HIO

Western Asset High Income Opportunity Fund

112 hedge funds and large institutions have $135M invested in Western Asset High Income Opportunity Fund in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
33
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
26
Park Avenue Securities
New York
$869K +$21.6K +5,939 +3%
PFA
27
Pathway Financial Advisers
Indiana
$842K +$842K +231,429 New
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$832K -$7.91K -2,174 -0.9%
POIA
29
Pin Oak Investment Advisors
Texas
$784K +$277K +75,340 +55%
First Trust Advisors
30
First Trust Advisors
Illinois
$776K -$9.36K -2,570 -1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$688K -$90.2K -24,789 -12%
TIM
32
Tortoise Investment Management
New York
$606K -$117K -32,201 -16%
Osaic Holdings
33
Osaic Holdings
Arizona
$563K +$236K +64,702 +72%
SFS
34
Shaker Financial Services
Virginia
$506K +$101K +27,450 +25%
LPL Financial
35
LPL Financial
California
$285K +$34.8K +9,565 +14%
Truist Financial
36
Truist Financial
North Carolina
$263K -$4.37K -1,200 -2%
GHAM
37
Gilman Hill Asset Management
Connecticut
$262K
NA
38
NewEdge Advisors
Louisiana
$227K -$80.4K -22,100 -26%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$218K -$2.84K -781 -1%
Mariner
40
Mariner
Kansas
$199K +$199K +54,800 New
GT
41
Glenview Trust
Kentucky
$182K +$182K +50,000 New
CAN
42
Cetera Advisor Networks
California
$180K +$6.22K +1,710 +4%
AWM
43
Axxcess Wealth Management
California
$165K +$165K +45,381 New
WAM
44
Wolverine Asset Management
Illinois
$159K +$81.9K +22,498 +106%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$156K -$7.46K -2,056 -5%
HF
46
HRT Financial
New York
$152K +$82.2K +22,618 +118%
ICMP
47
Integrated Capital Management (Pennsylvania)
Pennsylvania
$150K -$2.8K -769 -2%
WBCM
48
Wilson & Boucher Capital Management
California
$147K
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$147K -$98.6K -27,078 -40%
CD
50
Chapin Davis
Maryland
$139K -$1.38K -378 -1%