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HIX

Western Asset High Income Fund II

60 hedge funds and large institutions have $71.6M invested in Western Asset High Income Fund II in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.28% less ownership

Funds ownership: 13.83%13.55% (-0.28%)

5% less capital invested

Capital invested by funds: $75.3M → $71.6M (-$3.71M)

19% less funds holding

Funds holding: 7460 (-14)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

70% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 20

Holders
60
Holders Change
-14
Holders Change %
-18.92%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
22
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$22.7M +$8.26M +1,346,178 +64%
GC
2
Guggenheim Capital
Illinois
$10.6M -$1.11M -181,623 -10%
Bessemer Group
3
Bessemer Group
New Jersey
$7.66M -$1.9M -310,000 -21%
Invesco
4
Invesco
Georgia
$4.99M -$1.37M -223,890 -23%
LPL Financial
5
LPL Financial
California
$3.67M -$306K -49,922 -8%
Morgan Stanley
6
Morgan Stanley
New York
$2.69M -$472K -76,979 -16%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$2.24M +$2.02M +328,900 +3,132%
CIA
8
Capital Investment Advisors
Georgia
$2.13M -$143K -23,223 -7%
WCM
9
Windsor Capital Management
Arizona
$1.98M -$156K -25,337 -8%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.91M +$859K +139,994 +94%
YMRC
11
Yorktown Management & Research Company
Virginia
$1.72M
PPA
12
Parametric Portfolio Associates
Washington
$1.31M -$640K -104,303 -34%
CS
13
Credit Suisse
Switzerland
$1.03M -$1.53K -250 -0.2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$515K +$314K +51,134 +191%
Wells Fargo
15
Wells Fargo
California
$509K -$432K -70,312 -48%
Citigroup
16
Citigroup
New York
$478K -$109K -17,725 -20%
Bank of America
17
Bank of America
North Carolina
$443K +$38.4K +6,250 +10%
SIM
18
Sonora Investment Management
Arizona
$405K +$365K +59,468 New
RJA
19
Raymond James & Associates
Florida
$371K +$17.8K +2,898 +5%
Stifel Financial
20
Stifel Financial
Missouri
$342K +$40.1K +6,531 +14%
CAN
21
Cetera Advisor Networks
California
$286K -$76K -12,382 -22%
Creative Planning
22
Creative Planning
Kansas
$278K +$161K +26,308 +167%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$248K -$71.6K -11,663 -24%
NPC
24
National Planning Corporation
California
$222K -$63K -10,270 -24%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$213K +$24.3K +3,966 +14%

HIX Hedge Fund Activity: Q1 2016 in Review

60 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q1 2016, worth a combined $71.6M — down 4.9% from $75.3M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of HIX and 6 opened new positions — a net loss of 14 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was UBS Group, adding an estimated $8.26M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.41M sold.

  • 60 institutional investors held Western Asset High Income Fund II (HIX) as of Q1 2016, down from 74 in Q4 2015.
  • Funds reported $71.6M of Western Asset High Income Fund II stock for Q1 2016, down 4.9% quarter-over-quarter.
  • 6 funds opened new Western Asset High Income Fund II positions in Q1 2016 and 20 closed out, a net change of -14 holders.
  • The largest Western Asset High Income Fund II buyer in Q1 2016 was UBS Group, an estimated $8.26M added.
  • The largest Western Asset High Income Fund II seller in Q1 2016 was Laurion Capital Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q1 2016.