HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $119M invested in Western Asset High Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.86M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M
3
RC
3
Rareview Capital
Nevada
$2.53M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$453K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$6.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.49M
3
LCM
3
Landscape Capital Management
New Jersey
$297K
4
RJA
4
Raymond James & Associates
Florida
$1.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426K
Name Holding Trade Value Shares
Change 		Shares
Change %
WBCM
51
Wilson & Boucher Capital Management
California
$154K – – –
CD
52
Chapin Davis
Maryland
$154K – – –
BCA
53
Bay Colony Advisors
Massachusetts
$152K +$3.76K +929 +3%
FGA
54
Fortis Group Advisors
New Jersey
$144K – – –
CA
55
Clearstead Advisors
Ohio
$139K – – –
BW
56
Bison Wealth
Georgia
$135K -$17.7K -4,377 -12%
DCM
57
Dudley Capital Management
Virginia
$126K – – –
GLA
58
Good Life Advisors
Pennsylvania
$125K – – –
AWM
59
Avior Wealth Management
Nebraska
$115K +$23.5K +5,802 +26%
TCA
60
Transcend Capital Advisors
New Jersey
$115K +$115K +28,386 New
PHS
61
Pekin Hardy Strauss
Illinois
$112K -$13.5K -3,340 -11%
VVP
62
Venture Visionary Partners
Ohio
$110K – – –
UCI
63
Uncommon Cents Investing
Wisconsin
$107K – – –
KFA
64
Kelleher Financial Advisors
New York
$105K +$2.82K +695 +3%
SFS
65
Shaker Financial Services
Virginia
$103K +$103K +25,310 New
MML Investors Services
66
MML Investors Services
Massachusetts
$100K -$51.3K -12,647 -34%
HF
67
HRT Financial
New York
$99K +$35.5K +8,809 +56%
HighTower Advisors
68
HighTower Advisors
Illinois
$76K -$1.98K -482 -3%
RJT
69
Raymond James Trust
Florida
$72.9K – – –
WS
70
Wedbush Securities
California
$71K -$5.4K -1,324 -7%
SEM
71
Suncoast Equity Management
Florida
$66.2K +$1.77K +436 +3%
EMAM
72
Encompass More Asset Management
California
$62.1K +$62.1K +15,332 New
SA
73
Sanctuary Advisors
Indiana
$61.8K – – –
IWC
74
Integrated Wealth Concepts
Massachusetts
$61.5K – – –
HCA
75
Harbour Capital Advisors
Virginia
$60.3K +$1.6K +400 +3%
1 2
3
4 5