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, Q1 2022
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2022. 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
- 96
- −2 vs. Q4 2021
- Shares held
- 28.7M
- +1.48M (+5.4%) vs. Q4 2021
- Total value
- $128.1M
- −$13.5M (−9.5%) vs. Q4 2021
- New holders
- 13
- 33 more added
- Sold out
- 15
- 21 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,712,608 | $21.1M | 0.00% | −101,631−2.1% | Reduced |
| Rivernorth Capital Management, LLC | 3,784,431 | $16.9M | 0.64% | +601,729+18.9% | Added |
| Capital Investment Advisors, LLC | 2,061,331 | $9.21M | 0.28% | +239,681+13.2% | Added |
| Guggenheim Capital LLC | 1,863,438 | $8.33M | 0.05% | +921,132+97.8% | Added |
| Evergreen Capital Management LLC | 1,824,945 | $8.16M | 0.33% | −43,242−2.3% | Reduced |
| Invesco Ltd. | 1,479,807 | $6.62M | 0.00% | −56,416−3.7% | Reduced |
| UBS Group AG | 1,420,226 | $6.35M | 0.00% | −100,854−6.6% | Reduced |
| Bank of America Corp | 1,142,409 | $5.11M | 0.00% | +71,492+6.7% | Added |
| Fca Corp | 904,945 | $4.04M | 1.41% | +5,966+0.7% | Added |
| Eaton Vance Management | 768,744 | $3.44M | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 732,787 | $3.28M | 0.00% | +180,016+32.6% | Added |
| Sit Investment Associates Inc | 694,905 | $3.11M | 0.08% | +186,116+36.6% | Added |
| 1607 Capital Partners, LLC | 526,458 | $2.35M | 0.14% | +166,597+46.3% | Added |
| Chicago Partners Investment Group LLC | 568,356 | $2.32M | 0.18% | −5,448−0.9% | Reduced |
| RFG Advisory, LLC | 447,538 | $2.00M | 0.13% | +8,260+1.9% | Added |
| Shaker Financial Services, LLC | 444,753 | $1.99M | 0.75% | +255,047+134.4% | Added |
| Thrivent Financial for Lutherans | 441,234 | $1.97M | 0.00% | +25,399+6.1% | Added |
| Fiera Capital Corp | 353,895 | $1.58M | 0.00% | +87,515+32.9% | Added |
| Parametric Portfolio Associates LLC | 350,324 | $1.57M | 0.00% | +332,405+1,855.0% | Added |
| First Trust Advisors LP | 313,262 | $1.40M | 0.00% | +1,802+0.6% | Added |
| Stifel Financial Corp | 248,466 | $1.11M | 0.00% | −15,959−6.0% | Reduced |
| Envestnet Asset Management Inc | 246,170 | $1.10M | 0.00% | +27,880+12.8% | Added |
| Park Avenue Securities LLC | 222,889 | $996.0K | 0.02% | +21,346+10.6% | Added |
| Wela Strategies, Inc. | 220,296 | $985.0K | 0.51% | +53,170+31.8% | Added |
| Robinson Capital Management, LLC | 198,818 | $903.0K | 0.62% | +90,479+83.5% | Added |
| Wolverine Asset Management LLC | 183,335 | $819.0K | 0.01% | +183,335 | New |
| Raymond James Financial Services Advisors, Inc. | 158,865 | $710.0K | 0.00% | +4,827+3.1% | Added |
| Saba Capital Management, L.P. | 150,000 | $671.0K | 0.01% | +150,000 | New |
| Gilman Hill Asset Management, LLC | 140,500 | $628.0K | 0.14% | −5,000−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 140,241 | $627.0K | 0.67% | 00.0% | Unchanged |
| Raymond James & Associates | 136,282 | $609.0K | 0.00% | +6,540+5.0% | Added |
| Advisor Group Holdings, Inc. | 111,407 | $498.0K | 0.00% | −2,895−2.5% | Reduced |
| Royal Bank of Canada | 98,717 | $441.0K | 0.00% | −80,718−45.0% | Reduced |
| Mercer Global Advisors Inc | 83,444 | $373.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 82,159 | $367.0K | 0.00% | −4,503−5.2% | Reduced |
| Regal Investment Advisors LLC | 80,162 | $358.0K | 0.03% | +1,019+1.3% | Added |
| Triad Investment Management | 75,504 | $338.0K | 0.32% | +5,521+7.9% | Added |
| GWM Advisors LLC | 74,291 | $333.0K | 0.01% | +10,100+15.7% | Added |
| Centaurus Financial, Inc. | 72,584 | $324.0K | 0.03% | +72,584 | New |
| Landscape Capital Management, L.L.C. | 71,477 | $320.0K | 0.04% | +71,477 | New |
| LPL Financial LLC | 61,021 | $273.0K | 0.00% | −3,030−4.7% | Reduced |
| Avidian Wealth Solutions, LLC | 54,081 | $242.0K | 0.02% | −13,868−20.4% | Reduced |
| HRT Financial LP | 54,028 | $241.0K | 0.00% | +54,028 | New |
| Northwestern Mutual Wealth Management Co | 53,057 | $237.0K | 0.00% | −8,616−14.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 52,237 | $233.0K | 0.00% | +38,744+287.1% | Added |
| Tortoise Investment Management, LLC | 51,893 | $232.0K | 0.04% | +49,722+2,290.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 46,361 | $207.0K | 0.02% | +8,594+22.8% | Added |
| Integrated Capital Management, Inc. | 37,228 | $166.0K | 0.14% | −474−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 35,000 | $156.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 34,777 | $155.0K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,087 | $152.0K | 0.02% | −71−0.2% | Reduced |
| Oppenheimer & Co Inc | 31,527 | $141.0K | 0.00% | −30.0% | Reduced |
| Good Life Advisors, LLC | 30,942 | $138.0K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,252 | $122.0K | 0.04% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 24,801 | $111.0K | 0.00% | +24,801 | New |
| Almitas Capital LLC | 24,924 | $111.0K | 0.07% | +24,924 | New |
| Capital Wealth Alliance, LLC | 22,833 | $102.0K | 0.06% | +237+1.0% | Added |
| Magnolia Capital Advisors LLC | 21,907 | $98.0K | 0.04% | +21,907 | New |
| Wedbush Securities Inc | 20,750 | $93.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $89.0K | 0.00% | 00.0% | Unchanged |
| Ramiah Investment Group | 19,287 | $86.2K | 0.06% | +732+3.9% | Added |
| Commonwealth Equity Services, LLC | 18,292 | $81.0K | 0.00% | −47,569−72.2% | Reduced |
| Quantum Private Wealth, LLC | 17,439 | $77.0K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 16,767 | $75.0K | 0.01% | −1,962−10.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 16,799 | $75.0K | 0.02% | +90+0.5% | Added |
| Cetera Investment Advisers | 16,619 | $74.0K | 0.00% | −98−0.6% | Reduced |
| Janney Montgomery Scott LLC | 16,436 | $73.0K | 0.00% | −1,937−10.5% | Reduced |
| Cetera Advisor Networks LLC | 15,813 | $71.0K | 0.00% | +3,640+29.9% | Added |
| Reuter James Wealth Management, LLC | 15,466 | $69.0K | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $65.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 14,245 | $64.0K | 0.00% | +14,245 | New |
| Sawtooth Solutions, LLC | 14,252 | $64.0K | 0.01% | +14,252 | New |
| HighTower Advisors, LLC | 14,108 | $63.0K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 14,000 | $63.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,931 | $54.0K | 0.00% | +104+0.9% | Added |
| CWA Asset Management Group, LLC | 11,626 | $52.0K | 0.00% | +147+1.3% | Added |
| Eudaimonia Partners, LLC | 11,600 | $52.0K | 0.01% | +11,600 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 11,200 | $50.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,046 | $49.0K | 0.00% | +40.0% | Added |
| Future Financial Wealth Managment LLC | 10,500 | $47.0K | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7,500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 5,952 | $27.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,789 | $26.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,250 | $23.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4,748 | $21.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $11.0K | 0.00% | +2,500 | New |
| Financial Enhancement Group LLC | 1,280 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,242 | $6.00K | 0.00% | +1,242 | New |
| American Portfolios Advisors | 1,260 | $5.63K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 594 | $3.00K | 0.00% | −2,000−77.1% | Reduced |
| US Bancorp | 533 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 143 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 78 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | – | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,840,851−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −49,904−100.0% | Sold out |