HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

43 hedge funds and large institutions have $24.9M invested in Western Asset High Income Fund II in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-1
Holders Change %
-2.27%
% 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
16
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$502K
2
Osaic Holdings
Osaic Holdings
Arizona
+$349K
3
WAM
Wolverine Asset Management
Illinois
+$219K
4
UBS Group
UBS Group
Switzerland
+$214K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$164K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$454K
2
GC
Guggenheim Capital
Illinois
-$274K
3
GT
Glenview Trust
Kentucky
-$233K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$182K
5
SIMG
Sonora Investment Management Group
Arizona
-$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
SDAM
26
Shulman DeMeo Asset Management
New York
$59.9K -$4 -1 -0%
LCM
27
Landscape Capital Management
New Jersey
$58.4K +$58.4K +13,083 New
BCA
28
Bay Colony Advisors
Massachusetts
$54.1K -$98 -22 -0.2%
SIC
29
Samalin Investment Counsel
New York
$53.7K -$47.5K -10,657 -47%
RIA
30
Regal Investment Advisors
Michigan
$53K – – –
Stifel Financial
31
Stifel Financial
Missouri
$48.8K +$419 +94 +0.9%
SPIA
32
Steward Partners Investment Advisory
New York
$48.4K – – –
JF
33
Jump Financial
Illinois
$45.9K +$45.9K +10,300 New
Corient Private Wealth
34
Corient Private Wealth
Florida
$44.6K +$44.6K +10,000 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$23.6K – – –
EC
36
Elequin Capital
New York
$20.3K +$20.3K +4,544 New
GRP
37
Global Retirement Partners
California
$17.2K +$688 +156 +4%
HWA
38
HHM Wealth Advisors
Tennessee
$10K – – –
PA
39
Parallel Advisors
California
$8.92K -$12K -2,700 -57%
FIA
40
FNY Investment Advisers
New York
$6K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$4.51K -$4.51K -1,000 -50%
SL
42
Salomon & Ludwin
Virginia
$4.49K +$4.49K +1,007 New
HI
43
Harbour Investments
Wisconsin
$2.23K – – –
EWA
44
EP Wealth Advisors
California
– -$57.4K -183,902 Closed
GT
45
Glenview Trust
Kentucky
– -$233K -47,703 Closed
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
– -$182K -37,362 Closed
CA
47
Cornerstone Advisory
Maryland
– -$118K -24,184 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
– -$94K -19,268 Closed
MML Investors Services
49
MML Investors Services
Massachusetts
– -$87K -17,845 Closed
VF
50
Virtu Financial
New York
– -$62K -12,658 Closed
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