HIO

Western Asset High Income Opportunity Fund
HIO

Overview Fund Activity

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 10 closing their positions.

Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
36
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.1M
2
LPL Financial
2
LPL Financial
California
$1.09M
3
SIA
3
Sit Investment Associates
Minnesota
$4.94M
4
CIA
4
Capital Investment Advisors
Georgia
$13.8M
5
PCM
5
Penserra Capital Management
California
$5.06M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$206K
3
1CP
3
1607 Capital Partners
Virginia
$0
4
COLIM
4
City of London Investment Management
United Kingdom
$122K
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$28.1M 7,162,373 +2,211,533 +45%
CIA
2
Capital Investment Advisors
Georgia
$13.8M 3,516,137 +105,435 +3%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$11.1M 2,811,967 -153,524 -5%
PCM
4
Penserra Capital Management
California
$5.06M 1,286,395 +86,657 +7%
SIA
5
Sit Investment Associates
Minnesota
$4.94M 1,255,712 +108,624 +9%
Invesco
6
Invesco
Georgia
$4.73M 1,204,731 +15,121 +1%
FC
7
FCA Corp
Texas
$4.28M 1,089,059 +80,751 +8%
GC
8
Guggenheim Capital
Illinois
$3.64M 925,514 -901 -0.1%
RC
9
Rareview Capital
Nevada
$2.78M 685,970 +60,612 +10%
Raymond James Financial
10
Raymond James Financial
Florida
$2.76M 701,991 +701,991 New
Wells Fargo
11
Wells Fargo
California
$2.62M 666,124 +45,585 +7%
ECM
12
Evergreen Capital Management
Washington
$2.14M 545,219 +16,467 +3%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.06M 524,334 -7,000 -1%
RA
14
RFG Advisory
Alabama
$1.95M 495,388 +1,261 +0.3%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$1.91M 486,300 -5,489 -1%
UBS Group
16
UBS Group
Switzerland
$1.9M 482,193 -47,142 -9%
Bank of America
17
Bank of America
North Carolina
$1.8M 457,048 -56,730 -11%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.76M 445,227 -106,645 -19%
PIWA
19
Prevail Innovative Wealth Advisors
Kansas
$1.21M 308,778 +49,252 +19%
LPL Financial
20
LPL Financial
California
$1.09M 277,938 +199,893 +256%
PFA
21
Pathway Financial Advisers
Indiana
$1.06M 270,390 +1,881 +0.7%
POIA
22
Pin Oak Investment Advisors
Texas
$1.04M 256,468 – –
First Trust Advisors
23
First Trust Advisors
Illinois
$981K 249,631 +12,866 +5%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$664K 168,876 +55,634 +49%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$659K 167,652 +60,611 +57%
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