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 %
WS
51
Wedbush Securities
California
$63K +$63K +14,937 New
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$54.5K +$54.5K +12,941 New
SDAM
53
Shulman DeMeo Asset Management
New York
$51.6K -$1.67K -396 -3%
XT
54
XTX Topco
Cayman Islands
$47.2K -$119K -28,184 -72%
SWP
55
Stratos Wealth Partners
Ohio
$45.5K +$1.89K +450 +4%
MML Investors Services
56
MML Investors Services
Massachusetts
$45K -$2.23K -527 -5%
MCM
57
MAI Capital Management
Ohio
$41K +$41K +9,739 New
MSWA
58
Marshall & Sterling Wealth Advisors
New York
$35.5K +$35.5K +8,422 New
CA
59
CoreCap Advisors
Michigan
$35K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$31.3K – – –
AWM
61
Activest Wealth Management
Florida
$26.9K – – –
LFG
62
Larson Financial Group
Missouri
$26.4K – – –
GRP
63
Global Retirement Partners
California
$19.3K +$838 +199 +5%
Comerica Bank
64
Comerica Bank
Texas
$16.9K +$307 +73 +2%
BLC
65
Brown, Lisle/Cummings
Rhode Island
$11.6K – – –
HWA
66
HHM Wealth Advisors
Tennessee
$9.47K – – –
GSWM
67
Golden State Wealth Management
California
$8.66K +$8.66K +2,056 New
PA
68
Parallel Advisors
California
$8.21K -$211 -50 -3%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$5.41K – – –
NWMP
70
Noble Wealth Management PBC
Colorado
$5.26K +$5.26K +1,250 New
SL
71
Salomon & Ludwin
Virginia
$4.24K – – –
EB
72
Eastern Bank
Massachusetts
$4.21K +$4.21K +1,000 New
FFA
73
Farther Finance Advisors
California
$2.74K – – –
WA
74
WPG Advisers
Maryland
$2.52K +$2.52K +598 New
HI
75
Harbour Investments
Wisconsin
$2.11K – – –
1 2
3
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