HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

101 hedge funds and large institutions have $113M invested in Western Asset High Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
LPL Financial
2
LPL Financial
California
$1.09M
3
SIA
3
Sit Investment Associates
Minnesota
$4.94M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
PCM
5
Penserra Capital Management
California
$5.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$206K
3
1CP
3
1607 Capital Partners
Virginia
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$122K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$566K -$171K -43,527 -23%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$537K +$150K +38,057 +39%
WS
28
Wela Strategies
Georgia
$472K +$9.06K +2,304 +2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$433K +$19.3K +4,910 +5%
AWS
30
Atria Wealth Solutions
New York
$419K +$14.1K +3,584 +3%
SPIA
31
Steward Partners Investment Advisory
New York
$368K +$59 +15 +0%
Osaic Holdings
32
Osaic Holdings
Arizona
$338K +$117K +29,872 +53%
MWM
33
Melfa Wealth Management
Massachusetts
$310K – – –
NA
34
NewEdge Advisors
Louisiana
$294K -$21.6K -5,500 -7%
Truist Financial
35
Truist Financial
North Carolina
$284K – – –
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$273K -$5.71K -1,454 -2%
OC
37
Oppenheimer & Co
New York
$268K +$688 +175 +0.3%
EAM
38
Everstar Asset Management
North Carolina
$215K -$28K -7,119 -12%
Allspring Global Investments
39
Allspring Global Investments
North Carolina
$206K -$4.15M -1,056,356 -95%
WLPWM
40
Walled Lake Planning & Wealth Management
Illinois
$200K – – –
SWP
41
Stratos Wealth Partners
Ohio
$182K +$2.65K +675 +1%
BCA
42
Bay Colony Advisors
Massachusetts
$168K +$20.2K +5,137 +14%
UPS
43
UHLMANN PRICE SECURITIES
Illinois
$167K -$8.86K -2,255 -5%
CD
44
Chapin Davis
Maryland
$154K – – –
WBCM
45
Wilson & Boucher Capital Management
California
$149K – – –
FGA
46
Fortis Group Advisors
New Jersey
$140K – – –
CA
47
Clearstead Advisors
Ohio
$135K – – –
BW
48
Bison Wealth
Georgia
$132K +$590 +150 +0.4%
Comerica Bank
49
Comerica Bank
Texas
$130K -$59.9K -15,235 -32%
LCM
50
Landscape Capital Management
New Jersey
$128K -$161K -40,882 -56%
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