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HIO

Western Asset High Income Opportunity Fund
HIO

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 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

3% more funds holding

Funds holding: 98 → 101 (+3)

0.74% less ownership

Funds ownership: 31.05% → 30.32% (-0.74%)

5% less capital invested

Capital invested by funds: $120M → $113M (-$6.13M)

Holders
101
Holders Change
+3
Holders Change %
+3.06%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
22
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.79M
2
LPL Financial
LPL Financial
California
+$794K
3
SIA
Sit Investment Associates
Minnesota
+$432K
4
CIA
Capital Investment Advisors
Georgia
+$419K
5
PCM
Penserra Capital Management
California
+$344K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$6.93M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.2M
3
1CP
1607 Capital Partners
Virginia
-$1.96M
4
COLIM
City of London Investment Management
United Kingdom
-$1.56M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
-$610K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
101
Rothschild Investment LLC
Illinois
$12 – – –
HNB
102
Huntington National Bank
Ohio
$4 – – –
RCM
103
Rivernorth Capital Management
Florida
– -$6.93M -1,710,662 Closed
1CP
104
1607 Capital Partners
Virginia
– -$1.96M -483,944 Closed
GHAM
105
Gilman Hill Asset Management
Connecticut
– -$217K -53,500 Closed
NAS
106
NWF Advisory Services
California
– -$155K -38,369 Closed
KFA
107
Kelleher Financial Advisors
New York
– -$105K -26,033 Closed
HF
108
HRT Financial
New York
– -$99K -24,578 Closed
SA
109
Sanctuary Advisors
Indiana
– -$61.8K -15,649 Closed
LGWM
110
Litman Gregory Wealth Management
California
– -$56.7K -14,000 Closed
SFA
111
Sequoia Financial Advisors
Ohio
– -$40.5K -10,000 Closed
MA
112
Montag & Associates
Georgia
– -$7.42K -1,815 Closed
AWM
113
Abound Wealth Management
Tennessee
– -$3.73K -922 Closed
1 2 3 4
5

HIO Hedge Fund Activity: Q4 2024 in Review

101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q4 2024, worth a combined $113M — down 5.1% from $120M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new HIO positions and 11 closed out — a net gain of 7 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.79M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.93M sold.

  • 101 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q4 2024, up from 98 in Q3 2024.
  • Funds reported $113M of Western Asset High Income Opportunity Fund stock for Q4 2024, down 5.1% quarter-over-quarter.
  • 18 funds opened new Western Asset High Income Opportunity Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
  • The largest Western Asset High Income Opportunity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $8.79M added.
  • The largest Western Asset High Income Opportunity Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2024.