HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

93 hedge funds and large institutions have $175M invested in Western Asset High Income Opportunity Fund in 2017 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
2.32%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
23
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$43.9M
2
UBS Group
UBS Group
Switzerland
$30.5M
3
VIA
Vident Investment Advisory
Georgia
$3.23M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$983K
5
SFS
Shaker Financial Services
Virginia
$825K

Top Sellers

1
CC
Carlson Capital
Texas
$0
2
CFIC
City Financial Investment Company
United Kingdom
$0
3
Millennium Management
Millennium Management
New York
$405K
4
LCM
Landscape Capital Management
New Jersey
$718K
5
WCMNY
Westchester Capital Management (New York)
New York
$4.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$39K – – –
US Bancorp
77
US Bancorp
Minnesota
$27K +$24.3K +4,818 +894%
Creative Planning
78
Creative Planning
Kansas
$27K +$26.2K +5,275 +3,216%
SFG
79
SevenBridge Financial Group
Pennsylvania
$26K – – –
VNA
80
Valley National Advisers
Pennsylvania
$17K – – –
PCM
81
Penserra Capital Management
California
$15K +$8.56K +1,776 +133%
ASN
82
Advisory Services Network
Georgia
$10K +$10K +2,016 New
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$7K +$7K +1,448 New
TCM
84
Tradewinds Capital Management
Washington
$5K – – –
BIG
85
Bellwether Investment Group
Tennessee
$5K – – –
PA
86
Parallel Advisors
California
$3K +$3K +652 New
TRCT
87
Tower Research Capital (TRC)
New York
$2K -$820 -123 -29%
GWM
88
Geneos Wealth Management
Colorado
$2K -$16 -4 -0.8%
VCM
89
Vivaldi Capital Management
Illinois
$622 +$622 +123,402 New
CC
90
Carlson Capital
Texas
– -$3.27M -654,945 Closed
CFIC
91
City Financial Investment Company
United Kingdom
– -$1.88M -375,672 Closed
COLIM
92
City of London Investment Management
United Kingdom
– -$490K -98,188 Closed
VKH
93
Virtu KCG Holdings
New York
– -$268K -53,672 Closed
AGM
94
Alpine Global Management
New York
– -$224K -44,983 Closed
Squarepoint
95
Squarepoint
New York
– -$154K -30,800 Closed
Jane Street
96
Jane Street
New York
– -$87K -17,376 Closed
OA
97
Oxbow Advisors
Texas
– -$52K -10,500 Closed
FNBT
98
FineMark National Bank & Trust
Florida
– -$35K -6,933 Closed
NFG
99
Next Financial Group
Texas
– -$14K -2,849 Closed
FAN
100
Financial Advisors Network
California
– -$8.21K -1,600 Closed
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