HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

44 hedge funds and large institutions have $27.2M invested in Western Asset High Income Fund II in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-4
Holders Change %
-8.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$12M
2
RJA
Raymond James & Associates
Florida
$1.16M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
$390K
4
Osaic Holdings
Osaic Holdings
Arizona
$562K
5
Morgan Stanley
Morgan Stanley
New York
$1.44M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
GC
Guggenheim Capital
Illinois
$2.46M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
ACM
AlphaStar Capital Management
North Carolina
$0
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
26
MRA Advisory Group
New Jersey
$87.1K +$87.1K +17,839 New
MML Investors Services
27
MML Investors Services
Massachusetts
$87K +$87K +17,845 New
KA
28
Kovack Advisors
Florida
$67.4K +$2.06K +421 +3%
SDAM
29
Shulman DeMeo Asset Management
New York
$65.5K -$2.89K -593 -4%
VF
30
Virtu Financial
New York
$62K +$62K +12,658 New
BCA
31
Bay Colony Advisors
Massachusetts
$59.3K +$942 +193 +2%
RIA
32
Regal Investment Advisors
Michigan
$58K -$48.8K -10,000 -46%
EWA
33
EP Wealth Advisors
California
$57.4K +$57.4K +183,902 New
SPIA
34
Steward Partners Investment Advisory
New York
$53K – – –
Stifel Financial
35
Stifel Financial
Missouri
$52.9K +$52.9K +10,844 New
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$25.8K -$8.99K -1,842 -26%
PA
37
Parallel Advisors
California
$22.9K +$22.9K +4,700 New
GRP
38
Global Retirement Partners
California
$18.2K +$200 +41 +1%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$15.3K +$15.3K +3,139 New
HWA
40
HHM Wealth Advisors
Tennessee
$11K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$9.86K -$5.67K -1,150 -37%
FIA
42
FNY Investment Advisers
New York
$6K – – –
IA
43
IFP Advisors
Florida
$5.92K – – –
HI
44
Harbour Investments
Wisconsin
$2.44K – – –
HighTower Advisors
45
HighTower Advisors
Illinois
– -$496K -101,957 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$203K -41,831 Closed
ACM
47
AlphaStar Capital Management
North Carolina
– -$98.9K -20,386 Closed
HF
48
HRT Financial
New York
– -$96K -19,940 Closed
Jane Street
49
Jane Street
New York
– -$80.9K -16,648 Closed
KPWS
50
Kestra Private Wealth Services
Texas
– -$76.1K -15,655 Closed
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