HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

93 hedge funds and large institutions have $190M invested in Western Asset High Income Opportunity Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 37 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-6
Holders Change %
-6.06%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
37
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$42.4M
2
PCM
2
Penserra Capital Management
California
$13M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.1M
4
Invesco
4
Invesco
Georgia
$7.56M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$1.37M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$23.7M
2
PPA
2
Parametric Portfolio Associates
Washington
$2.83M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$1.67M
5
UBS Group
5
UBS Group
Switzerland
$8.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
76
Oxbow Advisors
Texas
$53K – – –
ANBT
77
American National Bank & Trust
Texas
$40K – – –
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$36K +$142 +27 +0.4%
APWA
79
Atlas Private Wealth Advisors
New Jersey
$32K – – –
SBL
80
Sargent Bickham Lagudis
Colorado
$31K – – –
Barclays
81
Barclays
United Kingdom
$29K – – –
FF
82
FourThought Financial
Florida
$25K – – –
SPIA
83
Steward Partners Investment Advisory
New York
$20K -$20.6K -3,995 -51%
CFGS
84
Concourse Financial Group Securities
Alabama
$16K – – –
Citigroup
85
Citigroup
New York
$15K +$26 +5 +0.2%
CFFP
86
Center for Financial Planning
Michigan
$8K – – –
FEG
87
Financial Enhancement Group
Indiana
$7K +$7K +1,280 New
APA
88
American Portfolios Advisors
New York
$6.65K – – –
NFSG
89
Newbridge Financial Services Group
Florida
$5K – – –
US Bancorp
90
US Bancorp
Minnesota
$3K – – –
CWA
91
Clearview Wealth Advisors
Oregon
$2K +$35 +5 +2%
HI
92
Harbour Investments
Wisconsin
$1K – – –
Walleye Capital
93
Walleye Capital
New York
$663 -$61 -11,519 -8%
WAM
94
Wolverine Asset Management
Illinois
– -$738K -145,439 Closed
CL
95
CSS LLC
Illinois
– -$293K -57,594 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– -$285K -56,041 Closed
CWM
97
Connecticut Wealth Management
Connecticut
– -$78K -15,300 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$61K -12,057 Closed
SFS
99
Sowell Financial Services
Arkansas
– -$62K -11,901 Closed
WA
100
Winfield Associates
Ohio
– -$51K -10,017 Closed
1 2 3
4
5