Western Asset High Income Fund II
HIX
79 hedge funds and large institutions have $65.6M invested in Western Asset High Income Fund II in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 6 closing their positions.
250% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 6
55% more capital inflows, than outflows
Capital inflows: $18.6M | Capital outflows: $12M
47% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 17
20% more funds holding
Funds holding: 66 → 79 (+13)
1.51% more ownership
Funds ownership: 15.78% → 17.29% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$7.2M |
| 2 |
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$1.62M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
| 5 |
Quarry LP
New York
|
+$940K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$7.33M |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
-$2.98M |
| 3 |
Guggenheim Capital
Chicago,
Illinois
|
-$334K |
| 4 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$323K |
| 5 |
SFI Advisors
Montclair,
New Jersey
|
-$318K |
HIX Hedge Fund Activity: Q4 2024 in Review
79 of the 7,617 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Income Fund II (HIX) for Q4 2024, worth a combined $65.6M — up 2.4% from $64.1M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HIX positions and 6 closed out — a net gain of 15 holders — while 25 added to existing stakes and 17 trimmed.
The largest buyer was Wells Fargo, adding an estimated $7.2M. The largest seller was Morgan Stanley, cutting an estimated $7.33M.
- 79 institutional investors held Western Asset High Income Fund II (HIX) as of Q4 2024, up from 66 in Q3 2024.
- Funds reported $65.6M of Western Asset High Income Fund II stock for Q4 2024, up 2.4% quarter-over-quarter.
- 21 funds opened new Western Asset High Income Fund II positions in Q4 2024 and 6 closed out, a net change of +15 holders.
- The largest Western Asset High Income Fund II buyer in Q4 2024 was Wells Fargo, an estimated $7.2M added.
- The largest Western Asset High Income Fund II seller in Q4 2024 was Morgan Stanley, an estimated $7.33M sold.
Based on aggregated 13F filings for Q4 2024.