HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

61 hedge funds and large institutions have $43.9M invested in Western Asset High Income Fund II in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$12.8M
2
AIA
Absolute Investment Advisers
Florida
$1.26M
3
NA
NewEdge Advisors
Louisiana
$686K
4
Cohen & Steers
Cohen & Steers
New York
$1.28M
5
QL
Quarry LP
New York
$462K

Top Sellers

1
LCM
Landscape Capital Management
New Jersey
$1.98M
2
RJA
Raymond James & Associates
Florida
$418K
3
YCM
Yakira Capital Management
Connecticut
$0
4
GC
Guggenheim Capital
Illinois
$322K
5
Morgan Stanley
Morgan Stanley
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
26
Integrated Advisors Network
Texas
$176K – – –
CPIG
27
Chicago Partners Investment Group
Illinois
$155K +$32.7K +7,523 +27%
Bank of America
28
Bank of America
North Carolina
$154K +$11K +2,535 +8%
PI
29
PFG Investments
New York
$149K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$137K -$21.7K -5,000 -14%
IAS
31
Insigneo Advisory Services
Florida
$123K +$123K +28,459 New
OC
32
Oppenheimer & Co
New York
$117K -$8.2K -1,884 -7%
MAG
33
MRA Advisory Group
New Jersey
$106K +$2.5K +574 +2%
CA
34
CoreCap Advisors
Michigan
$106K +$69.6K +16,000 +192%
SFS
35
Shaker Financial Services
Virginia
$104K +$104K +24,000 New
FBB
36
Fulton Breakefield Broenniman
Maryland
$99.2K +$99.2K +22,800 New
Stifel Financial
37
Stifel Financial
Missouri
$97.3K +$15.4K +3,547 +19%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$92.9K +$4.79K +1,100 +5%
SIMG
39
Sonora Investment Management Group
Arizona
$81.5K – – –
AWA
40
Arete Wealth Advisors
Illinois
$74K +$74K +16,964 New
KA
41
Kovack Advisors
Florida
$68.3K +$68.3K +15,699 New
US Bancorp
42
US Bancorp
Minnesota
$61.8K +$61.8K +14,204 New
SDAM
43
Shulman DeMeo Asset Management
New York
$55K -$2.64K -606 -5%
MML Investors Services
44
MML Investors Services
Massachusetts
$48K +$48K +11,063 New
SPIA
45
Steward Partners Investment Advisory
New York
$47.3K – – –
BCA
46
Bay Colony Advisors
Massachusetts
$47.3K +$713 +164 +2%
VF
47
Virtu Financial
New York
$44K +$44K +10,113 New
HF
48
HRT Financial
New York
$43K +$43K +10,043 New
LFG
49
Larson Financial Group
Missouri
$27.3K +$27.3K +6,265 New
AWM
50
Activest Wealth Management
Florida
$22K +$22K +5,066 New
1
2
3