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