HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

101 hedge funds and large institutions have $113M invested in Western Asset High Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
LPL Financial
2
LPL Financial
California
$1.09M
3
SIA
3
Sit Investment Associates
Minnesota
$4.94M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
PCM
5
Penserra Capital Management
California
$5.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$206K
3
1CP
3
1607 Capital Partners
Virginia
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$122K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
51
Dudley Capital Management
Virginia
$122K – – –
GLA
52
Good Life Advisors
Pennsylvania
$122K – – –
COLIM
53
City of London Investment Management
United Kingdom
$122K -$1.54M -391,942 -93%
TCA
54
Transcend Capital Advisors
New Jersey
$112K – – –
SFS
55
Shaker Financial Services
Virginia
$107K +$7.99K +2,033 +8%
VVP
56
Venture Visionary Partners
Ohio
$107K – – –
MML Investors Services
57
MML Investors Services
Massachusetts
$105K +$7.85K +1,992 +8%
UCI
58
Uncommon Cents Investing
Wisconsin
$103K – – –
CCA
59
Corps Capital Advisors
Texas
$98.3K +$98.3K +25,000 New
AWM
60
Avior Wealth Management
Nebraska
$91.3K -$20.4K -5,185 -18%
MCM
61
MAI Capital Management
Ohio
$84.8K +$84.8K +21,586 New
AF
62
Atala Financial
California
$84.5K +$84.5K +21,500 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$78K +$78K +19,794 New
SIC
64
Samalin Investment Counsel
New York
$76.4K +$76.4K +19,432 New
HighTower Advisors
65
HighTower Advisors
Illinois
$72.6K – – –
XT
66
XTX Topco
Cayman Islands
$69.1K +$69.1K +17,570 New
SEM
67
Suncoast Equity Management
Florida
$66.6K +$2.32K +591 +4%
PAS
68
Park Avenue Securities
New York
$64K +$15.6K +3,951 +32%
VF
69
Virtu Financial
New York
$64K +$64K +16,353 New
FCM
70
Fourpath Capital Management
Oklahoma
$60.8K +$60.8K +15,466 New
EMAM
71
Encompass More Asset Management
California
$60.5K +$279 +71 +0.5%
IWC
72
Integrated Wealth Concepts
Massachusetts
$59.6K – – –
PHS
73
Pekin Hardy Strauss
Illinois
$58.5K -$50.6K -12,874 -46%
CL
74
Choreo LLC
Illinois
$58.4K +$58.4K +14,855 New
JHCP
75
Jackson Hole Capital Partners
Oklahoma
$53.8K +$53.8K +13,700 New
1 2
3
4 5