HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

47 hedge funds and large institutions have $38.4M invested in Western Asset High Income Fund II in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$2.64M
2
UBS Group
UBS Group
Switzerland
$13.7M
3
Baird Financial Group
Baird Financial Group
Wisconsin
$1.23M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$355K
5
APW
Aurora Private Wealth
New Jersey
$88K

Top Sellers

1
BI
Bramshill Investments
Florida
$0
2
Invesco
Invesco
Georgia
$4.19M
3
GC
Guggenheim Capital
Illinois
$3.81M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
$470K
5
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Windsor Capital Management
Arizona
$107K -$5.66K -794 -5%
KPWS
27
Kestra Private Wealth Services
Texas
$105K – – –
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$98K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$96K – – –
APW
30
Aurora Private Wealth
New Jersey
$88K +$88K +12,307 New
HCM
31
Hollencrest Capital Management
California
$87K – – –
WS
32
Wedbush Securities
California
$79K – – –
ACM
33
AlphaStar Capital Management
North Carolina
$78K +$2.92K +402 +4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$75K -$20K -2,787 -21%
SCA
35
Sage Capital Advisors
South Dakota
$73K +$942 +131 +1%
CA
36
Continuum Advisory
Idaho
$72K – – –
Jane Street
37
Jane Street
New York
$72K +$72K +10,118 New
RCA
38
Ranch Capital Advisors
Florida
$26K +$26K +3,661 New
CFGS
39
Concourse Financial Group Securities
Alabama
$23K -$36.5K -5,000 -61%
Citigroup
40
Citigroup
New York
$23K +$13.5K +1,850 +142%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$22K -$8.34K -1,186 -27%
GRP
42
Global Retirement Partners
California
$19K -$13.8K -1,936 -42%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
US Bancorp
44
US Bancorp
Minnesota
$9K – – –
APA
45
American Portfolios Advisors
New York
$7.49K +$72 +10 +1%
GI
46
Gradient Investments
Minnesota
$5K – – –
HI
47
Harbour Investments
Wisconsin
$4K – – –
BI
48
Bramshill Investments
Florida
– -$3.31M -460,792 Closed
KOMWMG
49
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$141K -19,676 Closed
VF
50
Virtu Financial
New York
– -$107K -14,861 Closed
1
2
3