HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

79 hedge funds and large institutions have $116M invested in Western Asset High Income Opportunity Fund in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+15
Holders Change %
+23.44%
% of All Funds
2.07%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
18
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$6.04M
2
FC
FCA Corp
Texas
$3.53M
3
PPA
Parametric Portfolio Associates
Washington
$2.06M
4
LPL Financial
LPL Financial
California
$4.1M
5
KIG
Kovitz Investment Group
Illinois
$1.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$16.1M
2
SCM
Saba Capital Management
New York
$14.9M
3
COLIM
City of London Investment Management
United Kingdom
$6.19M
4
RCM
Rivernorth Capital Management
Florida
$10.9M
5
GC
Guggenheim Capital
Illinois
$659K
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Matisse Capital
Oregon
$103K +$103K +21,900 New
FPCP
52
Fort Point Capital Partners
California
$93K +$93K +19,778 New
PFS
53
Prospera Financial Services
Texas
$92K – – –
JCM
54
JD Capital Management
Connecticut
$88K – – –
WA
55
Waverly Advisors
Alabama
$75K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$74K -$17.8K -3,813 -19%
SFM
57
Signet Financial Management
New Jersey
$73K -$4.68K -1,000 -6%
ANBT
58
American National Bank & Trust
Texas
$70K – – –
HCM
59
Hollencrest Capital Management
California
$69K – – –
CCB
60
Cutter & Co Brokerage
Missouri
$67K – – –
Ameriprise
61
Ameriprise
Minnesota
$67K +$6.16K +1,313 +10%
RJT
62
Raymond James Trust
Florida
$62K – – –
MFS
63
MSI Financial Services
Massachusetts
$57K +$54.9K +11,739 +2,580%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$50K +$50K +10,701 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$48K -$26.6K -5,641 -36%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$30K – – –
FNBT
67
FineMark National Bank & Trust
Florida
$28K +$7.02K +1,513 +33%
KA
68
Klingman & Associates
New York
$24K +$24K +5,062 New
RFA
69
Reilly Financial Advisors
California
$21K +$21K +4,500 New
VNA
70
Valley National Advisers
Pennsylvania
$16K – – –
AAM
71
Advisors Asset Management
Colorado
$15K – – –
TFA
72
Transamerica Financial Advisors
Florida
$8K – – –
Creative Planning
73
Creative Planning
Kansas
$7K +$6.17K +1,223 +746%
TCM
74
Tradewinds Capital Management
Washington
$5K – – –
PCM
75
Penserra Capital Management
California
$5K +$5K +969 New
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