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HIX

Western Asset High Income Fund II

67 hedge funds and large institutions have $90.8M invested in Western Asset High Income Fund II in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.49% less ownership

Funds ownership: 15.11%14.62% (-0.49%)

3% less capital invested

Capital invested by funds: $93.6M → $90.8M (-$2.88M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

12% less funds holding

Funds holding: 7667 (-9)

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
67
Holders Change
-9
Holders Change %
-11.84%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
21
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$31.3M +$637K +88,492 +2%
Invesco
2
Invesco
Georgia
$7.36M +$413K +57,381 +6%
GC
3
Guggenheim Capital
Illinois
$6.32M -$358K -49,782 -5%
VIA
4
Vident Investment Advisory
Georgia
$5.83M +$511K +70,956 +10%
Morgan Stanley
5
Morgan Stanley
New York
$4.23M +$348K +48,304 +9%
SFS
6
Shaker Financial Services
Virginia
$3.87M +$321K +44,583 +9%
Bessemer Group
7
Bessemer Group
New Jersey
$3.71M -$2.68M -372,500 -42%
RCM
8
Robinson Capital Management
Michigan
$3.65M +$712K +98,874 +24%
Ameriprise
9
Ameriprise
Minnesota
$2.8M +$82K +11,388 +3%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.08M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$2.03M -$99.1K -13,763 -5%
WCM
12
Windsor Capital Management
Arizona
$1.83M
CIA
13
Capital Investment Advisors
Georgia
$1.71M -$56.5K -7,844 -3%
Wells Fargo
14
Wells Fargo
California
$1.7M -$117K -16,197 -6%
CRC
15
Curi RMB Capital
Illinois
$1.29M -$1.16M -161,178 -47%
DA
16
Doliver Advisors
Texas
$1.01M -$8.64K -1,200 -0.8%
AAM
17
Advisors Asset Management
Colorado
$1M -$18.6K -2,582 -2%
Bank of America
18
Bank of America
North Carolina
$635K -$45.9K -6,372 -7%
LPL Financial
19
LPL Financial
California
$595K -$41.3K -5,736 -6%
Creative Planning
20
Creative Planning
Kansas
$503K +$15.9K +2,214 +3%
WAM
21
Wolverine Asset Management
Illinois
$466K +$245K +34,089 +111%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$460K +$68.9K +9,569 +18%
Millennium Management
23
Millennium Management
New York
$453K +$173K +24,099 +62%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$433K -$174K -24,236 -29%
SIM
25
Sonora Investment Management
Arizona
$429K

HIX Hedge Fund Activity: Q3 2017 in Review

67 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q3 2017, worth a combined $90.8M — down 3.1% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of HIX and 3 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 21 added.

The largest buyer was Robinson Capital Management, adding an estimated $712K. The largest seller was Bessemer Group, cutting an estimated $2.68M.

  • 67 institutional investors held Western Asset High Income Fund II (HIX) as of Q3 2017, down from 76 in Q2 2017.
  • Funds reported $90.8M of Western Asset High Income Fund II stock for Q3 2017, down 3.1% quarter-over-quarter.
  • 3 funds opened new Western Asset High Income Fund II positions in Q3 2017 and 10 closed out, a net change of -7 holders.
  • The largest Western Asset High Income Fund II buyer in Q3 2017 was Robinson Capital Management, an estimated $712K added.
  • The largest Western Asset High Income Fund II seller in Q3 2017 was Bessemer Group, an estimated $2.68M sold.

Based on aggregated 13F filings for Q3 2017.