Western Asset High Income Fund II
HIX
54 hedge funds and large institutions have $41.5M invested in Western Asset High Income Fund II in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
15% more funds holding
Funds holding: 47 → 54 (+7)
8% more capital invested
Capital invested by funds: $38.4M → $41.5M (+$3.17M)
0.7% more ownership
Funds ownership: 9.11% → 9.81% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.64M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$756K |
| 3 |
LC
Lindbrook Capital
Calabasas,
California
|
+$512K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$438K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$152K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.86M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$670K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$417K |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$142K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$88.9K |
HIX Hedge Fund Activity: Q4 2021 in Review
54 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q4 2021, worth a combined $41.5M — up 8.3% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new HIX positions and 5 closed out — a net gain of 9 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $1.64M. The largest seller was Creative Planning, cutting an estimated $1.86M.
- 54 institutional investors held Western Asset High Income Fund II (HIX) as of Q4 2021, up from 47 in Q3 2021.
- Funds reported $41.5M of Western Asset High Income Fund II stock for Q4 2021, up 8.3% quarter-over-quarter.
- 14 funds opened new Western Asset High Income Fund II positions in Q4 2021 and 5 closed out, a net change of +9 holders.
- The largest Western Asset High Income Fund II buyer in Q4 2021 was Shaker Financial Services, an estimated $1.64M added.
- The largest Western Asset High Income Fund II seller in Q4 2021 was Creative Planning, an estimated $1.86M sold.
Based on aggregated 13F filings for Q4 2021.