HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

98 hedge funds and large institutions have $313M invested in Western Asset High Income Opportunity Fund in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
17
Increased
39
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$12.9M
2
ECM
2
Evergreen Capital Management
Washington
$7.92M
3
SIA
3
Sit Investment Associates
Minnesota
$18.7M
4
GC
4
Guggenheim Capital
Illinois
$2.46M
5
PHS
5
Pekin Hardy Strauss
Illinois
$3.08M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$25.3M
2
RCM
2
Rivernorth Capital Management
Florida
$37.5M
3
AC
3
Almitas Capital
California
$0
4
BI
4
Bramshill Investments
Florida
$44.1M
5
BI
5
Bulldog Investors
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
76
Magnus Financial Group
New York
$69K – – –
SWP
77
Stratos Wealth Partners
Ohio
$59K -$1.95K -400 -3%
EP
78
Eudaimonia Partners
Tennessee
$57K – – –
SIC
79
Samalin Investment Counsel
New York
$54K – – –
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$54K +$54K +11,100 New
SI
81
Stephens Inc
Arkansas
$52K +$97 +20 +0.2%
OA
82
Oxbow Advisors
Texas
$49K – – –
SFS
83
Sowell Financial Services
Arkansas
$39K +$773 +156 +2%
JWM
84
Jeppson Wealth Management
California
$39K +$39K +8,000 New
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$33K +$25.7K +5,259 +351%
APWA
86
Atlas Private Wealth Advisors
New Jersey
$29K – – –
SBL
87
Sargent Bickham Lagudis
Colorado
$28K – – –
Citigroup
88
Citigroup
New York
$14K -$1.42K -291 -9%
WAM
89
Wolverine Asset Management
Illinois
$11K +$11K +2,295 New
CFFP
90
Center for Financial Planning
Michigan
$7K -$4.67K -1,000 -40%
APA
91
American Portfolios Advisors
New York
$6.17K – – –
LWM
92
Liberty Wealth Management
California
$5K – – –
NFSG
93
Newbridge Financial Services Group
Florida
$5K +$5K +1,000 New
US Bancorp
94
US Bancorp
Minnesota
$3K – – –
PFO
95
Pathstone Family Office
New Jersey
$2K -$2K -372 -50%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$2K +$2K +400 New
CHAM
97
Clear Harbor Asset Management
Connecticut
$490 +$490 +100 New
AC
98
Almitas Capital
California
– -$3.8M -822,340 Closed
BI
99
Bulldog Investors
New Jersey
– -$1.79M -387,371 Closed
CRC
100
Curi RMB Capital
Illinois
– -$226K -48,825 Closed
1 2 3
4
5