HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

98 hedge funds and large institutions have $142M invested in Western Asset High Income Opportunity Fund in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
33
Reduced
27
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$19.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.16M
3
CIA
Capital Investment Advisors
Georgia
$10.3M
4
BI
Bramshill Investments
Florida
$31.5M
5
ECM
Evergreen Capital Management
Washington
$3.78M

Top Sellers

1
GC
Guggenheim Capital
Illinois
$3.78M
2
SFS
Shaker Financial Services
Virginia
$247K
3
UBS Group
UBS Group
Switzerland
$3.32M
4
SIA
Sit Investment Associates
Minnesota
$2.18M
5
LSC
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$47.6K +$47.6K +12,604 New
GSC
77
Grey Street Capital
Illinois
$44.4K +$44.4K +11,648 New
EP
78
Eudaimonia Partners
Tennessee
$44.2K – – –
AAS
79
Avantax Advisory Services
Texas
$44.1K +$438 +115 +1%
MWM
80
Meridian Wealth Management
Kentucky
$42.7K – – –
SPIA
81
Steward Partners Investment Advisory
New York
$42.2K +$19 +5 +0%
BRWA
82
B. Riley Wealth Advisors
Florida
$40.4K +$77 +20 +0.2%
FFWM
83
Future Financial Wealth Management
Ohio
$40.4K – – –
OA
84
Oxbow Advisors
Texas
$38.1K – – –
CFGS
85
Concourse Financial Group Securities
Alabama
$18.9K +$7.4K +1,928 +64%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$15.2K +$15.2K +4,000 New
PTC
87
Private Trust Company
Ohio
$10.1K – – –
AF
88
Advisornet Financial
Minnesota
$9.53K – – –
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$8.82K – – –
ME
90
McIlrath & Eck
Washington
$5.51K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$3.81K +$3.81K +1,000 New
TWA
92
TCI Wealth Advisors
Arizona
$2.6K +$2.6K +681 New
AIP
93
Ahrens Investment Partners
Louisiana
$2.26K +$2.26K +594 New
HI
94
Harbour Investments
Wisconsin
$2.11K +$30 +8 +1%
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
$1.73K +$34 +9 +2%
CSPIA
96
Cary Street Partners Investment Advisory
Virginia
$1.52K – – –
RCM
97
Robinson Capital Management
Michigan
$1.06K -$419K -108,438 -100%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$180 – +83 +0.2%
HNB
99
Huntington National Bank
Ohio
$4 -$4 – –
LSC
100
Logan Stone Capital
Illinois
– -$698K -176,739 Closed
1 2 3
4
5