HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

54 hedge funds and large institutions have $41.5M invested in Western Asset High Income Fund II in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$1.66M
2
NA
2
NewEdge Advisors
Louisiana
$762K
3
LC
3
Lindbrook Capital
California
$516K
4
Invesco
4
Invesco
Georgia
$4.63M
5
Ameriprise
5
Ameriprise
Minnesota
$270K

Top Sellers

1
Creative Planning
1
Creative Planning
Kansas
$760K
2
UBS Group
2
UBS Group
Switzerland
$13M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$739K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$666K
5
Morgan Stanley
5
Morgan Stanley
New York
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$225K +$17.9K +2,500 +9%
KOMWMG
27
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$148K +$148K +20,632 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$136K – – –
BCA
29
Bay Colony Advisors
Massachusetts
$120K -$2.03K -283 -2%
SDAM
30
Shulman DeMeo Asset Management
New York
$106K +$106K +14,790 New
WCM
31
Windsor Capital Management
Arizona
$105K -$2.42K -338 -2%
KPWS
32
Kestra Private Wealth Services
Texas
$105K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$98K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$96K – – –
LCM
35
Landscape Capital Management
New Jersey
$92K +$92K +12,890 New
APW
36
Aurora Private Wealth
New Jersey
$90K +$1.83K +255 +2%
HCM
37
Hollencrest Capital Management
California
$87K – – –
BCM
38
Bluefin Capital Management
New York
$84K +$84K +11,793 New
WS
39
Wedbush Securities
California
$79K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$77K +$77K +10,713 New
ACM
41
AlphaStar Capital Management
North Carolina
$72K – – –
SCA
42
Sage Capital Advisors
South Dakota
$71K +$1.91K +281 +3%
CA
43
CoreCap Advisors
Michigan
$69K +$69K +9,570 New
SC
44
SouthState Corp
Florida
$61K +$61K +8,564 New
CFGS
45
Concourse Financial Group Securities
Alabama
$31K +$8.55K +1,200 +38%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$22K – – –
GRP
47
Global Retirement Partners
California
$20K +$540 +74 +3%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$9.97K -1,341 -53%
US Bancorp
49
US Bancorp
Minnesota
$9K – – –
APA
50
American Portfolios Advisors
New York
$7.59K +$100 +14 +1%
1
2
3