HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

97 hedge funds and large institutions have $119M invested in Western Asset High Income Opportunity Fund in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 14 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.86M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$12M
3
RC
3
Rareview Capital
Nevada
$2.53M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
Jones Financial Companies
5
Jones Financial Companies
Missouri
$453K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$6.93M
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$4.49M
3
LCM
3
Landscape Capital Management
New Jersey
$297K
4
RJA
4
Raymond James & Associates
Florida
$1.08M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$426K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$20.1M 4,950,840 -147,696 -3%
CIA
2
Capital Investment Advisors
Georgia
$13.8M 3,410,702 +136,419 +4%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$12M 2,965,491 +722,483 +32%
RCM
4
Rivernorth Capital Management
Florida
$6.93M 1,710,662 -1,695,806 -50%
PCM
5
Penserra Capital Management
California
$4.86M 1,199,738 +1,199,738 New
Invesco
6
Invesco
Georgia
$4.82M 1,189,610 +29,400 +3%
SIA
7
Sit Investment Associates
Minnesota
$4.65M 1,147,088 +20,253 +2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$4.49M 1,108,675 -706,706 -39%
FC
9
FCA Corp
Texas
$4.08M 1,008,308 -10,764 -1%
GC
10
Guggenheim Capital
Illinois
$3.75M 926,415 -1,340 -0.1%
RC
11
Rareview Capital
Nevada
$2.53M 625,358 +625,358 New
Wells Fargo
12
Wells Fargo
California
$2.51M 620,539 -40,950 -6%
CPIG
13
Chicago Partners Investment Group
Illinois
$2.2M 551,872 +41,420 +8%
ECM
14
Evergreen Capital Management
Washington
$2.16M 528,752 -13,220 -2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$2.15M 531,334 +6,000 +1%
UBS Group
16
UBS Group
Switzerland
$2.14M 529,335 +39,978 +8%
Bank of America
17
Bank of America
North Carolina
$2.08M 513,778 -35,521 -6%
RA
18
RFG Advisory
Alabama
$2M 494,127 +1,180 +0.2%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$1.99M 491,789 +37,932 +8%
1CP
20
1607 Capital Partners
Virginia
$1.96M 483,944 -211,231 -30%
COLIM
21
City of London Investment Management
United Kingdom
$1.71M 422,874 – –
PFA
22
Pathway Financial Advisers
Indiana
$1.09M 268,509 +5,952 +2%
RJA
23
Raymond James & Associates
Florida
$1.08M 267,230 -350,177 -57%
PIWA
24
Prevail Innovative Wealth Advisors
Kansas
$1.05M 259,526 +57,778 +29%
POIA
25
Pin Oak Investment Advisors
Texas
$1.04M 256,468 +28,060 +12%
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