HIO

Western Asset High Income Opportunity Fund

108 hedge funds and large institutions have $151M invested in Western Asset High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
+12
Holders Change %
+12.5%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
39
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
76
Fourpath Capital Management
Oklahoma
$61K
UCFA
77
United Capital Financial Advisors
Texas
$59K +$59K +14,795 New
SGCA
78
Steel Grove Capital Advisors
Tennessee
$57K
HighTower Advisors
79
HighTower Advisors
Illinois
$56K
SS
80
Simplicity Solutions
Minnesota
$56K
JSW
81
Journey Strategic Wealth
New Jersey
$55K
Creative Planning
82
Creative Planning
Kansas
$51K +$51K +12,840 New
DADC
83
D.A. Davidson & Co
Montana
$51K +$51K +12,994 New
AAS
84
Avantax Advisory Services
Texas
$48K +$686 +173 +1%
FFWM
85
Future Financial Wealth Management
Ohio
$47K
CAMG
86
CWA Asset Management Group
Florida
$47K +$966 +244 +2%
EP
87
Eudaimonia Partners
Tennessee
$46K
SPIA
88
Steward Partners Investment Advisory
New York
$44K +$28 +7 +0.1%
MWM
89
Meridian Wealth Management
Kentucky
$44K +$44K +11,200 New
OA
90
Oxbow Advisors
Texas
$40K
JWM
91
Jeppson Wealth Management
California
$40K +$40K +10,200 New
ANBT
92
American National Bank & Trust
Texas
$30K
SBL
93
Sargent Bickham Lagudis
Colorado
$23K
FF
94
FourThought Financial
Florida
$22K +$2.97K +740 +16%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$20K
CFGS
96
Concourse Financial Group Securities
Alabama
$12K
AF
97
Advisornet Financial
Minnesota
$10K
PTC
98
Private Trust Company
Ohio
$10K +$10K +2,650 New
CA
99
CoreCap Advisors
Michigan
$9K +$9K +2,188 New
FEG
100
Financial Enhancement Group
Indiana
$5K