Western Asset High Income Opportunity Fund Inc.
HIO- Exchange
- NYSE
- SEC CIK
- 0000910068
No open-market purchases or sales by Western Asset High Income Opportunity Fund Inc. insiders were filed in the last 90 days; 112 institutions reported holding it in 13F filings for Q2 2026, worth $121.0M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 95
- −5 vs. Q1 2021
- Shares held
- 36.0M
- +259.3K (+0.7%) vs. Q1 2021
- Total value
- $190.6M
- +$8.92M (+4.9%) vs. Q1 2021
- New holders
- 6
- 38 more added
- Sold out
- 11
- 19 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 112 | $121.0M |
| Q1 2026 | 119 | $117.8M |
| Q4 2025 | 116 | $112.0M |
| Q3 2025 | 104 | $106.7M |
| Q2 2025 | 98 | $102.0M |
| Q1 2025 | 98 | $100.7M |
| Q4 2024 | 102 | $113.4M |
| Q3 2024 | 99 | $119.6M |
| Q2 2024 | 98 | $118.0M |
| Q1 2024 | 103 | $130.8M |
| Q4 2023 | 108 | $141.2M |
| Q3 2023 | 114 | $134.7M |
| Q2 2023 | 107 | $144.9M |
| Q1 2023 | 101 | $142.5M |
| Q4 2022 | 108 | $152.1M |
| Q3 2022 | 98 | $137.6M |
| Q2 2022 | 108 | $150.6M |
| Q1 2022 | 96 | $128.1M |
| Q4 2021 | 100 | $141.6M |
| Q3 2021 | 93 | $178.7M |
| Q2 2021 | 95 | $190.6M |
| Q1 2021 | 100 | $181.7M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 8,029,189 | $42.4M | 3.25% | +685,338+9.3% | Added |
| Rivernorth Capital Management, LLC | 4,493,026 | $23.7M | 1.35% | −1,119,825−20.0% | Reduced |
| Morgan Stanley | 4,375,214 | $23.1M | 0.00% | +397,827+10.0% | Added |
| Penserra Capital Management LLC | 2,462,114 | $13.0M | 0.24% | +538,106+28.0% | Added |
| Evergreen Capital Management LLC | 1,806,387 | $9.54M | 0.46% | +35,784+2.0% | Added |
| Capital Investment Advisors, LLC | 1,660,241 | $8.77M | 0.30% | +60,690+3.8% | Added |
| UBS Group AG | 1,624,710 | $8.58M | 0.00% | −101,939−5.9% | Reduced |
| Invesco Ltd. | 1,430,905 | $7.55M | 0.00% | +107,390+8.1% | Added |
| Bank of America Corp | 1,101,507 | $5.82M | 0.00% | −12,056−1.1% | Reduced |
| Fca Corp | 993,797 | $5.25M | 1.49% | −2,768−0.3% | Reduced |
| Eaton Vance Management | 768,744 | $4.06M | 0.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 536,747 | $2.83M | 0.00% | −207,313−27.9% | Reduced |
| Guggenheim Capital LLC | 494,277 | $2.61M | 0.02% | +8,613+1.8% | Added |
| Chicago Partners Investment Group LLC | 475,691 | $2.49M | 0.19% | +51,101+12.0% | Added |
| RFG Advisory, LLC | 444,310 | $2.35M | 0.21% | +8,294+1.9% | Added |
| 1607 Capital Partners, LLC | 371,361 | $1.96M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 321,456 | $1.70M | 0.00% | +10,169+3.3% | Added |
| Wells Fargo & Company | 315,661 | $1.67M | 0.00% | −117,497−27.1% | Reduced |
| Thrivent Financial for Lutherans | 281,251 | $1.49M | 0.00% | +26,562+10.4% | Added |
| Stifel Financial Corp | 270,261 | $1.43M | 0.00% | +18,005+7.1% | Added |
| Fiera Capital Corp | 258,926 | $1.37M | 0.00% | +66,315+34.4% | Added |
| Mackay Shields LLC | 241,565 | $1.27M | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 217,009 | $1.15M | 1.17% | +7,439+3.5% | Added |
| Wela Strategies, Inc. | 205,064 | $1.08M | 0.57% | +5,038+2.5% | Added |
| Envestnet Asset Management Inc | 174,019 | $919.0K | 0.00% | +10,227+6.2% | Added |
| Royal Bank of Canada | 172,856 | $912.0K | 0.00% | −17,918−9.4% | Reduced |
| Park Avenue Securities LLC | 167,821 | $886.0K | 0.02% | +9,729+6.2% | Added |
| Shaker Financial Services, LLC | 166,543 | $879.0K | 0.33% | +61,418+58.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 150,611 | $795.0K | 0.00% | −7,482−4.7% | Reduced |
| Gilman Hill Asset Management, LLC | 145,500 | $768.0K | 0.20% | 00.0% | Unchanged |
| Walleye Capital LLC | 125,511 | $663.0K | 0.02% | −11,519−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 113,818 | $600.0K | 0.00% | −646−0.6% | Reduced |
| Robinson Capital Management, LLC | 108,639 | $573.0K | 0.31% | +22,500+26.1% | Added |
| Sit Investment Associates Inc | 98,471 | $520.0K | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 87,450 | $462.0K | 0.00% | +390.0% | Added |
| Truist Financial Corp | 86,662 | $458.0K | 0.00% | +5,323+6.5% | Added |
| Lazard Asset Management LLC | – | $448.0K | 0.00% | – | New |
| Mercer Global Advisors Inc | 83,636 | $442.0K | 0.00% | +636+0.8% | Added |
| Mid Atlantic Financial Management Inc | 70,800 | $374.0K | 0.03% | +9,700+15.9% | Added |
| Commonwealth Equity Services, LLC | 69,871 | $368.0K | 0.00% | +11,583+19.9% | Added |
| Regal Investment Advisors LLC | 63,722 | $336.0K | 0.03% | +63,722 | New |
| Northwestern Mutual Wealth Management Co | 62,150 | $328.0K | 0.00% | −26,203−29.7% | Reduced |
| LPL Financial LLC | 45,231 | $239.0K | 0.00% | +13,470+42.4% | Added |
| Cresset Asset Management, LLC | 44,174 | $235.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 37,830 | $200.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 35,584 | $188.0K | 0.05% | +35,584 | New |
| D. E. Shaw & Co., Inc. | 35,000 | $185.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 34,529 | $182.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,159 | $180.0K | 0.01% | +34,159 | New |
| Oppenheimer & Co Inc | 32,131 | $169.0K | 0.00% | +90.0% | Added |
| Integrated Capital Management, Inc. | 31,229 | $164.0K | 0.13% | +3,235+11.6% | Added |
| Good Life Advisors, LLC | 30,942 | $163.0K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 30,594 | $162.0K | 0.07% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 29,456 | $156.0K | 0.02% | −299−1.0% | Reduced |
| Uncommon Cents Investing LLC | 27,252 | $144.0K | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 27,152 | $143.0K | 0.00% | +27,152 | New |
| Walleye Trading LLC | 26,923 | $142.0K | 0.00% | −26,253−49.4% | Reduced |
| Cetera Advisor Networks LLC | 22,644 | $120.0K | 0.00% | +5,249+30.2% | Added |
| Capital Wealth Alliance, LLC | 21,967 | $112.0K | 0.07% | +423+2.0% | Added |
| CIBC World Markets Inc. | 20,000 | $106.0K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 20,031 | $106.0K | 0.03% | +100+0.5% | Added |
| Dynamic Advisor Solutions LLC | 19,487 | $103.0K | 0.01% | +229+1.2% | Added |
| Aries Wealth Management | 19,296 | $102.0K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 18,860 | $100.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 18,523 | $98.0K | 0.00% | −11,445−38.2% | Reduced |
| Raymond James Trust N.A. | 17,681 | $93.0K | 0.00% | 00.0% | Unchanged |
| Ramiah Investment Group | 17,294 | $91.3K | 0.07% | +9+0.1% | Added |
| Cetera Investment Advisers | 15,640 | $83.0K | 0.00% | −2,105−11.9% | Reduced |
| Green Square Capital Advisors LLC | 15,230 | $80.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 15,000 | $79.0K | 0.03% | +17+0.1% | Added |
| HighTower Advisors, LLC | 14,108 | $75.0K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 14,172 | $75.0K | 0.01% | +695+5.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,024 | $69.0K | 0.00% | −51−0.4% | Reduced |
| Tortoise Investment Management, LLC | 12,751 | $67.0K | 0.01% | −93,391−88.0% | Reduced |
| Eudaimonia Partners, LLC | 11,600 | $61.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,601 | $56.0K | 0.00% | +77+0.7% | Added |
| Future Financial Wealth Managment LLC | 10,500 | $55.0K | 0.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $53.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 7,500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,847 | $36.0K | 0.00% | +27+0.4% | Added |
| Atlas Private Wealth Advisors | 6,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,789 | $31.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,296 | $29.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,748 | $25.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,875 | $20.0K | 0.00% | −3,995−50.8% | Reduced |
| Proequities, Inc. | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,876 | $15.0K | 0.00% | +5+0.2% | Added |
| Center for Financial Planning, Inc. | 1,500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,280 | $7.00K | 0.00% | +1,280 | New |
| American Portfolios Advisors | 1,260 | $6.65K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 533 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 287 | $2.00K | 0.00% | +5+1.8% | Added |
| Harbour Investments, Inc. | 223 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −145,439−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −57,594−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −56,041−100.0% | Sold out |
| Connecticut Wealth Management, LLC | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −11,901−100.0% | Sold out |