Western Asset High Income Fund II
HIX
64 hedge funds and large institutions have $91.3M invested in Western Asset High Income Fund II in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
9% more capital invested
Capital invested by funds: $84.2M → $91.3M (+$7.19M)
3% more funds holding
Funds holding: 62 → 64 (+2)
0.87% more ownership
Funds ownership: 13.81% → 14.67% (+0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.72M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$1.49M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.44M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.42M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.94M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$1.42M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
-$600K |
| 4 |
Citigroup
New York
|
-$302K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$290K |
HIX Hedge Fund Activity: Q1 2017 in Review
64 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q1 2017, worth a combined $91.3M — up 8.5% from $84.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new HIX positions and 7 closed out — a net gain of 3 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Ameriprise, opening a new position worth an estimated $2.72M. The largest seller was Guggenheim Capital, cutting an estimated $1.94M.
- 64 institutional investors held Western Asset High Income Fund II (HIX) as of Q1 2017, up from 62 in Q4 2016.
- Funds reported $91.3M of Western Asset High Income Fund II stock for Q1 2017, up 8.5% quarter-over-quarter.
- 10 funds opened new Western Asset High Income Fund II positions in Q1 2017 and 7 closed out, a net change of +3 holders.
- The largest Western Asset High Income Fund II buyer in Q1 2017 was Ameriprise, an estimated $2.72M added.
- The largest Western Asset High Income Fund II seller in Q1 2017 was Guggenheim Capital, an estimated $1.94M sold.
Based on aggregated 13F filings for Q1 2017.