HIX

Western Asset High Income Fund II
HIX

Overview Fund Activity

77 hedge funds and large institutions have $65.3M invested in Western Asset High Income Fund II in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
25
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$7.03M
2
AIA
Absolute Investment Advisers
Florida
$1.55M
3
Ameriprise
Ameriprise
Minnesota
$3.29M
4
UBS Group
UBS Group
Switzerland
$13.2M
5
QL
Quarry LP
New York
$896K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$6.4M
2
LCM
Landscape Capital Management
New Jersey
$751K
3
GC
Guggenheim Capital
Illinois
$0
4
NA
NewEdge Advisors
Louisiana
$2.3M
5
SA
SFI Advisors
New Jersey
$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$346K +$98.6K +23,206 +40%
SCA
27
Sage Capital Advisors
South Dakota
$336K -$45.3K -10,762 -12%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$258K -$73.9K -17,547 -22%
AUIM
29
Aegon USA Investment Management
Iowa
$255K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$200K -$32.5K -7,701 -14%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$182K -$65.3K -15,470 -26%
IAN
32
Integrated Advisors Network
Texas
$170K – – –
TSS
33
Two Sigma Securities
New York
$166K +$166K +39,336 New
MFWP
34
Mosaic Family Wealth Partners
Missouri
$159K +$72.2K +17,154 +83%
AWA
35
Arete Wealth Advisors
Illinois
$152K +$11.3K +2,697 +8%
PI
36
PFG Investments
New York
$145K – – –
ACP
37
Argyle Capital Partners
California
$132K +$132K +31,449 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$129K -$4.2K -994 -3%
HF
39
HRT Financial
New York
$114K +$13.3K +3,174 +13%
MAG
40
MRA Advisory Group
New Jersey
$109K +$3.47K +824 +3%
FBB
41
Fulton Breakefield Broenniman
Maryland
$96K – – –
Citadel Advisors
42
Citadel Advisors
Florida
$90.8K +$90.8K +21,571 New
Bank of America
43
Bank of America
North Carolina
$85K -$55.1K -13,079 -39%
TWPM
44
Total Wealth Planning & Management
Florida
$83K +$83K +19,709 New
Stifel Financial
45
Stifel Financial
Missouri
$82K +$3K +712 +4%
DADC
46
D.A. Davidson & Co
Montana
$78.5K +$2.92K +693 +4%
WAM
47
Wolverine Asset Management
Illinois
$71.8K -$113K -26,855 -61%
KA
48
Kovack Advisors
Florida
$71.4K +$3.11K +738 +5%
SIMG
49
Sonora Investment Management Group
Arizona
$67.4K -$9.41K -2,235 -12%
AWM
50
Apollon Wealth Management
South Carolina
$65.9K +$65.9K +15,645 New
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