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, Q4 2021
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 31, 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
- 100
- +9 vs. Q3 2021
- Shares held
- 27.2M
- −7.07M (−20.6%) vs. Q3 2021
- Total value
- $141.6M
- −$36.7M (−20.6%) vs. Q3 2021
- New holders
- 21
- 34 more added
- Sold out
- 12
- 21 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cullen/Frost Bankers, Inc. | 5 | $0 | 0.00% | −4,995−99.9% | Reduced |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Carroll Financial Associates, Inc. | 48 | $0 | 0.00% | +48 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 78 | $0 | 0.00% | +78 | New |
| Clearview Wealth Advisors LLC | 143 | $1.00K | 0.00% | −145−50.3% | Reduced |
| Centerpoint Advisors, LLC | 316 | $2.00K | 0.00% | +316 | New |
| Widmann Financial Services, Inc. | 460 | $2.00K | 0.00% | +460 | New |
| US Bancorp | 533 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,260 | $6.55K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 1,280 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2,171 | $11.0K | 0.00% | −1,670−43.5% | Reduced |
| CoreCap Advisors, LLC | 2,188 | $11.0K | 0.00% | +2,188 | New |
| Ahrens Investment Partners LLC | 2,594 | $13.0K | 0.01% | +2,594 | New |
| Proequities, Inc. | 3,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 3,683 | $19.0K | 0.00% | +3,460+1,551.6% | Added |
| FourThought Financial, LLC | 4,748 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,250 | $27.0K | 0.00% | −1,625−23.6% | Reduced |
| Sargent Bickham Lagudis LLC | 5,789 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,952 | $31.0K | 0.02% | +5,952 | New |
| American National Bank | 7,500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,500 | $54.0K | 0.04% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 10,857 | $56.0K | 0.03% | +10,857 | New |
| Steward Partners Investment Advisory, LLC | 11,042 | $57.0K | 0.00% | +7,162+184.6% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 11,200 | $58.0K | 0.01% | +11,200 | New |
| CWA Asset Management Group, LLC | 11,479 | $60.0K | 0.00% | +11,479 | New |
| Avantax Advisory Services, Inc. | 11,827 | $61.0K | 0.00% | +144+1.2% | Added |
| Cetera Advisor Networks LLC | 12,173 | $63.0K | 0.00% | −4,407−26.6% | Reduced |
| Autumn Glory Partners, LLC | 13,178 | $69.0K | 0.03% | +13,178 | New |
| Cambridge Investment Research Advisors, Inc. | 13,493 | $70.0K | 0.00% | +50.0% | Added |
| HighTower Advisors, LLC | 14,108 | $73.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 14,000 | $73.0K | 0.01% | +14,000 | New |
| Green Square Capital Advisors LLC | 14,508 | $75.0K | 0.01% | −722−4.7% | Reduced |
| Reuter James Wealth Management, LLC | 15,466 | $80.0K | 0.03% | +15,466 | New |
| Procyon Private Wealth Partners, LLC | 16,709 | $87.0K | 0.02% | −2,341−12.3% | Reduced |
| Cetera Investment Advisers | 16,717 | $87.0K | 0.00% | +677+4.2% | Added |
| Share Andrew L. | 16,725 | $87.0K | 0.09% | +16,725 | New |
| Quantum Private Wealth, LLC | 17,439 | $90.0K | 0.03% | +17,439 | New |
| Parametric Portfolio Associates LLC | 17,919 | $93.0K | 0.00% | −13,852−43.6% | Reduced |
| Janney Montgomery Scott LLC | 18,373 | $96.0K | 0.00% | +51+0.3% | Added |
| Ramiah Investment Group | 18,555 | $96.5K | 0.07% | +383+2.1% | Added |
| Dynamic Advisor Solutions LLC | 18,729 | $97.0K | 0.01% | −761−3.9% | Reduced |
| Aries Wealth Management | 19,296 | $100.0K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $104.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,750 | $108.0K | 0.00% | +1,890+10.0% | Added |
| Capital Wealth Alliance, LLC | 22,596 | $117.0K | 0.07% | +320+1.4% | Added |
| Uncommon Cents Investing LLC | 27,252 | $142.0K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 30,000 | $156.0K | 0.00% | +30,000 | New |
| Good Life Advisors, LLC | 30,942 | $161.0K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 31,530 | $164.0K | 0.00% | −610−1.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 34,158 | $178.0K | 0.02% | +10.0% | Added |
| Commerce Bank | 34,529 | $180.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,777 | $180.0K | 0.01% | +468+1.4% | Added |
| D. E. Shaw & Co., Inc. | 35,000 | $182.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 37,767 | $196.0K | 0.02% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 37,702 | $196.0K | 0.15% | +2,570+7.3% | Added |
| Walleye Capital LLC | 49,904 | $260.0K | 0.01% | −56,232−53.0% | Reduced |
| BlackRock Inc. | 60,000 | $312.0K | 0.00% | +60,000 | New |
| Northwestern Mutual Wealth Management Co | 61,673 | $320.0K | 0.00% | +100.0% | Added |
| LPL Financial LLC | 64,051 | $333.0K | 0.00% | +11,243+21.3% | Added |
| GWM Advisors LLC | 64,191 | $334.0K | 0.01% | +64,191 | New |
| Commonwealth Equity Services, LLC | 65,861 | $342.0K | 0.00% | −1,351−2.0% | Reduced |
| Lazard Asset Management LLC | – | $351.0K | 0.00% | – | – |
| Avidian Wealth Solutions, LLC | 67,949 | $353.0K | 0.02% | +67,949 | New |
| Triad Investment Management | 69,983 | $364.0K | 0.33% | +69,983 | New |
| Regal Investment Advisors LLC | 79,143 | $412.0K | 0.04% | −2,333−2.9% | Reduced |
| Mercer Global Advisors Inc | 83,444 | $434.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 86,662 | $450.0K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 108,339 | $562.0K | 0.35% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 114,302 | $594.0K | 0.00% | +2,422+2.2% | Added |
| Raymond James & Associates | 129,742 | $675.0K | 0.00% | +7,363+6.0% | Added |
| Pin Oak Investment Advisors Inc | 140,241 | $729.0K | 0.74% | −65,957−32.0% | Reduced |
| Gilman Hill Asset Management, LLC | 145,500 | $757.0K | 0.17% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 154,038 | $801.0K | 0.00% | +1,904+1.3% | Added |
| Wela Strategies, Inc. | 167,126 | $869.0K | 0.43% | +1,306+0.8% | Added |
| Royal Bank of Canada | 179,435 | $933.0K | 0.00% | +3,051+1.7% | Added |
| Shaker Financial Services, LLC | 189,706 | $986.0K | 0.35% | −9,866−4.9% | Reduced |
| Park Avenue Securities LLC | 201,543 | $1.05M | 0.02% | +19,497+10.7% | Added |
| Envestnet Asset Management Inc | 218,290 | $1.14M | 0.00% | +26,984+14.1% | Added |
| Stifel Financial Corp | 264,425 | $1.38M | 0.00% | +80.0% | Added |
| Fiera Capital Corp | 266,380 | $1.39M | 0.00% | +7,454+2.9% | Added |
| First Trust Advisors LP | 311,460 | $1.62M | 0.00% | +1,418+0.5% | Added |
| 1607 Capital Partners, LLC | 359,861 | $1.87M | 0.10% | −7,500−2.0% | Reduced |
| Thrivent Financial for Lutherans | 415,835 | $2.16M | 0.00% | +49,153+13.4% | Added |
| RFG Advisory, LLC | 439,278 | $2.28M | 0.16% | −16,340−3.6% | Reduced |
| Sit Investment Associates Inc | 508,789 | $2.65M | 0.06% | +295,161+138.2% | Added |
| Chicago Partners Investment Group LLC | 573,804 | $2.65M | 0.19% | +114,692+25.0% | Added |
| Wells Fargo & Company | 552,771 | $2.88M | 0.00% | +237,156+75.1% | Added |
| Eaton Vance Management | 768,744 | $4.00M | 0.00% | 00.0% | Unchanged |
| Fca Corp | 898,979 | $4.67M | 1.59% | −78,653−8.0% | Reduced |
| Guggenheim Capital LLC | 942,306 | $4.90M | 0.03% | +443,026+88.7% | Added |
| Bank of America Corp | 1,070,917 | $5.57M | 0.00% | −10,361−1.0% | Reduced |
| UBS Group AG | 1,521,080 | $7.91M | 0.00% | −21,706−1.4% | Reduced |
| Invesco Ltd. | 1,536,223 | $7.99M | 0.00% | +37,739+2.5% | Added |
| Capital Investment Advisors, LLC | 1,821,650 | $9.47M | 0.29% | +104,170+6.1% | Added |
| Penserra Capital Management LLC | 1,840,851 | $9.57M | 0.20% | +25,527+1.4% | Added |
| Evergreen Capital Management LLC | 1,868,187 | $9.71M | 0.39% | +26,853+1.5% | Added |
| Rivernorth Capital Management, LLC | 3,182,702 | $16.6M | 0.67% | −609,933−16.1% | Reduced |
| Morgan Stanley | 4,814,239 | $25.0M | 0.00% | +94,026+2.0% | Added |