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 2022
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 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
- 108
- +12 vs. Q3 2022
- Shares held
- 38.4M
- +1.07M (+2.9%) vs. Q3 2022
- Total value
- $152.1M
- +$14.5M (+10.5%) vs. Q3 2022
- New holders
- 20
- 39 more added
- Sold out
- 8
- 25 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 8,114,034 | $32.1M | 3.76% | +78,339+1.0% | Added |
| Morgan Stanley | 5,236,285 | $20.7M | 0.00% | +750,319+16.7% | Added |
| Rivernorth Capital Management, LLC | 4,965,420 | $19.6M | 0.88% | +950,859+23.7% | Added |
| Capital Investment Advisors, LLC | 2,539,688 | $10.0M | 0.30% | +191,412+8.2% | Added |
| Invesco Ltd. | 1,489,419 | $5.88M | 0.00% | +11,919+0.8% | Added |
| 1607 Capital Partners, LLC | 1,460,520 | $5.77M | 0.40% | +311,913+27.2% | Added |
| Guggenheim Capital LLC | 1,347,390 | $5.32M | 0.05% | −532,082−28.3% | Reduced |
| UBS Group AG | 1,112,085 | $4.39M | 0.00% | −146,573−11.6% | Reduced |
| Evergreen Capital Management LLC | 920,819 | $3.64M | 0.17% | −807,091−46.7% | Reduced |
| Fca Corp | 920,771 | $3.64M | 1.46% | +9,779+1.1% | Added |
| Sit Investment Associates Inc | 795,290 | $3.14M | 0.09% | −163,185−17.0% | Reduced |
| Wells Fargo & Company | 742,269 | $2.93M | 0.00% | −97,607−11.6% | Reduced |
| Bank of America Corp | 732,400 | $2.89M | 0.00% | −107,064−12.8% | Reduced |
| Chicago Partners Investment Group LLC | 583,142 | $2.41M | 0.15% | −509−0.1% | Reduced |
| RFG Advisory, LLC | 525,906 | $2.18M | 0.11% | +274,370+109.1% | Added |
| Thrivent Financial for Lutherans | 479,334 | $1.89M | 0.00% | −12,500−2.5% | Reduced |
| Fiera Capital Corp | 461,677 | $1.82M | 0.01% | +24,874+5.7% | Added |
| Shaker Financial Services, LLC | 417,364 | $1.65M | 0.77% | +69,655+20.0% | Added |
| Tortoise Investment Management, LLC | 376,275 | $1.49M | 0.26% | +96,490+34.5% | Added |
| City of London Investment Management Co Ltd | 362,678 | $1.44M | 0.12% | +106,505+41.6% | Added |
| Royal Bank of Canada | 363,757 | $1.44M | 0.00% | −5,494−1.5% | Reduced |
| Envestnet Asset Management Inc | 291,043 | $1.15M | 0.00% | +12,582+4.5% | Added |
| First Trust Advisors LP | 290,939 | $1.15M | 0.00% | −5,586−1.9% | Reduced |
| Stifel Financial Corp | 250,855 | $990.9K | 0.00% | +4,861+2.0% | Added |
| Wela Strategies, Inc. | 248,182 | $980.0K | 0.55% | +14,107+6.0% | Added |
| Park Avenue Securities LLC | 241,290 | $953.0K | 0.02% | +5,641+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 232,864 | $920.0K | 0.06% | −1,958−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 204,580 | $808.1K | 0.33% | +204,580 | New |
| Logan Stone Capital, LLC | 176,739 | $698.1K | 0.26% | +143,153+426.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,892 | $679.0K | 0.00% | +8,190+5.0% | Added |
| Raymond James & Associates | 166,418 | $657.4K | 0.00% | +27,024+19.4% | Added |
| Pin Oak Investment Advisors Inc | 139,961 | $553.0K | 0.68% | −2,120−1.5% | Reduced |
| Centaurus Financial, Inc. | 138,512 | $547.0K | 0.05% | +40.0% | Added |
| Robinson Capital Management, LLC | 108,713 | $431.8K | 0.22% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 98,874 | $390.6K | 0.04% | +3,050+3.2% | Added |
| Allspring Global Investments Holdings, LLC | 95,968 | $379.1K | 0.00% | +95,968 | New |
| Gilman Hill Asset Management, LLC | 87,000 | $343.6K | 0.07% | −32,500−27.2% | Reduced |
| GWM Advisors LLC | 79,109 | $309.3K | 0.01% | +118+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 76,949 | $304.0K | 0.00% | −500−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 73,515 | $290.0K | 0.00% | +2,587+3.6% | Added |
| Truist Financial Corp | 73,359 | $289.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 69,230 | $273.5K | 0.00% | +12,971+23.1% | Added |
| Walleye Capital LLC | 65,174 | $257.4K | 0.01% | +65,174 | New |
| Triad Investment Management | 54,961 | $217.1K | 0.34% | +55+0.1% | Added |
| Lazard Asset Management LLC | – | $197.0K | 0.00% | – | New |
| Susquehanna International Group, LLP | 47,372 | $187.1K | 0.00% | +14,347+43.4% | Added |
| Commonwealth Equity Services, LLC | 47,228 | $186.0K | 0.00% | +8,092+20.7% | Added |
| Chapin Davis, Inc. | 40,925 | $161.7K | 0.09% | +40,925 | New |
| Cetera Advisor Networks LLC | 39,751 | $157.0K | 0.00% | +18,514+87.2% | Added |
| Integrated Capital Management, Inc. | 38,927 | $153.8K | 0.14% | −2,072−5.1% | Reduced |
| Landscape Capital Management, L.L.C. | 38,036 | $150.2K | 0.02% | −27,800−42.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 35,832 | $141.5K | 0.01% | +1,457+4.2% | Added |
| D. E. Shaw & Co., Inc. | 35,000 | $138.3K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,087 | $134.6K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 33,100 | $130.7K | 0.10% | +33,100 | New |
| Oppenheimer & Co Inc | 32,100 | $126.8K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,941 | $122.2K | 0.02% | −10.0% | Reduced |
| Virtu Financial LLC | 29,209 | $115.0K | 0.02% | +29,209 | New |
| Uncommon Cents Investing LLC | 27,502 | $108.6K | 0.04% | +250+0.9% | Added |
| Venture Visionary Partners LLC | 27,183 | $107.4K | 0.01% | −2,770−9.2% | Reduced |
| Cantor Fitzgerald, L. P. | 25,677 | $101.0K | 0.00% | −13,427−34.3% | Reduced |
| US Bancorp | 25,533 | $100.9K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 25,384 | $100.3K | 0.01% | −18,160−41.7% | Reduced |
| Cetera Investment Advisers | 21,853 | $86.3K | 0.00% | +4,968+29.4% | Added |
| Wedbush Securities Inc | 20,543 | $81.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Aries Wealth Management | 19,296 | $76.2K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 18,454 | $72.9K | 0.06% | +441+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 17,770 | $70.2K | 0.01% | +405+2.3% | Added |
| Quantum Private Wealth, LLC | 17,439 | $68.9K | 0.04% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $61.1K | 0.04% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $57.3K | 0.01% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 14,252 | $56.3K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 14,031 | $55.4K | 0.02% | +14,031 | New |
| Weiss Asset Management LP | 13,830 | $54.6K | 0.00% | +13,830 | New |
| Dynamic Advisor Solutions LLC | 13,472 | $53.2K | 0.00% | +217+1.6% | Added |
| HighTower Advisors, LLC | 13,066 | $52.0K | 0.00% | −1,042−7.4% | Reduced |
| D.A. Davidson & Co. | 12,994 | $51.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 12,880 | $51.0K | 0.00% | +507+4.1% | Added |
| CWA Asset Management Group, LLC | 12,515 | $49.4K | 0.00% | +380+3.1% | Added |
| Hyperion Partners, LLC | 12,000 | $47.4K | 0.05% | +12,000 | New |
| Eudaimonia Partners, LLC | 11,600 | $45.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,448 | $45.2K | 0.00% | +241+2.2% | Added |
| Meridian Wealth Management, LLC | 11,200 | $44.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,071 | $43.7K | 0.00% | +11+0.1% | Added |
| National Asset Management, Inc. | 10,509 | $41.5K | 0.00% | +10,509 | New |
| Future Financial Wealth Managment LLC | 10,500 | $41.5K | 0.05% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $39.5K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 6,750 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,239 | $24.6K | 0.00% | +6,239 | New |
| Sargent Bickham Lagudis LLC | 5,789 | $22.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,650 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.88K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,315 | $9.14K | 0.00% | +2,315 | New |
| American National Bank | 2,250 | $9.00K | 0.00% | −5,250−70.0% | Reduced |
| CoreCap Advisors, LLC | 2,188 | $8.64K | 0.00% | +2,188 | New |
| TFC Financial Management | 1,692 | $6.68K | 0.00% | −3,308−66.2% | Reduced |
| JPMorgan Chase & Co | 1,412 | $6.00K | 0.00% | +1,412 | New |
| McIlrath & Eck, LLC | 1,447 | $5.72K | 0.00% | +1,447 | New |