HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $119M invested in Western Asset High Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.86M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M
3
RC
3
Rareview Capital
Nevada
$2.53M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$453K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$6.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.49M
3
LCM
3
Landscape Capital Management
New Jersey
$297K
4
RJA
4
Raymond James & Associates
Florida
$1.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Trust Advisors
26
First Trust Advisors
Illinois
$959K -$24.4K -6,035 -2%
Stifel Financial
27
Stifel Financial
Missouri
$760K -$27.5K -6,799 -3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$607K -$119K -29,319 -16%
WS
29
Wela Strategies
Georgia
$477K -$236K -58,199 -33%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$453K +$404K +100,942 +821%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$434K +$171K +42,188 +65%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$426K -$1.13M -279,274 -73%
AWS
33
Atria Wealth Solutions
New York
$421K -$6.53K -1,600 -2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$399K -$543K -134,100 -58%
SPIA
35
Steward Partners Investment Advisory
New York
$379K +$182 +45 +0%
NA
36
NewEdge Advisors
Louisiana
$325K – – –
MWM
37
Melfa Wealth Management
Massachusetts
$320K – – –
LPL Financial
38
LPL Financial
California
$316K +$91.6K +22,606 +41%
LCM
39
Landscape Capital Management
New Jersey
$297K -$1.71M -421,517 -85%
Truist Financial
40
Truist Financial
North Carolina
$292K – – –
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$288K -$39.5K -9,745 -12%
OC
42
Oppenheimer & Co
New York
$276K +$701 +173 +0.3%
EAM
43
Everstar Asset Management
North Carolina
$250K +$250K +61,746 New
Osaic Holdings
44
Osaic Holdings
Arizona
$227K -$20.3K -5,007 -8%
Mariner
45
Mariner
Kansas
$225K -$46.9K -11,580 -17%
GHAM
46
Gilman Hill Asset Management
Connecticut
$217K -$3.04K -750 -1%
WLPWM
47
Walled Lake Planning & Wealth Management
Illinois
$206K – – –
Comerica Bank
48
Comerica Bank
Texas
$195K +$28.2K +6,966 +17%
SWP
49
Stratos Wealth Partners
Ohio
$185K +$132K +32,603 +251%
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$181K +$181K +44,699 New
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