HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

98 hedge funds and large institutions have $238M invested in Western Asset High Income Opportunity Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-3
Holders Change %
-2.97%
% of All Funds
2.25%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
36
Reduced
27
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$38.9M
2
EVM
Eaton Vance Management
Massachusetts
$12.7M
3
PPA
Parametric Portfolio Associates
Washington
$14M
4
1CP
1607 Capital Partners
Virginia
$1.44M
5
UBS Group
UBS Group
Switzerland
$24.4M

Top Sellers

1
BI
Bramshill Investments
Florida
$11.1M
2
Bank of America
Bank of America
North Carolina
$14.7M
3
RJA
Raymond James & Associates
Florida
$562K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.4M
5
ACM
Alethea Capital Management
Washington
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
76
MGO One Seven
Ohio
$67K -$5.28K -1,105 -7%
RMDI
77
R.M. Davis Inc
Maine
$65K -$1.58K -327 -2%
SCM
78
Southport Capital Management
Tennessee
$63K – – –
DWM
79
Dynasty Wealth Management
Florida
$60K -$3.7K -768 -6%
SPIA
80
Steward Partners Investment Advisory
New York
$59K – – –
FIM
81
Freedom Investment Management
Connecticut
$59K +$4.05K +848 +7%
SWP
82
Stratos Wealth Partners
Ohio
$59K +$51.2K +10,699 +652%
RFC
83
Regions Financial Corp
Alabama
$48K – – –
SSB
84
Sandy Spring Bank
Maryland
$37K – – –
SFM
85
Signet Financial Management
New Jersey
$29K +$29K +5,995 New
SFG
86
SevenBridge Financial Group
Pennsylvania
$24K – – –
ASN
87
Advisory Services Network
Georgia
$10K – – –
APA
88
American Portfolios Advisors
New York
$6.06K – – –
AF
89
Allworth Financial
California
$4K – – –
SWM
90
SeaCrest Wealth Management
New York
$4K – – –
US Bancorp
91
US Bancorp
Minnesota
$3K -$27.2K -4,824 -90%
MSA
92
Marino Stram & Associates
Massachusetts
$3K – – –
Citigroup
93
Citigroup
New York
$2K -$104K -16,542 -98%
IWM
94
IHT Wealth Management
Illinois
$2K – – –
FGC
95
Financial Gravity Companies
Texas
$2K +$827 +175 +71%
FGAM
96
Financial Gravity Asset Management
Texas
$2K +$2K +423 New
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K – – –
ACM
98
Alethea Capital Management
Washington
– -$573K -112,955 Closed
COLIM
99
City of London Investment Management
United Kingdom
– -$300K -59,285 Closed
WAM
100
Wolverine Asset Management
Illinois
– -$277K -54,715 Closed
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4
5