HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $246M invested in Western Asset High Income Opportunity Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
12
Increased
24
Reduced
35
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$50.2M
2
PHS
Pekin Hardy Strauss
Illinois
$2.98M
3
BlackRock
BlackRock
New York
$2.73M
4
BI
Bramshill Investments
Florida
$13.1M
5
PPA
Parametric Portfolio Associates
Washington
$14.7M

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
$6.21M
2
CRC
Curi RMB Capital
Illinois
$325K
3
RCM
Robinson Capital Management
Michigan
$96K
4
Invesco
Invesco
Georgia
$8.01M
5
UBS Group
UBS Group
Switzerland
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
76
Stratos Wealth Partners
Ohio
$59K – – –
SI
77
Stephens Inc
Arkansas
$59K +$59K +12,215 New
OA
78
Oxbow Advisors
Texas
$51K +$51K +10,500 New
PAG
79
Private Advisor Group
New Jersey
$49K -$65K -13,643 -57%
RFC
80
Regions Financial Corp
Alabama
$48K – – –
KeyBank National Association
81
KeyBank National Association
Ohio
$48K +$48K +10,000 New
SSB
82
Sandy Spring Bank
Maryland
$37K – – –
CWA
83
Clarus Wealth Advisors
Arizona
$32K +$32K +6,678 New
SFM
84
Signet Financial Management
New Jersey
$29K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +5,943 New
SFG
86
SevenBridge Financial Group
Pennsylvania
$24K – – –
Citigroup
87
Citigroup
New York
$21K +$19.4K +3,859 +1,210%
US Bancorp
88
US Bancorp
Minnesota
$8K +$5.33K +1,064 +200%
APA
89
American Portfolios Advisors
New York
$6.07K – – –
CF
90
Centaurus Financial
California
$6K +$6K +1,309 New
SWM
91
SeaCrest Wealth Management
New York
$4K – – –
MSA
92
Marino Stram & Associates
Massachusetts
$3K – – –
FGAM
93
Financial Gravity Asset Management
Texas
$3K +$867 +172 +41%
RWP
94
RWA Wealth Partners
Massachusetts
$3K +$3K +521 New
SEI Investments
95
SEI Investments
Pennsylvania
$2K +$2K +506 New
6M
96
6 Meridian
Kansas
– -$488K -101,455 Closed
MCM
97
Maryland Capital Management
Maryland
– -$472K -98,110 Closed
SG Americas Securities
98
SG Americas Securities
New York
– -$352K -73,274 Closed
FAAS
99
First Allied Advisory Services
California
– -$130K -26,994 Closed
GHAM
100
Gilman Hill Asset Management
Connecticut
– -$72K -15,000 Closed
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4
5