HIX

Western Asset High Income Fund II

43 hedge funds and large institutions have $29.2M invested in Western Asset High Income Fund II in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$12.2M 2,455,062 -61,784 -2%
Morgan Stanley
2
Morgan Stanley
New York
$3.18M 641,140 +332,366 +108%
Invesco
3
Invesco
Georgia
$2.89M 582,491 +167,352 +40%
GC
4
Guggenheim Capital
Illinois
$1.8M 363,903 -79,622 -18%
RJA
5
Raymond James & Associates
Florida
$1.29M 260,974 +11,947 +5%
Ameriprise
6
Ameriprise
Minnesota
$972K 195,891 -20,998 -10%
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$771K 155,496 +71,112 +84%
SWP
8
Significant Wealth Partners
Illinois
$711K 143,415 +143,415 New
Osaic Holdings
9
Osaic Holdings
Arizona
$585K 117,963 -75,584 -39%
NA
10
NewEdge Advisors
Louisiana
$493K 106,800 +5,400 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$473K 95,274 +11,182 +13%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$465K 93,820 -200,296 -68%
LPL Financial
13
LPL Financial
California
$367K 74,037 +3,423 +5%
SCA
14
Sage Capital Advisors
South Dakota
$346K 69,803 -9,627 -12%
LCM
15
Landscape Capital Management
New Jersey
$323K 65,141 +52,058 +398%
Wells Fargo
16
Wells Fargo
California
$295K 59,540 -978 -2%
CAN
17
Cetera Advisor Networks
California
$260K 52,345 +7,128 +16%
IAN
18
Integrated Advisors Network
Texas
$201K 40,435
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$181K 36,521 -5,420 -13%
Bank of America
20
Bank of America
North Carolina
$167K 33,767 -1,930 -5%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$157K 31,581 +31,581 New
Nomura Holdings
22
Nomura Holdings
Japan
$112K 22,625 +22,625 New
Stifel Financial
23
Stifel Financial
Missouri
$99.5K 20,062 +9,124 +83%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$99K 19,955 -16,826 -46%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$95.5K 19,249 -12,888 -40%