HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

103 hedge funds and large institutions have $131M invested in Western Asset High Income Opportunity Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 13 closing their positions.

Holders
103
Holders Change
-3
Holders Change %
-2.83%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
39
Reduced
32
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
1
City of London Investment Management
United Kingdom
$4M
2
RA
2
RFG Advisory
Alabama
$1.9M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$7.02M
4
CIA
4
Capital Investment Advisors
Georgia
$12.3M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$354K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
RCM
2
Rivernorth Capital Management
Florida
$15.4M
3
SIA
3
Sit Investment Associates
Minnesota
$3.47M
4
BI
4
Bramshill Investments
Florida
$16.4M
5
ICM
5
Ionic Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.4M 4,472,932 -3,792,642 -46%
BI
2
Bramshill Investments
Florida
$16.4M 4,214,396 -619,403 -13%
RCM
3
Rivernorth Capital Management
Florida
$15.4M 3,958,903 -1,032,803 -21%
CIA
4
Capital Investment Advisors
Georgia
$12.3M 3,162,143 +98,609 +3%
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$7.02M 1,800,795 +170,587 +10%
Invesco
6
Invesco
Georgia
$4.38M 1,122,353 -62,374 -5%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$4.27M 1,095,947 – –
COLIM
8
City of London Investment Management
United Kingdom
$4M 1,025,343 +315,213 +44%
FC
9
FCA Corp
Texas
$3.91M 1,001,596 +56,153 +6%
GC
10
Guggenheim Capital
Illinois
$3.62M 927,611 +303 +0%
SIA
11
Sit Investment Associates
Minnesota
$3.47M 890,137 -881,014 -50%
1CP
12
1607 Capital Partners
Virginia
$3.11M 797,975 -563,200 -41%
Wells Fargo
13
Wells Fargo
California
$2.19M 560,462 -101,485 -15%
Bank of America
14
Bank of America
North Carolina
$2.14M 548,407 -20,806 -4%
UBS Group
15
UBS Group
Switzerland
$2.08M 532,304 -19,113 -3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.05M 525,334 – –
ECM
17
Evergreen Capital Management
Washington
$2.01M 511,967 +22,960 +5%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.94M 519,313 +20,321 +4%
RA
19
RFG Advisory
Alabama
$1.9M 487,772 +188,510 +63%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$1.77M 453,857 +2,173 +0.5%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.37M 349,926 +4,204 +1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.33M 340,299 +26,271 +8%
PFA
23
Pathway Financial Advisers
Indiana
$1M 256,875 +14,378 +6%
PAS
24
Park Avenue Securities
New York
$991K 254,100 -1,825 -0.7%
First Trust Advisors
25
First Trust Advisors
Illinois
$910K 233,298 +23,245 +11%
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