HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

93 hedge funds and large institutions have $175M invested in Western Asset High Income Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$43.9M
2
UBS Group
UBS Group
Switzerland
$30.5M
3
VIA
Vident Investment Advisory
Georgia
$3.23M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$983K
5
SFS
Shaker Financial Services
Virginia
$825K

Top Sellers

1
CC
Carlson Capital
Texas
$0
2
CFIC
City Financial Investment Company
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$405K
4
LCM
Landscape Capital Management
New Jersey
$718K
5
WCMNY
Westchester Capital Management (New York)
New York
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$171K -$1.85K -363 -1%
WS
52
Wedbush Securities
California
$161K +$90 +18 +0.1%
RJT
53
Raymond James Trust
Florida
$154K +$29.3K +5,840 +24%
Truist Financial
54
Truist Financial
North Carolina
$151K +$887 +176 +0.6%
ANBT
55
American National Bank & Trust
Texas
$144K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$144K +$51.1K +10,140 +55%
GIA
57
Granite Investment Advisors
New Hampshire
$141K – – –
WA
58
WFG Advisors
Texas
$124K -$8.94K -1,773 -7%
CSIC
59
Clifford Swan Investment Counsel
California
$123K – – –
SI
60
SII Investments
Wisconsin
$120K – – –
LCM
61
Laurion Capital Management
New York
$114K -$675K -134,388 -86%
Citadel Advisors
62
Citadel Advisors
Florida
$105K +$105K +20,833 New
NWP
63
Northstar Wealth Partners
Connecticut
$96K +$96K +18,800 New
EWM
64
Edge Wealth Management
New York
$93K -$315K -62,564 -77%
Nuveen Asset Management
65
Nuveen Asset Management
Illinois
$89K +$5.23K +1,035 +6%
ICOA
66
Investment Centers of America
North Dakota
$79K – – –
GHAM
67
Gilman Hill Asset Management
Connecticut
$76K – – –
William Blair & Company
68
William Blair & Company
Illinois
$75K – – –
HCM
69
Hollencrest Capital Management
California
$75K – – –
IA
70
IFP Advisors
Florida
$64K – – –
FHA
71
Flagship Harbor Advisors
Massachusetts
$63K – – –
WAM
72
Weiss Asset Management
Massachusetts
$62K +$62K +12,293 New
PAM
73
PVG Asset Management
Colorado
$54.4K – – –
PFO
74
Pathstone Family Office
New Jersey
$48K +$48K +9,498 New
DADC
75
D.A. Davidson & Co
Montana
$46K – – –
1 2
3
4 5