HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

74 hedge funds and large institutions have $104M invested in Western Asset High Income Opportunity Fund in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 15 closing their positions.

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
13
Reduced
23
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$5.36M
2
UBS Group
2
UBS Group
Switzerland
$7.03M
3
LPL Financial
3
LPL Financial
California
$6.42M
4
Bank of America
4
Bank of America
North Carolina
$8.51M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$644K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$387K
2
COLIM
2
City of London Investment Management
United Kingdom
$4.41M
3
SBIA
3
Sheaff Brock Investment Advisors
Indiana
$0
4
Citigroup
4
Citigroup
New York
$4.07M
5
AA
5
AQR Arbitrage
Connecticut
$741K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
51
Doliver Advisors
Texas
$86K +$86K +18,374 New
BTS
52
BB&T Securities
Virginia
$83K +$83K +17,740 New
WA
53
Waverly Advisors
Alabama
$75K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$74K +$163 +35 +0.2%
HighTower Advisors
55
HighTower Advisors
Illinois
$73K +$73K +15,606 New
ANBT
56
American National Bank & Trust
Texas
$70K – – –
HCM
57
Hollencrest Capital Management
California
$69K – – –
CCB
58
Cutter & Co Brokerage
Missouri
$67K – – –
RJT
59
Raymond James Trust
Florida
$55K -$7.02K -1,507 -11%
MFS
60
MSI Financial Services
Massachusetts
$50K -$7.47K -1,585 -13%
TA
61
TMD & Associates
Arizona
$50K +$50K +10,631 New
DADC
62
D.A. Davidson & Co
Montana
$41K +$41K +8,770 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$30K – – –
KA
64
Klingman & Associates
New York
$24K – – –
FNBT
65
FineMark National Bank & Trust
Florida
$21K -$7.03K -1,513 -25%
VNA
66
Valley National Advisers
Pennsylvania
$16K – – –
AAM
67
Advisors Asset Management
Colorado
$15K – – –
GWM
68
Geneos Wealth Management
Colorado
$15K +$15K +3,270 New
TCM
69
Tradewinds Capital Management
Washington
$5K – – –
WT
70
Whittier Trust
California
$5K +$5K +1,040 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
US Bancorp
72
US Bancorp
Minnesota
$3K – – –
Creative Planning
73
Creative Planning
Kansas
$1K -$7.46K -1,223 -88%
PCM
74
Penserra Capital Management
California
$4 – -83 -9%
SBIA
75
Sheaff Brock Investment Advisors
Indiana
– -$1.7M -362,517 Closed
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