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, Q3 2021
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Sep 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
- 93
- −2 vs. Q2 2021
- Shares held
- 34.4M
- −1.64M (−4.6%) vs. Q2 2021
- Total value
- $178.7M
- −$11.9M (−6.2%) vs. Q2 2021
- New holders
- 5
- 32 more added
- Sold out
- 7
- 27 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 7,272,284 | $37.7M | 3.21% | −756,905−9.4% | Reduced |
| Morgan Stanley | 4,720,213 | $24.5M | 0.00% | +344,999+7.9% | Added |
| Rivernorth Capital Management, LLC | 3,792,635 | $19.7M | 1.04% | −700,391−15.6% | Reduced |
| Evergreen Capital Management LLC | 1,841,334 | $9.56M | 0.43% | +34,947+1.9% | Added |
| Penserra Capital Management LLC | 1,815,324 | $9.42M | 0.20% | −646,790−26.3% | Reduced |
| Capital Investment Advisors, LLC | 1,717,480 | $8.91M | 0.30% | +57,239+3.4% | Added |
| UBS Group AG | 1,542,786 | $8.01M | 0.00% | −81,924−5.0% | Reduced |
| Invesco Ltd. | 1,498,484 | $7.78M | 0.00% | +67,579+4.7% | Added |
| Bank of America Corp | 1,081,278 | $5.61M | 0.00% | −20,229−1.8% | Reduced |
| Fca Corp | 977,632 | $5.07M | 1.53% | −16,165−1.6% | Reduced |
| Eaton Vance Management | 768,744 | $3.99M | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 499,280 | $2.59M | 0.02% | +5,003+1.0% | Added |
| Chicago Partners Investment Group LLC | 459,112 | $2.41M | 0.17% | −16,579−3.5% | Reduced |
| RFG Advisory, LLC | 455,618 | $2.37M | 0.19% | +11,308+2.5% | Added |
| Citadel Advisors LLC | 377,447 | $1.96M | 0.00% | +377,447 | New |
| 1607 Capital Partners, LLC | 367,361 | $1.91M | 0.10% | −4,000−1.1% | Reduced |
| Thrivent Financial for Lutherans | 366,682 | $1.90M | 0.00% | +85,431+30.4% | Added |
| Wells Fargo & Company | 315,615 | $1.64M | 0.00% | −460.0% | Reduced |
| First Trust Advisors LP | 310,042 | $1.61M | 0.00% | −11,414−3.6% | Reduced |
| Stifel Financial Corp | 264,417 | $1.37M | 0.00% | −5,844−2.2% | Reduced |
| Fiera Capital Corp | 258,926 | $1.34M | 0.00% | 00.0% | Unchanged |
| Mackay Shields LLC | 241,565 | $1.25M | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 213,628 | $1.11M | 0.03% | +115,157+116.9% | Added |
| Pin Oak Investment Advisors Inc | 206,198 | $1.07M | 1.18% | −10,811−5.0% | Reduced |
| Shaker Financial Services, LLC | 199,572 | $1.04M | 0.41% | +33,029+19.8% | Added |
| Envestnet Asset Management Inc | 191,306 | $993.0K | 0.00% | +17,287+9.9% | Added |
| Park Avenue Securities LLC | 182,046 | $945.0K | 0.02% | +14,225+8.5% | Added |
| Royal Bank of Canada | 176,384 | $915.0K | 0.00% | +3,528+2.0% | Added |
| Wela Strategies, Inc. | 165,820 | $861.0K | 0.45% | −39,244−19.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 152,134 | $790.0K | 0.00% | +1,523+1.0% | Added |
| Gilman Hill Asset Management, LLC | 145,500 | $755.0K | 0.19% | 00.0% | Unchanged |
| Raymond James & Associates | 122,379 | $635.0K | 0.00% | +34,929+39.9% | Added |
| Advisor Group Holdings, Inc. | 111,880 | $581.0K | 0.00% | −1,938−1.7% | Reduced |
| Robinson Capital Management, LLC | 108,339 | $562.0K | 0.50% | −300−0.3% | Reduced |
| Walleye Capital LLC | 106,136 | $551.0K | 0.02% | −19,375−15.4% | Reduced |
| Truist Financial Corp | 86,662 | $449.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 83,444 | $433.0K | 0.00% | −192−0.2% | Reduced |
| Regal Investment Advisors LLC | 81,476 | $423.0K | 0.04% | +17,754+27.9% | Added |
| Commonwealth Equity Services, LLC | 67,212 | $348.0K | 0.00% | −2,659−3.8% | Reduced |
| Cresset Asset Management, LLC | 64,174 | $335.0K | 0.00% | +20,000+45.3% | Added |
| Mid Atlantic Financial Management Inc | 62,100 | $322.0K | 0.02% | −8,700−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 61,663 | $320.0K | 0.00% | −487−0.8% | Reduced |
| LPL Financial LLC | 52,808 | $274.0K | 0.00% | +7,577+16.8% | Added |
| Lazard Asset Management LLC | – | $259.0K | 0.00% | – | – |
| Sheaff Brock Investment Advisors, LLC | 37,767 | $196.0K | 0.02% | −63−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 35,000 | $182.0K | 0.00% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 35,132 | $182.0K | 0.15% | +3,903+12.5% | Added |
| FNY Investment Advisers, LLC | 35,000 | $181.0K | 0.08% | +20,000+133.3% | Added |
| Commerce Bank | 34,529 | $179.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,309 | $178.0K | 0.01% | +150+0.4% | Added |
| Pekin Hardy Strauss, Inc. | 34,157 | $177.0K | 0.03% | +4,701+16.0% | Added |
| Millennium Management LLC | 33,449 | $174.0K | 0.00% | +33,449 | New |
| Oppenheimer & Co Inc | 32,140 | $167.0K | 0.00% | +90.0% | Added |
| Parametric Portfolio Associates LLC | 31,771 | $165.0K | 0.00% | −504,976−94.1% | Reduced |
| Good Life Advisors, LLC | 30,942 | $161.0K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,252 | $141.0K | 0.06% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 22,276 | $116.0K | 0.07% | +309+1.4% | Added |
| CIBC World Markets Inc. | 20,000 | $104.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 19,598 | $102.0K | 0.02% | −15,986−44.9% | Reduced |
| Dynamic Advisor Solutions LLC | 19,490 | $101.0K | 0.01% | +30.0% | Added |
| Aries Wealth Management | 19,296 | $100.0K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 19,050 | $99.0K | 0.03% | −981−4.9% | Reduced |
| Wedbush Securities Inc | 18,860 | $98.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,808 | $98.0K | 0.00% | +18,808 | New |
| Janney Montgomery Scott LLC | 18,322 | $95.0K | 0.00% | −201−1.1% | Reduced |
| Ramiah Investment Group | 18,172 | $94.3K | 0.07% | +878+5.1% | Added |
| Cetera Advisor Networks LLC | 16,580 | $86.0K | 0.00% | −6,064−26.8% | Reduced |
| Cetera Investment Advisers | 16,040 | $83.0K | 0.00% | +400+2.6% | Added |
| HRT Financial LP | 15,743 | $81.0K | 0.00% | +15,743 | New |
| Green Square Capital Advisors LLC | 15,230 | $79.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 14,108 | $73.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,488 | $70.0K | 0.00% | +464+3.6% | Added |
| Eudaimonia Partners, LLC | 11,600 | $60.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,683 | $60.0K | 0.00% | +1,082+10.2% | Added |
| Future Financial Wealth Managment LLC | 10,500 | $55.0K | 0.06% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 7,500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 7,203 | $37.0K | 0.00% | +4,327+150.5% | Added |
| Rockefeller Capital Management L.P. | 6,875 | $35.0K | 0.00% | +28+0.4% | Added |
| Atlas Private Wealth Advisors | 6,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,789 | $30.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 5,296 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,000 | $26.0K | 0.00% | +5,000 | New |
| FourThought Financial, LLC | 4,748 | $24.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3,841 | $20.0K | 0.00% | −8,910−69.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,880 | $20.0K | 0.00% | +5+0.1% | Added |
| Proequities, Inc. | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,280 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,260 | $6.54K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 533 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 288 | $1.00K | 0.00% | +1+0.3% | Added |
| Harbour Investments, Inc. | 223 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −30,594−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −27,152−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −26,923−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −17,681−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −14,172−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |