HIO

Western Asset High Income Opportunity Fund

96 hedge funds and large institutions have $118M invested in Western Asset High Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
40
Reduced
22
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$886K -$447K -117,259 -34%
POIA
27
Pin Oak Investment Advisors
Texas
$870K +$21K +5,504 +2%
PIWA
28
Prevail Innovative Wealth Advisors
Kansas
$769K +$150K +39,387 +24%
Stifel Financial
29
Stifel Financial
Missouri
$741K -$41.1K -10,792 -5%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$682K +$27.2K +7,146 +4%
WS
31
Wela Strategies
Georgia
$671K +$25.3K +6,638 +4%
AWS
32
Atria Wealth Solutions
New York
$402K
SPIA
33
Steward Partners Investment Advisory
New York
$357K -$29.9K -7,843 -8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$308K -$38.1K -9,990 -11%
NA
35
NewEdge Advisors
Louisiana
$306K -$12.1K -3,178 -4%
MWM
36
Melfa Wealth Management
Massachusetts
$301K +$229K +60,000 +317%
Truist Financial
37
Truist Financial
North Carolina
$275K
BI
38
Bramshill Investments
Florida
$275K -$15.8M -4,142,308 -98%
OC
39
Oppenheimer & Co
New York
$259K -$1.52K -399 -0.6%
Mariner
40
Mariner
Kansas
$256K +$47.3K +12,412 +23%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$247K +$11.9K +3,127 +5%
Osaic Holdings
42
Osaic Holdings
Arizona
$233K -$90.8K -23,822 -28%
ICMP
43
Integrated Capital Management (Pennsylvania)
Pennsylvania
$219K +$55.5K +14,558 +34%
LPL Financial
44
LPL Financial
California
$211K -$2.96K -776 -1%
GHAM
45
Gilman Hill Asset Management
Connecticut
$207K -$66.7K -17,500 -24%
WLPWM
46
Walled Lake Planning & Wealth Management
Illinois
$194K
WAM
47
Wolverine Asset Management
Illinois
$185K +$185K +48,446 New
Comerica Bank
48
Comerica Bank
Texas
$157K +$7.17K +1,882 +5%
AGM
49
Alpine Global Management
New York
$152K +$152K +40,000 New
BW
50
Bison Wealth
Georgia
$147K