HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

100 hedge funds and large institutions have $180M invested in Western Asset High Income Opportunity Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
27
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.83M
2
CIA
2
Capital Investment Advisors
Georgia
$7.84M
3
PCM
3
Penserra Capital Management
California
$12.1M
4
ECM
4
Evergreen Capital Management
Washington
$8.73M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.25M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$11.1M
2
RCM
2
Rivernorth Capital Management
Florida
$17.2M
3
SIA
3
Sit Investment Associates
Minnesota
$5.91M
4
COLIM
4
City of London Investment Management
United Kingdom
$0
5
BI
5
Bramshill Investments
Florida
$36.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Arrow Financial
New York
$53K +$53K +10,655 New
FFWM
77
Future Financial Wealth Management
Ohio
$52K +$52K +10,500 New
WA
78
Winfield Associates
Ohio
$50K -$55.2K -11,056 -52%
IA
79
Insight Advisors
Pennsylvania
$50K +$50K +10,000 New
OA
80
Oxbow Advisors
Texas
$49K – – –
SFS
81
Sowell Financial Services
Arkansas
$40K +$1.03K +207 +3%
ANBT
82
American National Bank & Trust
Texas
$37K -$35.2K -7,135 -49%
LC
83
Lindbrook Capital
California
$35K -$60K -12,000 -63%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$33K +$194 +40 +0.6%
APWA
85
Atlas Private Wealth Advisors
New Jersey
$30K – – –
SBL
86
Sargent Bickham Lagudis
Colorado
$29K – – –
FF
87
FourThought Financial
Florida
$23K +$23K +4,748 New
SPIA
88
Steward Partners Investment Advisory
New York
$19K -$1.2M -243,557 -98%
RA
89
Reby Advisors
Connecticut
$19K +$19K +3,814 New
CFGS
90
Concourse Financial Group Securities
Alabama
$15K +$15K +3,000 New
Citigroup
91
Citigroup
New York
$14K +$29 +6 +0.2%
CFFP
92
Center for Financial Planning
Michigan
$7K – – –
APA
93
American Portfolios Advisors
New York
$6.24K – – –
NFSG
94
Newbridge Financial Services Group
Florida
$5K – – –
IAIM
95
International Assets Investment Management
Florida
$5K +$5K +1,000 New
LWM
96
Liberty Wealth Management
California
$4K – – –
US Bancorp
97
US Bancorp
Minnesota
$3K – – –
PFO
98
Pathstone Family Office
New Jersey
$2K – – –
CWA
99
Clearview Wealth Advisors
Oregon
$1K +$1K +279 New
Walleye Capital
100
Walleye Capital
New York
$572 +$572 +115,542 New
1 2 3
4
5