HIX

Western Asset High Income Fund II

58 hedge funds and large institutions have $27.7M invested in Western Asset High Income Fund II in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$171K -$847K -194,260 -83%
TFS
27
TrustCore Financial Services
Tennessee
$163K
CL
28
CSS LLC
Illinois
$150K -$167K -38,323 -53%
WAM
29
Wolverine Asset Management
Illinois
$136K +$136K +31,259 New
Bank of America
30
Bank of America
North Carolina
$132K -$548K -125,314 -81%
HF
31
HRT Financial
New York
$107K +$107K +24,654 New
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$89K +$89K +20,425 New
Jane Street
33
Jane Street
New York
$85K +$26.3K +6,046 +45%
BCA
34
Bay Colony Advisors
Massachusetts
$79K +$966 +222 +1%
Goldman Sachs
35
Goldman Sachs
New York
$72K +$72K +16,600 New
VF
36
Virtu Financial
New York
$67K +$67K +15,359 New
KPWS
37
Kestra Private Wealth Services
Texas
$66K +$974 +223 +1%
SDAM
38
Shulman DeMeo Asset Management
New York
$62K -$161 -37 -0.3%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$61K -$398 -92 -0.6%
APW
40
Aurora Private Wealth
New Jersey
$59K +$1.6K +367 +3%
SPIA
41
Steward Partners Investment Advisory
New York
$58K
HCM
42
Hollencrest Capital Management
California
$53K
WS
43
Wedbush Securities
California
$52K +$3.65K +832 +8%
CWM
44
Castle Wealth Management
Florida
$46K +$46K +10,515 New
WCM
45
Windsor Capital Management
Arizona
$45K +$205 +47 +0.5%
ACM
46
AlphaStar Capital Management
North Carolina
$44K -$2.16K -500 -5%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$41K
SC
48
SouthState Corp
Florida
$37K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$25K -$112K -25,434 -82%
CFGS
50
Concourse Financial Group Securities
Alabama
$14K -$5.33K -1,200 -28%