HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

106 hedge funds and large institutions have $157M invested in Western Asset High Income Opportunity Fund in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 28 reducing their positions, and 20 closing their positions.

Holders
106
Holders Change
-6
Holders Change %
-5.36%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
37
Reduced
28
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.9M
2
SIA
2
Sit Investment Associates
Minnesota
$6.84M
3
ICM
3
Ionic Capital Management
New York
$2.4M
4
COLIM
4
City of London Investment Management
United Kingdom
$2.74M
5
LCM
5
Landscape Capital Management
New Jersey
$679K

Top Sellers

1
BI
1
Bramshill Investments
Florida
$18.7M
2
ECM
2
Evergreen Capital Management
Washington
$1.89M
3
RCM
3
Rivernorth Capital Management
Florida
$19.3M
4
RA
4
RFG Advisory
Alabama
$1.16M
5
UBS Group
5
UBS Group
Switzerland
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.9M 8,265,574 +3,114,804 +60%
RCM
2
Rivernorth Capital Management
Florida
$19.3M 4,991,706 -456,669 -8%
BI
3
Bramshill Investments
Florida
$18.7M 4,833,799 -1,219,395 -20%
CIA
4
Capital Investment Advisors
Georgia
$11.8M 3,063,534 +28,041 +0.9%
SIA
5
Sit Investment Associates
Minnesota
$6.84M 1,771,151 +727,233 +70%
Pathstone Holdings
6
Pathstone Holdings
New Jersey
$6.29M 1,630,208 +1,630,208 New
1CP
7
1607 Capital Partners
Virginia
$5.25M 1,361,175 -10,100 -0.7%
Invesco
8
Invesco
Georgia
$4.57M 1,184,727 +20,162 +2%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$4.23M 1,095,947 +100,000 +10%
FC
10
FCA Corp
Texas
$3.65M 945,443 -40,280 -4%
GC
11
Guggenheim Capital
Illinois
$3.58M 927,308 -63,733 -6%
COLIM
12
City of London Investment Management
United Kingdom
$2.74M 710,130 +306,600 +76%
Wells Fargo
13
Wells Fargo
California
$2.56M 661,947 -72,374 -10%
ICM
14
Ionic Capital Management
New York
$2.4M 620,683 +620,683 New
Bank of America
15
Bank of America
North Carolina
$2.2M 569,213 -47,697 -8%
UBS Group
16
UBS Group
Switzerland
$2.13M 551,417 -82,934 -13%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$2.03M 525,334 +17,000 +3%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.96M 498,992 +27,775 +6%
ECM
19
Evergreen Capital Management
Washington
$1.89M 489,007 -536,908 -52%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.74M 451,684 – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.33M 345,722 -11,602 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.21M 314,028 +26,110 +9%
RA
23
RFG Advisory
Alabama
$1.16M 299,262 -194,468 -39%
Stifel Financial
24
Stifel Financial
Missouri
$1.04M 268,790 +26,545 +11%
PAS
25
Park Avenue Securities
New York
$988K 255,925 +17,089 +7%
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