Raymond James & Associates
Florida
$829K +$195K +51,109 +31%
PFA
29
Pathway Financial Advisers
Indiana
$825K +$45.1K +11,829 +6%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$794K +$139K +36,609 +21%
POIA
31
Pin Oak Investment Advisors
Texas
$533K
CF
32
Centaurus Financial
California
$399K -$129K -33,888 -24%
RIA
33
Regal Investment Advisors
Michigan
$395K +$18.2K +4,785 +5%
Osaic Holdings
34
Osaic Holdings
Arizona
$379K +$98.9K +25,946 +35%
GHAM
35
Gilman Hill Asset Management
Connecticut
$331K
LPL Financial
36
LPL Financial
California
$325K +$61.5K +16,152 +23%
NA
37
NewEdge Advisors
Louisiana
$319K +$20.4K +5,412 +7%
Truist Financial
38
Truist Financial
North Carolina
$279K
Lazard Asset Management
39
Lazard Asset Management
New York
$268K -$197K
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$251K -$42.2K -11,086 -14%
SFS
41
Shaker Financial Services
Virginia
$247K -$1.36M -352,984 -85%
TIM
42
Triad Investment Management
California
$205K -$4.47K -1,174 -2%
CAN
43
Cetera Advisor Networks
California
$179K +$27.2K +7,144 +18%
WBCM
44
Wilson & Boucher Capital Management
California
$177K -$52.6K -13,800 -23%
ICMP
45
Integrated Capital Management (Pennsylvania)
Pennsylvania
$164K -$34.1K -6,679 -17%
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$150K +$13.1K +3,445 +10%
CD
47
Chapin Davis
Maryland
$147K -$9.22K -2,421 -6%
PHS
48
Pekin Hardy Strauss
Illinois
$130K
DCM
49
Dudley Capital Management
Virginia
$126K
OC
50
Oppenheimer & Co
New York
$125K +$2.35K +616 +2%