HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

85 hedge funds and large institutions have $260M invested in Western Asset High Income Opportunity Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 28 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.85%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
24
Reduced
28
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$79.1M
2
BI
Bramshill Investments
Florida
$35.2M
3
SIA
Sit Investment Associates
Minnesota
$11M
4
VCM
Vivaldi Capital Management
Illinois
$2.96M
5
Morgan Stanley
Morgan Stanley
New York
$18.8M

Top Sellers

1
PHS
Pekin Hardy Strauss
Illinois
$240K
2
PPA
Parametric Portfolio Associates
Washington
$12.9M
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$0
4
1CP
1607 Capital Partners
Virginia
$0
5
UBS Group
UBS Group
Switzerland
$22.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$101K -$6.39K -1,262 -6%
AWM
52
Aries Wealth Management
Maine
$99K – – –
WS
53
Wedbush Securities
California
$96K -$6.12K -1,190 -6%
NWP
54
Northstar Wealth Partners
Connecticut
$96K – – –
RW
55
REDW Wealth
New Mexico
$95K – – –
RJT
56
Raymond James Trust
Florida
$91K – – –
SGCA
57
Steel Grove Capital Advisors
Tennessee
$78K – – –
Deutsche Bank
58
Deutsche Bank
Germany
$76K +$76K +14,994 New
MFG
59
Magnus Financial Group
New York
$72K – – –
HighTower Advisors
60
HighTower Advisors
Illinois
$71K +$71K +14,108 New
DA
61
Doliver Advisors
Texas
$68K +$2.67K +522 +4%
RCM
62
Rivernorth Capital Management
Florida
$63.1K +$8.54K +1,668,692 +16%
FAAS
63
First Allied Advisory Services
California
$63K -$28K -5,448 -31%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$62K -$66.7K -13,007 -52%
SWP
65
Stratos Wealth Partners
Ohio
$61K – – –
SS
66
Simplicity Solutions
Minnesota
$59K +$59K +11,487 New
SI
67
Stephens Inc
Arkansas
$58K -$5K -970 -8%
OA
68
Oxbow Advisors
Texas
$51K – – –
SSB
69
Sandy Spring Bank
Maryland
$40K – – –
CWA
70
Clarus Wealth Advisors
Arizona
$37K +$647 +125 +2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
SFG
72
SevenBridge Financial Group
Pennsylvania
$26K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$25K -$25K -4,824 -50%
SPIA
74
Steward Partners Investment Advisory
New York
$21K +$21K +4,286 New
RIA
75
Realta Investment Advisors
Delaware
$7K +$7K +1,460 New
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3
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