Western Asset High Income Opportunity Fund
HIO
101 hedge funds and large institutions have $113M invested in Western Asset High Income Opportunity Fund in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
64% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 22
3% more funds holding
Funds holding: 98 → 101 (+3)
0.74% less ownership
Funds ownership: 31.05% → 30.32% (-0.74%)
5% less capital invested
Capital invested by funds: $120M → $113M (-$6.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.79M |
| 2 |
LPL Financial
San Diego,
California
|
+$794K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$432K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$419K |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$344K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.93M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.2M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.96M |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.56M |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
-$610K |
HIO Hedge Fund Activity: Q4 2024 in Review
101 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Opportunity Fund (HIO) for Q4 2024, worth a combined $113M — down 5.1% from $120M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new HIO positions and 11 closed out — a net gain of 7 holders — while 36 added to existing stakes and 22 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $8.79M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $6.93M sold.
- 101 institutional investors held Western Asset High Income Opportunity Fund (HIO) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $113M of Western Asset High Income Opportunity Fund stock for Q4 2024, down 5.1% quarter-over-quarter.
- 18 funds opened new Western Asset High Income Opportunity Fund positions in Q4 2024 and 11 closed out, a net change of +7 holders.
- The largest Western Asset High Income Opportunity Fund buyer in Q4 2024 was Morgan Stanley, an estimated $8.79M added.
- The largest Western Asset High Income Opportunity Fund seller in Q4 2024 was Rivernorth Capital Management, an estimated $6.93M sold.
Based on aggregated 13F filings for Q4 2024.