HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

105 hedge funds and large institutions have $145M invested in Western Asset High Income Opportunity Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
105
Holders Change
+7
Holders Change %
+7.14%
% of All Funds
1.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
31
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bramshill Investments
Florida
$34.9M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$2.43M
3
RCM
3
Rivernorth Capital Management
Florida
$20.6M
4
CIA
4
Capital Investment Advisors
Georgia
$10.9M
5
ECM
5
Evergreen Capital Management
Washington
$3.98M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$1.31M
2
CF
2
Centaurus Financial
California
$0
3
RIA
3
Regal Investment Advisors
Michigan
$0
4
Invesco
4
Invesco
Georgia
$4.91M
5
UBS Group
5
UBS Group
Switzerland
$2.99M
Name Market Value Shares Shares
Change 		Shares
Change %
BI
1
Bramshill Investments
Florida
$34.9M 9,233,420 +974,405 +12%
RCM
2
Rivernorth Capital Management
Florida
$20.6M 5,448,375 +226,165 +4%
Morgan Stanley
3
Morgan Stanley
New York
$19.7M 5,217,561 -56,600 -1%
CIA
4
Capital Investment Advisors
Georgia
$10.9M 2,884,639 +177,889 +7%
1CP
5
1607 Capital Partners
Virginia
$5.18M 1,371,275 – –
Invesco
6
Invesco
Georgia
$4.91M 1,299,669 -101,631 -7%
ECM
7
Evergreen Capital Management
Washington
$3.98M 1,044,715 +61,399 +6%
GC
8
Guggenheim Capital
Illinois
$3.74M 990,605 -432 -0%
FC
9
FCA Corp
Texas
$3.6M 953,049 -16,872 -2%
UBS Group
10
UBS Group
Switzerland
$2.99M 791,846 -78,485 -9%
Wells Fargo
11
Wells Fargo
California
$2.6M 687,516 -36,423 -5%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$2.43M 643,556 +338,479 +111%
Bank of America
13
Bank of America
North Carolina
$2.39M 632,139 -23,385 -4%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.99M 517,952 -69,812 -12%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.92M 508,334 +7,000 +1%
RA
16
RFG Advisory
Alabama
$1.87M 495,234 -18,004 -4%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$1.71M 452,710 – –
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.35M 358,039 +1,597 +0.4%
SIA
19
Sit Investment Associates
Minnesota
$1.31M 345,803 -226,227 -40%
COLIM
20
City of London Investment Management
United Kingdom
$1.18M 310,578 – –
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.07M 282,997 +8,322 +3%
RJA
22
Raymond James & Associates
Florida
$930K 246,016 +28,489 +13%
Stifel Financial
23
Stifel Financial
Missouri
$927K 245,256 -6,271 -2%
WS
24
Wela Strategies
Georgia
$912K 241,162 -5,833 -2%
PAS
25
Park Avenue Securities
New York
$880K 232,897 +2,675 +1%
1
2 3 4 5