HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

107 hedge funds and large institutions have $152M invested in Western Asset High Income Opportunity Fund in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+9
Holders Change %
+9.18%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
39
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$19.6M
2
Morgan Stanley
Morgan Stanley
New York
$20.7M
3
1CP
1607 Capital Partners
Virginia
$5.77M
4
RA
RFG Advisory
Alabama
$2.18M
5
CIA
Capital Investment Advisors
Georgia
$10M

Top Sellers

1
ECM
Evergreen Capital Management
Washington
$3.64M
2
GC
Guggenheim Capital
Illinois
$5.32M
3
BlackRock
BlackRock
New York
$0
4
WAM
Wolverine Asset Management
Illinois
$0
5
SIA
Sit Investment Associates
Minnesota
$3.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Weiss Asset Management
Massachusetts
$54.6K +$54.6K +13,830 New
DAS
77
Dynamic Advisor Solutions
Arizona
$53.2K +$857 +217 +2%
HighTower Advisors
78
HighTower Advisors
Illinois
$52K -$4.15K -1,042 -7%
DADC
79
D.A. Davidson & Co
Montana
$51.3K – – –
MML Investors Services
80
MML Investors Services
Massachusetts
$51K +$2.01K +507 +4%
CAMG
81
CWA Asset Management Group
Florida
$49.4K +$1.5K +380 +3%
HP
82
Hyperion Partners
Pennsylvania
$47.4K +$47.4K +12,000 New
EP
83
Eudaimonia Partners
Tennessee
$45.8K – – –
AAS
84
Avantax Advisory Services
Texas
$45.2K +$952 +241 +2%
MWM
85
Meridian Wealth Management
Kentucky
$44.2K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$43.7K +$43 +11 +0.1%
BRWA
87
B. Riley Wealth Advisors
Florida
$41.5K +$41.5K +10,509 New
FFWM
88
Future Financial Wealth Management
Ohio
$41.5K – – –
OA
89
Oxbow Advisors
Texas
$39.5K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$26K – – –
ASN
91
Advisory Services Network
Georgia
$24.6K +$24.6K +6,239 New
SBL
92
Sargent Bickham Lagudis
Colorado
$22.9K – – –
CFGS
93
Concourse Financial Group Securities
Alabama
$11.9K – – –
PTC
94
Private Trust Company
Ohio
$10K – – –
AF
95
Advisornet Financial
Minnesota
$9.88K – – –
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$9.14K +$9.14K +2,315 New
ANBT
97
American National Bank & Trust
Texas
$9K -$21K -5,250 -70%
CA
98
CoreCap Advisors
Michigan
$8.64K +$8.64K +2,188 New
TFM
99
TFC Financial Management
Massachusetts
$6.69K -$13.1K -3,308 -66%
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
$6K +$6K +1,412 New
1 2 3
4
5