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HIX

Western Asset High Income Fund II

69 hedge funds and large institutions have $164M invested in Western Asset High Income Fund II in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 29.56%29.54% (-0.03%)

1% less capital invested

Capital invested by funds: $165M → $164M (-$1.28M)

13% less funds holding

Funds holding: 7969 (-10)

16% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 25

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
69
Holders Change
-10
Holders Change %
-12.66%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
21
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$76.6M +$2.93M +439,356 +4%
UBS Group
2
UBS Group
Switzerland
$34.4M +$476K +71,497 +1%
VIA
3
Vident Investment Advisory
Georgia
$10.4M +$196K +29,450 +2%
Invesco
4
Invesco
Georgia
$9.09M -$517K -77,613 -6%
GC
5
Guggenheim Capital
Illinois
$5.76M -$637K -95,684 -10%
VCM
6
Vivaldi Capital Management
Illinois
$2.81M +$685K +102,928 +35%
IWM
7
IHT Wealth Management
Illinois
$2.5M
Ameriprise
8
Ameriprise
Minnesota
$2.4M +$111K +16,733 +5%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$2.35M
RCM
10
Robinson Capital Management
Michigan
$1.95M -$16.6K -2,500 -0.9%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.89M -$1.58K -237 -0.1%
CIA
12
Capital Investment Advisors
Georgia
$1.45M -$2.7K -406 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$1.39M +$132K +19,867 +11%
WCM
14
Windsor Capital Management
Arizona
$1.27M -$23K -3,449 -2%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$795K -$215K -32,300 -22%
Citigroup
16
Citigroup
New York
$766K +$310K +46,570 +74%
Wells Fargo
17
Wells Fargo
California
$749K -$116K -17,409 -14%
Bank of America
18
Bank of America
North Carolina
$527K -$17.4K -2,614 -3%
FAAS
19
First Allied Advisory Services
California
$461K +$20K +3,000 +5%
SIM
20
Sonora Investment Management
Arizona
$417K
Creative Planning
21
Creative Planning
Kansas
$366K +$2.46K +370 +0.7%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$363K +$21.3K +3,199 +7%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$315K +$48.1K +7,223 +19%
RJA
24
Raymond James & Associates
Florida
$301K +$60.8K +9,127 +27%
AG
25
Advisor Group
Arizona
$296K +$20.1K +3,014 +8%

HIX Hedge Fund Activity: Q2 2019 in Review

69 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q2 2019, worth a combined $164M — down 0.78% from $165M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of HIX and 5 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 21 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.21M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $2.48M sold.

  • 69 institutional investors held Western Asset High Income Fund II (HIX) as of Q2 2019, down from 79 in Q1 2019.
  • Funds reported $164M of Western Asset High Income Fund II stock for Q2 2019, down 0.78% quarter-over-quarter.
  • 5 funds opened new Western Asset High Income Fund II positions in Q2 2019 and 14 closed out, a net change of -9 holders.
  • The largest Western Asset High Income Fund II buyer in Q2 2019 was Rivernorth Capital Management, an estimated $3.21M added.
  • The largest Western Asset High Income Fund II seller in Q2 2019 was 1607 Capital Partners, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2019.