HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $325M invested in Western Asset High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
21
Increased
28
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$10.7M
2
BI
Bramshill Investments
Florida
$38.5M
3
SIA
Sit Investment Associates
Minnesota
$17.8M
4
COLIM
City of London Investment Management
United Kingdom
$2.03M
5
UBS Group
UBS Group
Switzerland
$22.9M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$49.1M
2
VIA
Vident Investment Advisory
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$6.79M
4
VCM
Vivaldi Capital Management
Illinois
$0
5
PPA
Parametric Portfolio Associates
Washington
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$187K +$65.8K +12,910 +54%
DA
52
Doliver Advisors
Texas
$169K +$105K +20,771 +165%
Citigroup
53
Citigroup
New York
$164K -$692K -136,491 -81%
GLA
54
Good Life Advisors
Pennsylvania
$156K +$419 +83 +0.3%
PAG
55
Private Advisor Group
New Jersey
$149K -$19.2K -3,790 -11%
WA
56
Winfield Associates
Ohio
$142K +$13.2K +2,600 +10%
LC
57
Lindbrook Capital
California
$142K +$142K +28,000 New
AGM
58
Alpine Global Management
New York
$141K +$141K +27,867 New
HIA
59
Harbor Investment Advisory
Maryland
$118K +$118K +23,278 New
QCIG
60
Quad-Cities Investment Group
Iowa
$112K +$386 +76 +0.3%
CAN
61
Cetera Advisor Networks
California
$107K +$6.28K +1,250 +6%
TSS
62
Two Sigma Securities
New York
$107K +$107K +21,153 New
ANBT
63
American National Bank & Trust
Texas
$106K -$38.5K -7,600 -27%
UCI
64
Uncommon Cents Investing
Wisconsin
$105K – – –
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$104K -$35.2K -6,952 -25%
AWM
66
Aries Wealth Management
Maine
$98K – – –
WS
67
Wedbush Securities
California
$96K +$1.22K +240 +1%
NWP
68
Northstar Wealth Partners
Connecticut
$95K – – –
RW
69
REDW Wealth
New Mexico
$94K -$352 -69 -0.4%
LPL Financial
70
LPL Financial
California
$90K -$84K -16,551 -48%
RJT
71
Raymond James Trust
Florida
$90K – – –
ICMP
72
Integrated Capital Management (Pennsylvania)
Pennsylvania
$82K +$20.2K +4,008 +33%
SGCA
73
Steel Grove Capital Advisors
Tennessee
$77K – – –
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$73K -$11K -2,175 -13%
PA
75
Procyon Advisors
Connecticut
$73K +$73K +14,493 New
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