HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $246M invested in Western Asset High Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
24
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$50.2M
2
PHS
Pekin Hardy Strauss
Illinois
$2.98M
3
BlackRock
BlackRock
New York
$2.73M
4
BI
Bramshill Investments
Florida
$13.1M
5
PPA
Parametric Portfolio Associates
Washington
$14.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$6.21M
2
CRC
Curi RMB Capital
Illinois
$325K
3
RCM
Robinson Capital Management
Michigan
$96K
4
Invesco
Invesco
Georgia
$8.01M
5
UBS Group
UBS Group
Switzerland
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
51
Virtu Financial
New York
$190K -$9.45K -1,960 -5%
Truist Financial
52
Truist Financial
North Carolina
$173K +$2.79K +578 +2%
TSS
53
Two Sigma Securities
New York
$167K -$44.6K -9,253 -21%
DA
54
Doliver Advisors
Texas
$163K -$135K -28,016 -45%
QCIG
55
Quad-Cities Investment Group
Iowa
$158K -$8.43K -1,736 -5%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$156K -$3.61K -747 -2%
WS
57
Wedbush Securities
California
$151K +$130 +27 +0.1%
ANBT
58
American National Bank & Trust
Texas
$137K – – –
SGCA
59
Steel Grove Capital Advisors
Tennessee
$134K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$132K +$48.9K +10,169 +59%
CSIC
61
Clifford Swan Investment Counsel
California
$118K – – –
UCI
62
Uncommon Cents Investing
Wisconsin
$99K – – –
RCM
63
Robinson Capital Management
Michigan
$96K -$881K -183,590 -90%
FPCP
64
Fort Point Capital Partners
California
$96K -$100K -20,713 -51%
AWM
65
Aries Wealth Management
Maine
$92K – – –
Goldman Sachs
66
Goldman Sachs
New York
$91K -$137K -28,261 -60%
NWP
67
Northstar Wealth Partners
Connecticut
$90K – – –
RW
68
REDW Wealth
New Mexico
$89K – – –
RJT
69
Raymond James Trust
Florida
$85K – – –
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$79K -$7.57K -1,565 -9%
William Blair & Company
71
William Blair & Company
Illinois
$72K +$72K +14,980 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$66K -$3.59K -747 -5%
FIM
73
Freedom Investment Management
Connecticut
$62K +$2.84K +592 +5%
EWM
74
Edge Wealth Management
New York
$60K -$30.5K -6,364 -34%
SPIA
75
Steward Partners Investment Advisory
New York
$59K – – –
1 2
3
4 5