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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$3.69M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.28M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$857K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$674K |
| 5 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
+$233K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$857K |
| 2 |
CF
Centaurus Financial
Anaheim,
California
|
-$399K |
| 3 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$395K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$385K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$297K |
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.