HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Western Asset High Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
SIA
2
Sit Investment Associates
Minnesota
$6.84M
3
ICM
3
Ionic Capital Management
New York
$2.4M
4
COLIM
4
City of London Investment Management
United Kingdom
$2.74M
5
LCM
5
Landscape Capital Management
New Jersey
$679K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$18.7M
2
ECM
2
Evergreen Capital Management
Washington
$1.89M
3
RCM
3
Rivernorth Capital Management
Florida
$19.3M
4
RA
4
RFG Advisory
Alabama
$1.16M
5
UBS Group
5
UBS Group
Switzerland
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
26
Wela Strategies
Georgia
$966K +$428 +111 +0%
PFA
27
Pathway Financial Advisers
Indiana
$936K +$42.7K +11,068 +5%
HWAM
28
Hennion & Walsh Asset Management
New Jersey
$858K -$23.5K -6,081 -3%
RJA
29
Raymond James & Associates
Florida
$857K -$114K -29,460 -12%
POIA
30
Pin Oak Investment Advisors
Texas
$850K +$27K +6,995 +3%
First Trust Advisors
31
First Trust Advisors
Illinois
$811K -$12.3K -3,184 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$750K +$20.3K +5,253 +3%
LCM
33
Landscape Capital Management
New Jersey
$679K +$566K +146,754 +503%
SFS
34
Shaker Financial Services
Virginia
$575K +$43.7K +11,320 +8%
TIM
35
Tortoise Investment Management
New York
$503K -$140K -36,288 -22%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$464K +$464K +120,104 New
Osaic Holdings
37
Osaic Holdings
Arizona
$406K -$191K -49,472 -32%
SPIA
38
Steward Partners Investment Advisory
New York
$391K +$349K +90,330 +814%
NA
39
NewEdge Advisors
Louisiana
$333K +$90.8K +23,394 +37%
LPL Financial
40
LPL Financial
California
$295K -$7.16K -1,855 -2%
Truist Financial
41
Truist Financial
North Carolina
$279K – – –
GHAM
42
Gilman Hill Asset Management
Connecticut
$278K – – –
GM
43
GeoWealth Management
Illinois
$256K +$256K +66,267 New
GWMR
44
GC Wealth Management RIA
Massachusetts
$256K +$256K +66,267 New
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$244K +$12K +3,100 +5%
CAN
46
Cetera Advisor Networks
California
$229K +$38.1K +9,880 +20%
Mariner
47
Mariner
Kansas
$212K +$915 +237 +0.4%
ICMP
48
Integrated Capital Management (Pennsylvania)
Pennsylvania
$162K +$2.79K +723 +2%
WBCM
49
Wilson & Boucher Capital Management
California
$156K – – –
WSTAM
50
Wilbanks Smith & Thomas Asset Management
Virginia
$156K +$17K +4,413 +12%
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