HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

101 hedge funds and large institutions have $220M invested in Western Asset High Income Opportunity Fund in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+18
Holders Change %
+21.69%
% of All Funds
2.29%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
30
Increased
27
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$16.2M
2
PPA
Parametric Portfolio Associates
Washington
$12.9M
3
RCM
Rivernorth Capital Management
Florida
$45M
4
BI
Bramshill Investments
Florida
$20M
5
VCM
Vivaldi Capital Management
Illinois
$922K

Top Sellers

1
UBS Group
UBS Group
Switzerland
$24.8M
2
Bank of America
Bank of America
North Carolina
$17.4M
3
Morgan Stanley
Morgan Stanley
New York
$19.3M
4
KLI
Kelman-Lazarov Inc
Tennessee
$0
5
SFS
Shaker Financial Services
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$190K +$96.4K +18,774 +103%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$187K +$187K +36,958 New
WAM
53
Weiss Asset Management
Massachusetts
$186K +$186K +36,693 New
Truist Financial
54
Truist Financial
North Carolina
$177K +$3.91K +770 +2%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$169K +$46.9K +9,263 +38%
WS
56
Wedbush Securities
California
$158K +$147 +29 +0.1%
CSIC
57
Clifford Swan Investment Counsel
California
$154K +$30.7K +6,078 +25%
ANBT
58
American National Bank & Trust
Texas
$145K – – –
SGCA
59
Steel Grove Capital Advisors
Tennessee
$141K – – –
UCI
60
Uncommon Cents Investing
Wisconsin
$105K +$105K +20,639 New
AGM
61
Alpine Global Management
New York
$105K +$105K +20,753 New
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$100K +$11.4K +2,252 +13%
AWM
63
Aries Wealth Management
Maine
$96K +$96K +19,296 New
NWP
64
Northstar Wealth Partners
Connecticut
$95K – – –
EWM
65
Edge Wealth Management
New York
$94K +$531 +106 +0.6%
RW
66
REDW Wealth
New Mexico
$94K +$94K +18,519 New
CAN
67
Cetera Advisor Networks
California
$94K +$94K +18,614 New
HK
68
Horizon Kinetics
New York
$92K -$40.2K -7,920 -30%
RJT
69
Raymond James Trust
Florida
$90K -$16.5K -3,240 -15%
Citigroup
70
Citigroup
New York
$85K +$51.7K +10,261 +155%
MOS
71
MGO One Seven
Ohio
$77K +$77K +15,124 New
GHAM
72
Gilman Hill Asset Management
Connecticut
$76K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$74K -$51.1K -10,000 -41%
CWA
74
Clarus Wealth Advisors
Arizona
$72K +$72K +14,211 New
RMDI
75
R.M. Davis Inc
Maine
$70K +$70K +13,746 New
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