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HIX

Western Asset High Income Fund II
HIX

53 hedge funds and large institutions have $44M invested in Western Asset High Income Fund II in 2013 Q2 according to their latest regulatory filings, with 53 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

5.59% more ownership

Funds ownership: 0% → 5.59% (+5.6%)

Holders
53
Holders Change
+53
Holders Change %
–
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$6.16M +$6.57M +667,644 New
Morgan Stanley
2
Morgan Stanley
New York
$5.04M +$5.37M +546,067 New
GC
3
Guggenheim Capital
Illinois
$5M +$5.33M +542,245 New
SONJCPFB
4
State of New Jersey Common Pension Fund B
New Jersey
$4.61M +$4.92M +500,000 New
WCM
5
Windsor Capital Management
Arizona
$4.3M +$4.58M +465,920 New
Invesco
6
Invesco
Georgia
$3.15M +$3.37M +342,202 New
U
7
UBS
Switzerland
$1.92M +$2.05M +208,406 New
NPC
8
National Planning Corporation
California
$1.42M +$1.51M +153,785 New
Wells Fargo
9
Wells Fargo
California
$1.08M +$1.16M +117,445 New
WA
10
WFG Advisors
Texas
$1.03M +$1.1M +111,398 New
Bank of America
11
Bank of America
North Carolina
$829K +$885K +89,969 New
Barclays
12
Barclays
United Kingdom
$820K +$875K +88,976 New
SNC
13
Stifel Nicolaus & Co
Missouri
$782K +$835K +84,854 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$774K +$826K +83,995 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$723K +$771K +78,391 New
MVP
16
Miller Value Partners
Florida
$650K +$693K +70,460 New
Ameriprise
17
Ameriprise
Minnesota
$512K +$546K +55,519 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$483K +$515K +52,371 New
RJA
19
Raymond James & Associates
Florida
$456K +$487K +49,488 New
Cohen & Steers
20
Cohen & Steers
New York
$389K +$415K +42,227 New
IH
21
IFC Holdings
Florida
$310K +$331K +33,685 New
SGCA
22
Steel Grove Capital Advisors
Tennessee
$265K +$283K +28,775 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$262K +$280K +28,423 New
Creative Planning
24
Creative Planning
Kansas
$256K +$273K +27,764 New
Citigroup
25
Citigroup
New York
$252K +$269K +27,311 New
1
2 3

HIX Hedge Fund Activity: Q2 2013 in Review

53 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q2 2013, worth a combined $44M.

Buyers outnumbered sellers: 53 funds opened new HIX positions and 0 closed out — a net gain of 53 holders — while 0 added to existing stakes and 0 trimmed.

  • 53 institutional investors held Western Asset High Income Fund II (HIX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $44M of Western Asset High Income Fund II stock for Q2 2013.
  • 53 funds opened new Western Asset High Income Fund II positions in Q2 2013 and 0 closed out, a net change of +53 holders.

Based on aggregated 13F filings for Q2 2013.