HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

96 hedge funds and large institutions have $118M invested in Western Asset High Income Opportunity Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
40
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$6.92M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$8.55M
4
LCM
4
Landscape Capital Management
New Jersey
$1.89M
5
RJA
5
Raymond James & Associates
Florida
$2.35M

Top Sellers

1
BI
1
Bramshill Investments
Florida
$275K
2
COLIM
2
City of London Investment Management
United Kingdom
$1.61M
3
RCM
3
Rivernorth Capital Management
Florida
$13M
4
HWAM
4
Hennion & Walsh Asset Management
New Jersey
$128K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$886K
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
76
Harbour Capital Advisors
Virginia
$56.2K – – –
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$52K -$359 -94 -0.7%
SWP
78
Stratos Wealth Partners
Ohio
$49.4K +$49.4K +12,967 New
Corient Private Wealth
79
Corient Private Wealth
Florida
$47.6K – – –
Jones Financial Companies
80
Jones Financial Companies
Missouri
$46.9K +$46.9K +12,300 New
MWM
81
Meridian Wealth Management
Kentucky
$42.7K +$42.7K +11,200 New
HP
82
Hyperion Partners
Pennsylvania
$41.7K +$1.14K +299 +3%
PA
83
Procyon Advisors
Connecticut
$40.2K -$2.6K -681 -6%
EH
84
Equitable Holdings
New York
$39.1K +$552 +145 +1%
US Bancorp
85
US Bancorp
Minnesota
$32.5K -$6.35K -1,667 -16%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$22.6K +$7.35K +1,929 +48%
GRP
87
Global Retirement Partners
California
$14.2K +$392 +103 +3%
LFG
88
Larson Financial Group
Missouri
$10.7K – – –
AF
89
Advisornet Financial
Minnesota
$9.53K – – –
CA
90
CoreCap Advisors
Michigan
$8.34K – – –
CFGS
91
Concourse Financial Group Securities
Alabama
$7.41K – – –
SFC
92
Strategic Financial Concepts
Texas
$5.3K +$5.3K +20,670 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$1.97K +$53 +14 +3%
SC
94
SouthState Corp
Florida
$1.24K – – –
Russell Investments Group
95
Russell Investments Group
United Kingdom
$724 +$724 +190 New
RIL
96
Rothschild Investment LLC
Illinois
$11 – – –
HNB
97
Huntington National Bank
Ohio
$4 -$125K – –
GWMR
98
GC Wealth Management RIA
Massachusetts
– -$263K -67,551 Closed
GM
99
GeoWealth Management
Illinois
– -$259K -66,304 Closed
HIC
100
Hartline Investment Corp
Illinois
– -$139K -35,768 Closed
1 2 3
4
5