HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $119M invested in Western Asset High Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.86M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M
3
RC
3
Rareview Capital
Nevada
$2.53M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$453K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$6.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.49M
3
LCM
3
Landscape Capital Management
New Jersey
$297K
4
RJA
4
Raymond James & Associates
Florida
$1.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426K
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
76
Litman Gregory Wealth Management
California
$56.7K +$56.7K +14,000 New
PAS
77
Park Avenue Securities
New York
$50K -$1.05M -257,214 -95%
SGCA
78
Steel Grove Capital Advisors
Tennessee
$48K +$48K +11,989 New
QPW
79
Quantum Private Wealth
Florida
$47.6K -$23.1K -5,698 -33%
HP
80
Hyperion Partners
Pennsylvania
$45.5K +$1.22K +300 +3%
MWM
81
Meridian Wealth Management
Kentucky
$45.4K – – –
EH
82
Equitable Holdings
New York
$42.2K +$583 +144 +1%
HKAM
83
Horizon Kinetics Asset Management
New York
$40.8K +$40.8K +10,072 New
SFA
84
Sequoia Financial Advisors
Ohio
$40.5K +$40.5K +10,000 New
US Bancorp
85
US Bancorp
Minnesota
$34.6K – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$24K – – –
LFG
87
Larson Financial Group
Missouri
$11.3K – – –
AF
88
Advisornet Financial
Minnesota
$10.1K – – –
MA
89
Montag & Associates
Georgia
$7.42K +$7.42K +1,815 New
CFGS
90
Concourse Financial Group Securities
Alabama
$3.94K -$3.94K -964 -50%
AWM
91
Abound Wealth Management
Tennessee
$3.74K +$3.74K +922 New
GWM
92
Geneos Wealth Management
Colorado
$2.54K +$2.54K +626 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2.15K +$61 +15 +3%
SC
94
SouthState Corp
Florida
$1.32K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +201 New
Russell Investments Group
96
Russell Investments Group
United Kingdom
$770 – – –
RIL
97
Rothschild Investment LLC
Illinois
$12 – – –
HNB
98
Huntington National Bank
Ohio
$4 -$4 – –
BI
99
Bramshill Investments
Florida
– -$275K -72,088 Closed
ICMP
100
Integrated Capital Management (Pennsylvania)
Pennsylvania
– -$219K -57,601 Closed
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4
5