HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

101 hedge funds and large institutions have $113M invested in Western Asset High Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
LPL Financial
2
LPL Financial
California
$1.09M
3
SIA
3
Sit Investment Associates
Minnesota
$4.94M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
PCM
5
Penserra Capital Management
California
$5.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$206K
3
1CP
3
1607 Capital Partners
Virginia
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$122K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
76
Mariner
Kansas
$53.4K -$165K -42,052 -76%
HCA
77
Harbour Capital Advisors
Virginia
$51.6K -$7.92K -2,000 -13%
SGCA
78
Steel Grove Capital Advisors
Tennessee
$47.1K – – –
WS
79
Wedbush Securities
California
$47K -$22.1K -5,571 -32%
QPW
80
Quantum Private Wealth
Florida
$46.1K – – –
IAA
81
Independent Advisor Alliance
North Carolina
$44.2K +$44.2K +11,257 New
MWM
82
Meridian Wealth Management
Kentucky
$44K – – –
AAS
83
Avantax Advisory Services
Texas
$43.4K +$43.4K +11,046 New
EH
84
Equitable Holdings
New York
$41.5K +$570 +145 +1%
NWM
85
Nova Wealth Management
Florida
$41.1K +$41.1K +10,450 New
HKAM
86
Horizon Kinetics Asset Management
New York
$39.6K – – –
US Bancorp
87
US Bancorp
Minnesota
$31.4K -$2.1K -533 -6%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$29.2K +$5.9K +1,500 +25%
LFG
89
Larson Financial Group
Missouri
$19.5K +$8.47K +2,155 +77%
SAM
90
Synergy Asset Management
Washington
$9.99K +$9.99K +2,467 New
AF
91
Advisornet Financial
Minnesota
$9.83K – – –
WA
92
WPG Advisers
Maryland
$8.25K +$8.25K +2,099 New
GWM
93
Geneos Wealth Management
Colorado
$5.08K +$2.62K +666 +106%
CFGS
94
Concourse Financial Group Securities
Alabama
$3.8K – – –
CAS
95
Coppell Advisory Solutions
Texas
$3.16K +$3.16K +804 New
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$2.16K +$75 +19 +4%
SC
97
SouthState Corp
Florida
$1.28K – – –
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
Russell Investments Group
99
Russell Investments Group
United Kingdom
$747 – – –
HI
100
Harbour Investments
Wisconsin
$39 +$39 +10 New
1 2 3
4
5