HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Western Asset High Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
SIA
2
Sit Investment Associates
Minnesota
$6.84M
3
ICM
3
Ionic Capital Management
New York
$2.4M
4
COLIM
4
City of London Investment Management
United Kingdom
$2.74M
5
LCM
5
Landscape Capital Management
New Jersey
$679K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$18.7M
2
ECM
2
Evergreen Capital Management
Washington
$1.89M
3
RCM
3
Rivernorth Capital Management
Florida
$19.3M
4
RA
4
RFG Advisory
Alabama
$1.16M
5
UBS Group
5
UBS Group
Switzerland
$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
101
Larson Financial Group
Missouri
$9.65K – – –
CFGS
102
Concourse Financial Group Securities
Alabama
$7.44K – – –
ME
103
McIlrath & Eck
Washington
$5.59K – – –
BWM
104
Baystate Wealth Management
Massachusetts
$3.15K +$3.15K +814 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$1.91K -$4.16K -1,077 -69%
AssetMark Inc
106
AssetMark Inc
California
$853 +$853 +221 New
RIL
107
Rothschild Investment LLC
Illinois
$12 +$12 +3 New
GT
108
Glenview Trust
Kentucky
– -$182K -50,000 Closed
AWM
109
Axxcess Wealth Management
California
– -$165K -45,381 Closed
HF
110
HRT Financial
New York
– -$152K -41,799 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
– -$147K -40,484 Closed
AWM
112
Aries Wealth Management
Maine
– -$70.6K -19,296 Closed
Citadel Advisors
113
Citadel Advisors
Florida
– -$56.1K -15,414 Closed
APWA
114
Atlas Private Wealth Advisors
New Jersey
– -$51.5K -14,156 Closed
JF
115
Jump Financial
Illinois
– -$48.8K -13,400 Closed
DADC
116
D.A. Davidson & Co
Montana
– -$47.3K -12,994 Closed
GSC
117
Grey Street Capital
Illinois
– -$42.8K -11,648 Closed
EP
118
Eudaimonia Partners
Tennessee
– -$42.2K -11,600 Closed
FFWM
119
Future Financial Wealth Management
Ohio
– -$38.2K -10,500 Closed
PTC
120
Private Trust Company
Ohio
– -$9.65K -2,650 Closed
FMII
121
Farmers & Merchants Investments Inc
Nebraska
– -$8.43K -2,315 Closed
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
– -$4K -1,044 Closed
TRCT
123
Tower Research Capital (TRC)
New York
– -$2.37K -651 Closed
HI
124
Harbour Investments
Wisconsin
– -$2.11K -580 Closed
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
– -$1.46K -400 Closed
2 3 4
5
6