HIO

Western Asset High Income Opportunity Fund

97 hedge funds and large institutions have $101M invested in Western Asset High Income Opportunity Fund in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-4
Holders Change %
-3.96%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
34
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$31.7M +$3.15M +791,005 +11%
CIA
2
Capital Investment Advisors
Georgia
$14.1M +$55.9K +14,049 +0.4%
PCM
3
Penserra Capital Management
California
$4.75M -$375K -94,152 -7%
FC
4
FCA Corp
Texas
$4.44M +$107K +26,973 +2%
SIA
5
Sit Investment Associates
Minnesota
$4.03M -$965K -242,454 -19%
Invesco
6
Invesco
Georgia
$3.97M -$830K -208,428 -17%
Raymond James Financial
7
Raymond James Financial
Florida
$3.06M +$265K +66,636 +9%
ECM
8
Evergreen Capital Management
Washington
$2.29M +$104K +25,947 +5%
UBS Group
9
UBS Group
Switzerland
$2.13M +$208K +52,386 +11%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$2.09M
Wells Fargo
11
Wells Fargo
California
$2.08M -$572K -143,643 -22%
RA
12
RFG Advisory
Alabama
$1.97M +$223 +56 +0%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$1.94M
Bank of America
14
Bank of America
North Carolina
$1.81M -$9.43K -2,370 -0.5%
Pathstone Holdings
15
Pathstone Holdings
New Jersey
$1.6M -$9.84M -2,418,151 -86%
CPIG
16
Chicago Partners Investment Group
Illinois
$1.55M -$155K -40,581 -9%
KWM
17
Kanen Wealth Management
Florida
$1.45M +$1.45M +363,718 New
PFA
18
Pathway Financial Advisers
Indiana
$1.07M -$1.29K -323 -0.1%
First Trust Advisors
19
First Trust Advisors
Illinois
$962K -$31.1K -7,807 -3%
POIA
20
Pin Oak Investment Advisors
Texas
$932K -$96.8K -24,140 -9%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$872K +$195K +48,512 +29%
Citadel Advisors
22
Citadel Advisors
Florida
$623K +$623K +156,475 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$612K -$54.8K -13,788 -8%
Stifel Financial
24
Stifel Financial
Missouri
$574K +$60 +15 +0%
LPL Financial
25
LPL Financial
California
$545K -$561K -140,950 -51%