HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

85 hedge funds and large institutions have $136M invested in Western Asset High Income Opportunity Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

Holders
85
Holders Change
+12
Holders Change %
+16.44%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
37
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$21.6M
2
RCM
2
Rivernorth Capital Management
Florida
$20.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$22M
4
SCM
4
Saba Capital Management
New York
$4.03M
5
Invesco
5
Invesco
Georgia
$7.94M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$444K
2
Citigroup
2
Citigroup
New York
$577K
3
CS
3
Credit Suisse
Switzerland
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$723K
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$22M 4,364,614 +875,886 +25%
UBS Group
2
UBS Group
Switzerland
$21.6M 4,269,695 +2,395,617 +128%
RCM
3
Rivernorth Capital Management
Florida
$20.8M 4,125,913 +1,511,342 +58%
Bank of America
4
Bank of America
North Carolina
$12.2M 2,415,513 +319,017 +15%
Invesco
5
Invesco
Georgia
$7.94M 1,572,752 +722,066 +85%
EVM
6
Eaton Vance Management
Massachusetts
$6.51M 1,288,797 – –
FC
7
FCA Corp
Texas
$4.4M 870,430 +17,140 +2%
SCM
8
Saba Capital Management
New York
$4.03M 797,572 +797,572 New
CC
9
Carlson Capital
Texas
$3.31M 654,945 +321,612 +96%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$2.78M 550,809 +167,837 +44%
LPL Financial
11
LPL Financial
California
$2.51M 495,981 -15,639 -3%
Wells Fargo
12
Wells Fargo
California
$2.12M 420,424 +93,780 +29%
GG
13
Gofen & Glossberg
Illinois
$1.53M 302,670 +302,670 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$1.46M 289,451 +289,451 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.34M 265,267 +33,195 +14%
GC
16
Guggenheim Capital
Illinois
$1.18M 233,169 +132,962 +133%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$1.09M 214,969 – –
Stifel Financial
18
Stifel Financial
Missouri
$1.09M 214,804 +31,735 +17%
CRC
19
Curi RMB Capital
Illinois
$1.06M 210,540 +186,661 +782%
YMRC
20
Yorktown Management & Research Company
Virginia
$1.06M 210,000 – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$994K 196,868 +178,221 +956%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$961K 190,240 +22,955 +14%
LCM
23
Landscape Capital Management
New Jersey
$956K 189,383 +25,858 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$934K 185,031 +34,001 +23%
COLIM
25
City of London Investment Management
United Kingdom
$723K 143,589 -86,461 -38%
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