HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

43 hedge funds and large institutions have $29.2M invested in Western Asset High Income Fund II in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.18M
2
Invesco
2
Invesco
Georgia
$2.89M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$771K
4
LCM
4
Landscape Capital Management
New Jersey
$323K
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$157K

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$465K
2
GC
2
Guggenheim Capital
Illinois
$1.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$585K
4
UBS Group
4
UBS Group
Switzerland
$12.2M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAG
26
MRA Advisory Group
New Jersey
$94K +$3.61K +727 +4%
SIMG
27
Sonora Investment Management Group
Arizona
$90.9K – – –
KA
28
Kovack Advisors
Florida
$73.7K +$3.11K +627 +4%
SDAM
29
Shulman DeMeo Asset Management
New York
$66.3K -$283 -57 -0.4%
BCA
30
Bay Colony Advisors
Massachusetts
$61.6K +$1.37K +277 +2%
RIA
31
Regal Investment Advisors
Michigan
$59K – – –
SPIA
32
Steward Partners Investment Advisory
New York
$53.9K – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$51K +$51K +10,293 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$26.2K – – –
GRP
35
Global Retirement Partners
California
$19.5K +$617 +127 +3%
BFPW
36
BOK Financial Private Wealth
Colorado
$16.6K +$16.6K +3,344 New
CFGS
37
Concourse Financial Group Securities
Alabama
$14.9K +$9.92K +2,000 +200%
BLC
38
Brown, Lisle/Cummings
Rhode Island
$13.6K +$13.6K +2,749 New
HWA
39
HHM Wealth Advisors
Tennessee
$11.2K – – –
PA
40
Parallel Advisors
California
$9.92K – – –
SL
41
Salomon & Ludwin
Virginia
$4.49K – – –
BWM
42
Baystate Wealth Management
Massachusetts
$4.26K +$4.26K +859 New
HI
43
Harbour Investments
Wisconsin
$2.48K – – –
WAM
44
Wolverine Asset Management
Illinois
– -$219K -49,190 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
– -$70K -15,992 Closed
SIC
46
Samalin Investment Counsel
New York
– -$53.7K -12,048 Closed
JF
47
Jump Financial
Illinois
– -$45.9K -10,300 Closed
Corient Private Wealth
48
Corient Private Wealth
Florida
– -$44.6K -10,000 Closed
EC
49
Elequin Capital
New York
– -$20.3K -4,544 Closed
FIA
50
FNY Investment Advisers
New York
– -$6K -1,400 Closed
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