Western Asset High Income Opportunity Fund
HIO
109 hedge funds and large institutions have $151M invested in Western Asset High Income Opportunity Fund in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 7 closing their positions.
797% more capital inflows, than outflows
Capital inflows: $44.9M | Capital outflows: $5.01M
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
111% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 19
12% more funds holding
Funds holding: 97 → 109 (+12)
9.69% more ownership
Funds ownership: 30.28% → 39.97% (+9.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bramshill Investments
Naples,
Florida
|
+$34.2M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
+$1.67M |
| 3 |
Tortoise Investment Management
White Plains,
New York
|
+$1.09M |
| 4 |
BlackRock
New York
|
+$1.07M |
| 5 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$763K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Eaton Vance Management
Boston,
Massachusetts
|
-$1.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.15M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$379K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
-$310K |
| 5 |
Avidian Wealth Enterprises
Houston,
Texas
|
-$242K |
HIO Hedge Fund Activity: Q2 2022 in Review
109 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q2 2022, worth a combined $151M — up 17% from $128M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new HIO positions and 7 closed out — a net gain of 15 holders — while 40 added to existing stakes and 19 trimmed.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $34.2M. The largest seller was Eaton Vance Management, cutting an estimated $1.6M.
- 109 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q2 2022, up from 97 in Q1 2022.
- Funds reported $151M of Western Asset High Income Opportunity Fund stock for Q2 2022, up 17% quarter-over-quarter.
- 22 funds opened new Western Asset High Income Opportunity Fund positions in Q2 2022 and 7 closed out, a net change of +15 holders.
- The largest Western Asset High Income Opportunity Fund buyer in Q2 2022 was Bramshill Investments, an estimated $34.2M added.
- The largest Western Asset High Income Opportunity Fund seller in Q2 2022 was Eaton Vance Management, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2022.