HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $325M invested in Western Asset High Income Opportunity Fund in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+17
Holders Change %
+21.25%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
21
Increased
28
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$10.7M
2
BI
Bramshill Investments
Florida
$38.5M
3
SIA
Sit Investment Associates
Minnesota
$17.8M
4
COLIM
City of London Investment Management
United Kingdom
$2.03M
5
UBS Group
UBS Group
Switzerland
$22.9M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$49.1M
2
VIA
Vident Investment Advisory
Georgia
$0
3
Bank of America
Bank of America
North Carolina
$6.79M
4
VCM
Vivaldi Capital Management
Illinois
$0
5
PPA
Parametric Portfolio Associates
Washington
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$71K – – –
MFG
77
Magnus Financial Group
New York
$71K – – –
SWP
78
Stratos Wealth Partners
Ohio
$63K +$3.03K +600 +5%
FAAS
79
First Allied Advisory Services
California
$61K -$334 -66 -0.5%
SIC
80
Samalin Investment Counsel
New York
$59K +$59K +11,669 New
SI
81
Stephens Inc
Arkansas
$57K – – –
OA
82
Oxbow Advisors
Texas
$51K – – –
SSB
83
Sandy Spring Bank
Maryland
$39K – – –
TIM
84
Tortoise Investment Management
New York
$38K -$40.5K -8,000 -52%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$30K – – –
SBL
86
Sargent Bickham Lagudis
Colorado
$29K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$24K – – –
DI
88
Disciplined Investments
Oklahoma
$17K +$17K +3,451 New
EWM
89
EPG Wealth Management
Georgia
$11K +$11K +2,111 New
APA
90
American Portfolios Advisors
New York
$6.39K -$3.35K -660 -34%
LWM
91
Liberty Wealth Management
California
$5K – – –
US Bancorp
92
US Bancorp
Minnesota
$3K – – –
CHAM
93
Clear Harbor Asset Management
Connecticut
$507 +$507 +100 New
VIA
94
Vident Investment Advisory
Georgia
– -$6.44M -1,275,004 Closed
VCM
95
Vivaldi Capital Management
Illinois
– -$3.13M -620,541 Closed
Jane Street
96
Jane Street
New York
– -$132K -26,166 Closed
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