Western Asset High Income Fund II
HIX
86 hedge funds and large institutions have $66.1M invested in Western Asset High Income Fund II in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 18 closing their positions.
0.88% less ownership
Funds ownership: 19.3% → 18.43% (-0.88%)
7% less funds holding
Funds holding: 92 → 86 (-6)
9% less capital invested
Capital invested by funds: $72.3M → $66.1M (-$6.27M)
11% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 27
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$1.34M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$588K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$555K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$472K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$2.95M |
| 2 |
Morgan Stanley
New York
|
-$1.41M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
-$838K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$426K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$407K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFI
101
Key Financial Inc
West Chester,
Pennsylvania
| – | -$9.38K | -2,254 | Closed |
|
|
DT
102
DV Trading
Chicago,
Illinois
| – | -$6.27K | -1,508 | Closed |
|
|
HI
103
Harbour Investments
Madison,
Wisconsin
| – | -$2.08K | -500 | Closed |
|
104
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.08K | -500 | Closed |
|
HIX Hedge Fund Activity: Q1 2026 in Review
86 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q1 2026, worth a combined $66.1M — down 8.7% from $72.3M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of HIX and 14 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 24 added.
The largest buyer was Rockefeller Capital Management, adding an estimated $1.34M. The largest seller was Wells Fargo, cutting an estimated $2.95M.
- 86 institutional investors held Western Asset High Income Fund II (HIX) as of Q1 2026, down from 92 in Q4 2025.
- Funds reported $66.1M of Western Asset High Income Fund II stock for Q1 2026, down 8.7% quarter-over-quarter.
- 14 funds opened new Western Asset High Income Fund II positions in Q1 2026 and 18 closed out, a net change of -4 holders.
- The largest Western Asset High Income Fund II buyer in Q1 2026 was Rockefeller Capital Management, an estimated $1.34M added.
- The largest Western Asset High Income Fund II seller in Q1 2026 was Wells Fargo, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2026.