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HIO

Western Asset High Income Opportunity Fund
HIO

52 hedge funds and large institutions have $53.7M invested in Western Asset High Income Opportunity Fund in 2013 Q2 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.66% more ownership

Funds ownership: 0% → 10.66% (+11%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
1.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12M +$12.7M +2,013,743 New
U
2
UBS
Switzerland
$8.23M +$8.77M +1,386,186 New
Bank of America
3
Bank of America
North Carolina
$5.26M +$5.6M +885,863 New
GC
4
Guggenheim Capital
Illinois
$4.47M +$4.76M +752,908 New
Invesco
5
Invesco
Georgia
$3.13M +$3.33M +527,050 New
PRCM
6
Pine River Capital Management
Minnesota
$2.46M +$2.62M +414,458 New
Wells Fargo
7
Wells Fargo
California
$1.94M +$2.07M +326,994 New
LPL Financial
8
LPL Financial
California
$1.91M +$2.03M +321,154 New
SIA
9
Sit Investment Associates
Minnesota
$1.77M +$1.88M +297,540 New
CS
10
Credit Suisse
Switzerland
$1.7M +$1.81M +286,830 New
RCM
11
Rivernorth Capital Management
Florida
$1.08M +$1.15M +182,561 New
1IC
12
1919 Investment Counsel
Maryland
$1.03M +$1.1M +173,708 New
HK
13
Horizon Kinetics
New York
$958K +$1.02M +161,134 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$794K – – –
OA
15
Oxbow Advisors
Texas
$723K +$770K +121,748 New
Citigroup
16
Citigroup
New York
$619K +$659K +104,232 New
AAM
17
Advisors Asset Management
Colorado
$554K +$590K +93,298 New
SPC
18
Silver Point Capital
Connecticut
$535K +$569K +90,000 New
DA
19
Doliver Advisors
Texas
$446K +$475K +75,120 New
RJA
20
Raymond James & Associates
Florida
$382K +$406K +64,242 New
MCM
21
Maryland Capital Management
Maryland
$356K +$380K +60,000 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$295K +$314K +49,663 New
COLIM
23
City of London Investment Management
United Kingdom
$267K +$283K +44,746 New
SGCA
24
Steel Grove Capital Advisors
Tennessee
$254K +$271K +42,785 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$249K +$265K +41,957 New
1
2 3

HIO Hedge Fund Activity: Q2 2013 in Review

52 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q2 2013, worth a combined $53.7M.

Buyers outnumbered sellers: 52 funds opened new HIO positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

  • 52 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $53.7M of Western Asset High Income Opportunity Fund stock for Q2 2013.
  • 52 funds opened new Western Asset High Income Opportunity Fund positions in Q2 2013 and 0 closed out, a net change of +52 holders.

Based on aggregated 13F filings for Q2 2013.