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HIO

Western Asset High Income Opportunity Fund
HIO

106 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

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

11% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 28

7% more funds holding

Funds holding: 99 → 106 (+7)

1.01% more ownership

Funds ownership: 39.23% → 40.25% (+1%)

2% more capital invested

Capital invested by funds: $142M → $145M (+$2.55M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% 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
Bramshill Investments
Florida
+$3.69M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.28M
3
RCM
Rivernorth Capital Management
Florida
+$857K
4
CIA
Capital Investment Advisors
Georgia
+$674K
5
ECM
Evergreen Capital Management
Washington
+$233K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$857K
2
CF
Centaurus Financial
California
-$399K
3
RIA
Regal Investment Advisors
Michigan
-$395K
4
Invesco
Invesco
Georgia
-$385K
5
UBS Group
UBS Group
Switzerland
-$297K
Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
76
Steel Grove Capital Advisors
Tennessee
$54.8K – – –
APWA
77
Atlas Private Wealth Advisors
New Jersey
$52.3K +$52.4K +13,830 New
IWC
78
Integrated Wealth Concepts
Massachusetts
$51.7K +$2.94K +775 +6%
DAS
79
Dynamic Advisor Solutions
Arizona
$50.2K -$1.43K -377 -3%
SG
80
StoneX Group
New York
$49.9K +$50K +13,200 New
AAS
81
Avantax Advisory Services
Texas
$44.4K +$720 +190 +2%
GSC
82
Grey Street Capital
Illinois
$44.4K – – –
EP
83
Eudaimonia Partners
Tennessee
$43.8K – – –
MWM
84
Meridian Wealth Management
Kentucky
$42.3K – – –
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$42K +$41.9K +11,067 New
SPIA
86
Steward Partners Investment Advisory
New York
$41.9K +$34 +9 +0.1%
IAA
87
Ironsides Asset Advisors
North Carolina
$40.2K +$40.4K +10,673 New
FFWM
88
Future Financial Wealth Management
Ohio
$39.7K – – –
XT
89
XTX Topco
Cayman Islands
$39.4K +$39.5K +10,434 New
OA
90
Oxbow Advisors
Texas
$37.8K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$15.1K – – –
EC
92
Elequin Capital
New York
$13.1K +$13.1K +3,457 New
JP Morgan Chase
93
JP Morgan Chase
New York
$10.3K +$10.3K +2,713 New
PTC
94
Private Trust Company
Ohio
$10K – – –
AF
95
Advisornet Financial
Minnesota
$9.45K – – –
LFG
96
Larson Financial Group
Missouri
$9.45K +$9.47K +2,500 New
FMII
97
Farmers & Merchants Investments Inc
Nebraska
$8.75K – – –
CFGS
98
Concourse Financial Group Securities
Alabama
$7.34K -$11.4K -3,000 -61%
TRCT
99
Tower Research Capital (TRC)
New York
$6.46K +$6.48K +1,710 New
ME
100
McIlrath & Eck
Washington
$5.47K – – –
1 2 3
4
5

HIO Hedge Fund Activity: Q2 2023 in Review

106 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q2 2023, worth a combined $145M — up 1.8% from $142M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new HIO positions and 8 closed out — a net gain of 9 holders — while 31 added to existing stakes and 28 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $3.69M. The largest seller was Sit Investment Associates, cutting an estimated $857K.

  • 106 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q2 2023, up from 99 in Q1 2023.
  • Funds reported $145M of Western Asset High Income Opportunity Fund stock for Q2 2023, up 1.8% quarter-over-quarter.
  • 17 funds opened new Western Asset High Income Opportunity Fund positions in Q2 2023 and 8 closed out, a net change of +9 holders.
  • The largest Western Asset High Income Opportunity Fund buyer in Q2 2023 was Bramshill Investments, an estimated $3.69M added.
  • The largest Western Asset High Income Opportunity Fund seller in Q2 2023 was Sit Investment Associates, an estimated $857K sold.

Based on aggregated 13F filings for Q2 2023.