HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Western Asset High Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
SIA
2
Sit Investment Associates
Minnesota
$6.84M
3
ICM
3
Ionic Capital Management
New York
$2.4M
4
COLIM
4
City of London Investment Management
United Kingdom
$2.74M
5
LCM
5
Landscape Capital Management
New Jersey
$679K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$18.7M
2
ECM
2
Evergreen Capital Management
Washington
$1.89M
3
RCM
3
Rivernorth Capital Management
Florida
$19.3M
4
RA
4
RFG Advisory
Alabama
$1.16M
5
UBS Group
5
UBS Group
Switzerland
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
51
Comerica Bank
Texas
$153K +$28.2K +7,304 +23%
OC
52
Oppenheimer & Co
New York
$147K +$648 +168 +0.4%
CD
53
Chapin Davis
Maryland
$147K -$490 -127 -0.3%
BW
54
Bison Wealth
Georgia
$145K +$5.53K +1,432 +4%
MML Investors Services
55
MML Investors Services
Massachusetts
$136K +$62.3K +16,162 +84%
HNB
56
Huntington National Bank
Ohio
$124K -$116K – –
AWS
57
Atria Wealth Solutions
New York
$121K – – –
DCM
58
Dudley Capital Management
Virginia
$120K -$7.72K -2,000 -6%
PHS
59
Pekin Hardy Strauss
Illinois
$120K -$11.6K -3,000 -9%
GLA
60
Good Life Advisors
Pennsylvania
$119K – – –
SEM
61
Suncoast Equity Management
Florida
$116K – – –
BCA
62
Bay Colony Advisors
Massachusetts
$112K +$15.3K +3,967 +16%
UCI
63
Uncommon Cents Investing
Wisconsin
$111K +$3.86K +1,000 +4%
VVP
64
Venture Visionary Partners
Ohio
$105K – – –
QC
65
Quadrature Capital
United Kingdom
$99.4K +$99.4K +25,656 New
CAS
66
CTC Alternative Strategies
Illinois
$89.7K +$89.7K +23,240 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$78K -$87.8K -22,761 -53%
HCA
68
Harbour Capital Advisors
Virginia
$77.5K – – –
CIBC World Market
69
CIBC World Market
Ontario, Canada
$77K – – –
CWA
70
Capital Wealth Alliance
Arizona
$76.8K +$2K +519 +3%
MWM
71
Melfa Wealth Management
Massachusetts
$73.1K -$33.4K -8,643 -31%
WS
72
Wedbush Securities
California
$72K – – –
VF
73
Virtu Financial
New York
$72K +$72K +18,582 New
EC
74
Elequin Capital
New York
$68.1K +$60.3K +15,634 +782%
QPW
75
Quantum Private Wealth
Florida
$67.3K – – –
1 2
3
4 5