HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

105 hedge funds and large institutions have $145M invested in Western Asset High Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
31
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$34.9M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.43M
3
RCM
3
Rivernorth Capital Management
Florida
$20.6M
4
CIA
4
Capital Investment Advisors
Georgia
$10.9M
5
ECM
5
Evergreen Capital Management
Washington
$3.98M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.31M
2
CF
2
Centaurus Financial
California
$0
3
RIA
3
Regal Investment Advisors
Michigan
$0
4
Invesco
4
Invesco
Georgia
$4.91M
5
UBS Group
5
UBS Group
Switzerland
$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
76
Atlas Private Wealth Advisors
New Jersey
$52.3K +$52.3K +13,830 New
IWC
77
Integrated Wealth Concepts
Massachusetts
$51.7K +$2.93K +775 +6%
DAS
78
Dynamic Advisor Solutions
Arizona
$50.2K -$1.43K -377 -3%
SG
79
StoneX Group
New York
$49.9K +$49.9K +13,200 New
AAS
80
Avantax Advisory Services
Texas
$44.4K +$718 +190 +2%
GSC
81
Grey Street Capital
Illinois
$44.4K – – –
EP
82
Eudaimonia Partners
Tennessee
$43.8K – – –
MWM
83
Meridian Wealth Management
Kentucky
$42.3K – – –
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$42K +$42K +11,067 New
SPIA
85
Steward Partners Investment Advisory
New York
$41.9K +$34 +9 +0.1%
IAA
86
Ironsides Asset Advisors
North Carolina
$40.2K +$40.2K +10,673 New
FFWM
87
Future Financial Wealth Management
Ohio
$39.7K – – –
XT
88
XTX Topco
Cayman Islands
$39.4K +$39.4K +10,434 New
OA
89
Oxbow Advisors
Texas
$37.8K – – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$15.1K – – –
EC
91
Elequin Capital
New York
$13.1K +$13.1K +3,457 New
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$10.3K +$10.3K +2,713 New
PTC
93
Private Trust Company
Ohio
$10K – – –
AF
94
Advisornet Financial
Minnesota
$9.45K – – –
LFG
95
Larson Financial Group
Missouri
$9.45K +$9.45K +2,500 New
FMII
96
Farmers & Merchants Investments Inc
Nebraska
$8.75K – – –
CFGS
97
Concourse Financial Group Securities
Alabama
$7.35K -$11.4K -3,000 -61%
TRCT
98
Tower Research Capital (TRC)
New York
$6.46K +$6.46K +1,710 New
ME
99
McIlrath & Eck
Washington
$5.47K – – –
KTC
100
Kistler-Tiffany Companies
Pennsylvania
$2.21K +$2.21K +584 New
1 2 3
4
5