Western Asset High Income Fund II
HIX
44 hedge funds and large institutions have $25.1M invested in Western Asset High Income Fund II in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
0.51% less ownership
Funds ownership: 8.88% → 8.37% (-0.51%)
2% less funds holding
Funds holding: 45 → 44 (-1)
8% less capital invested
Capital invested by funds: $27.3M → $25.1M (-$2.27M)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
Top Sellers
HIX Hedge Fund Activity: Q3 2023 in Review
44 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q3 2023, worth a combined $25.1M — down 8.3% from $27.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HIX and 8 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.
The largest buyer was Ameriprise, adding an estimated $544K. The largest seller was Commonwealth Equity Services, cutting an estimated $492K.
- 44 institutional investors held Western Asset High Income Fund II (HIX) as of Q3 2023, down from 45 in Q2 2023.
- Funds reported $25.1M of Western Asset High Income Fund II stock for Q3 2023, down 8.3% quarter-over-quarter.
- 8 funds opened new Western Asset High Income Fund II positions in Q3 2023 and 9 closed out, a net change of -1 holder.
- The largest Western Asset High Income Fund II buyer in Q3 2023 was Ameriprise, an estimated $544K added.
- The largest Western Asset High Income Fund II seller in Q3 2023 was Commonwealth Equity Services, an estimated $492K sold.
Based on aggregated 13F filings for Q3 2023.