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HIX

Western Asset High Income Fund II
HIX

79 hedge funds and large institutions have $65.6M invested in Western Asset High Income Fund II in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

20% more funds holding

Funds holding: 66 → 79 (+13)

1.51% more ownership

Funds ownership: 15.78% → 17.29% (+1.5%)

2% more capital invested

Capital invested by funds: $64.1M → $65.6M (+$1.51M)

Holders
79
Holders Change
+13
Holders Change %
+19.7%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
25
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$7.2M
2
AIA
Absolute Investment Advisers
Florida
+$1.62M
3
Ameriprise
Ameriprise
Minnesota
+$1.59M
4
UBS Group
UBS Group
Switzerland
+$1.18M
5
QL
Quarry LP
New York
+$940K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$7.33M
2
LCM
Landscape Capital Management
New Jersey
-$2.98M
3
GC
Guggenheim Capital
Illinois
-$334K
4
NA
NewEdge Advisors
Louisiana
-$323K
5
SA
SFI Advisors
New Jersey
-$318K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WPG Advisers
Maryland
$2.52K +$2.64K +598 New
HI
77
Harbour Investments
Wisconsin
$2.1K – – –
GWM
78
Geneos Wealth Management
Colorado
$1.84K +$1.18K +267 +158%
GC
79
Guggenheim Capital
Illinois
– -$334K -74,166 Closed
NAS
80
NWF Advisory Services
California
– -$83K -18,400 Closed
BCA
81
Bay Colony Advisors
Massachusetts
– -$49.3K -10,926 Closed
IAIM
82
International Assets Investment Management
Florida
– -$750 -3,383 Closed
CFGS
83
Concourse Financial Group Securities
Alabama
– -$8.83K -2,000 Closed
FIA
84
FNY Investment Advisers
New York
– -$6K -1,400 Closed
1 2 3
4

HIX Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q4 2024, worth a combined $65.6M — up 2.4% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new HIX positions and 6 closed out — a net gain of 15 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.2M. The largest seller was Morgan Stanley, cutting an estimated $7.33M.

  • 79 institutional investors held Western Asset High Income Fund II (HIX) as of Q4 2024, up from 66 in Q3 2024.
  • Funds reported $65.6M of Western Asset High Income Fund II stock for Q4 2024, up 2.4% quarter-over-quarter.
  • 21 funds opened new Western Asset High Income Fund II positions in Q4 2024 and 6 closed out, a net change of +15 holders.
  • The largest Western Asset High Income Fund II buyer in Q4 2024 was Wells Fargo, an estimated $7.2M added.
  • The largest Western Asset High Income Fund II seller in Q4 2024 was Morgan Stanley, an estimated $7.33M sold.

Based on aggregated 13F filings for Q4 2024.