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 |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4 | 0.00% | – | New |
| Clearview Wealth Advisors LLC | 47 | $190 | 0.00% | −96−67.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 400 | $1.58K | 0.00% | +400 | New |
| Northwestern Mutual Wealth Management Co | 444 | $1.75K | 0.00% | −35,212−98.8% | Reduced |
| Harbour Investments, Inc. | 545 | $2.15K | 0.00% | +28+5.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,000 | $3.95K | 0.00% | +1,000 | New |
| CWM, LLC | 1,232 | $5.00K | 0.00% | +1,232 | New |
| McIlrath & Eck, LLC | 1,447 | $5.72K | 0.00% | +1,447 | New |
| JPMorgan Chase & Co | 1,412 | $6.00K | 0.00% | +1,412 | New |
| TFC Financial Management | 1,692 | $6.68K | 0.00% | −3,308−66.2% | Reduced |
| CoreCap Advisors, LLC | 2,188 | $8.64K | 0.00% | +2,188 | New |
| American National Bank | 2,250 | $9.00K | 0.00% | −5,250−70.0% | Reduced |
| Farmers & Merchants Investments Inc | 2,315 | $9.14K | 0.00% | +2,315 | New |
| AdvisorNet Financial, Inc | 2,500 | $9.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,650 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,000 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 5,789 | $22.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,239 | $24.6K | 0.00% | +6,239 | New |
| Rockefeller Capital Management L.P. | 6,750 | $26.0K | 0.00% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $39.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,500 | $41.5K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,509 | $41.5K | 0.00% | +10,509 | New |
| Steward Partners Investment Advisory, LLC | 11,071 | $43.7K | 0.00% | +11+0.1% | Added |
| Meridian Wealth Management, LLC | 11,200 | $44.2K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,448 | $45.2K | 0.00% | +241+2.2% | Added |
| Eudaimonia Partners, LLC | 11,600 | $45.8K | 0.01% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 12,000 | $47.4K | 0.05% | +12,000 | New |
| CWA Asset Management Group, LLC | 12,515 | $49.4K | 0.00% | +380+3.1% | Added |
| MML Investors Services, LLC | 12,880 | $51.0K | 0.00% | +507+4.1% | Added |
| D.A. Davidson & Co. | 12,994 | $51.3K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,066 | $52.0K | 0.00% | −1,042−7.4% | Reduced |
| Dynamic Advisor Solutions LLC | 13,472 | $53.2K | 0.00% | +217+1.6% | Added |
| Weiss Asset Management LP | 13,830 | $54.6K | 0.00% | +13,830 | New |
| Elequin Capital LP | 14,031 | $55.4K | 0.02% | +14,031 | New |
| Sawtooth Solutions, LLC | 14,252 | $56.3K | 0.01% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $57.3K | 0.01% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $61.1K | 0.04% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 17,439 | $68.9K | 0.04% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 17,770 | $70.2K | 0.01% | +405+2.3% | Added |
| Capital Wealth Alliance, LLC | 18,454 | $72.9K | 0.06% | +441+2.4% | Added |
| Aries Wealth Management | 19,296 | $76.2K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,543 | $81.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,853 | $86.3K | 0.00% | +4,968+29.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 25,384 | $100.3K | 0.01% | −18,160−41.7% | Reduced |
| US Bancorp | 25,533 | $100.9K | 0.00% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 25,677 | $101.0K | 0.00% | −13,427−34.3% | Reduced |
| Venture Visionary Partners LLC | 27,183 | $107.4K | 0.01% | −2,770−9.2% | Reduced |
| Uncommon Cents Investing LLC | 27,502 | $108.6K | 0.04% | +250+0.9% | Added |
| Virtu Financial LLC | 29,209 | $115.0K | 0.02% | +29,209 | New |
| Good Life Advisors, LLC | 30,941 | $122.2K | 0.02% | −10.0% | Reduced |
| Oppenheimer & Co Inc | 32,100 | $126.8K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 33,100 | $130.7K | 0.10% | +33,100 | New |
| Pekin Hardy Strauss, Inc. | 34,087 | $134.6K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 35,000 | $138.3K | 0.00% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 35,832 | $141.5K | 0.01% | +1,457+4.2% | Added |
| Landscape Capital Management, L.L.C. | 38,036 | $150.2K | 0.02% | −27,800−42.2% | Reduced |
| Integrated Capital Management, Inc. | 38,927 | $153.8K | 0.14% | −2,072−5.1% | Reduced |
| Cetera Advisor Networks LLC | 39,751 | $157.0K | 0.00% | +18,514+87.2% | Added |
| Chapin Davis, Inc. | 40,925 | $161.7K | 0.09% | +40,925 | New |
| Commonwealth Equity Services, LLC | 47,228 | $186.0K | 0.00% | +8,092+20.7% | Added |
| Susquehanna International Group, LLP | 47,372 | $187.1K | 0.00% | +14,347+43.4% | Added |
| Lazard Asset Management LLC | – | $197.0K | 0.00% | – | New |
| Triad Investment Management | 54,961 | $217.1K | 0.34% | +55+0.1% | Added |
| Walleye Capital LLC | 65,174 | $257.4K | 0.01% | +65,174 | New |
| LPL Financial LLC | 69,230 | $273.5K | 0.00% | +12,971+23.1% | Added |
| Truist Financial Corp | 73,359 | $289.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 73,515 | $290.0K | 0.00% | +2,587+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 76,949 | $304.0K | 0.00% | −500−0.6% | Reduced |
| GWM Advisors LLC | 79,109 | $309.3K | 0.01% | +118+0.1% | Added |
| Gilman Hill Asset Management, LLC | 87,000 | $343.6K | 0.07% | −32,500−27.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 95,968 | $379.1K | 0.00% | +95,968 | New |
| Regal Investment Advisors LLC | 98,874 | $390.6K | 0.04% | +3,050+3.2% | Added |
| Robinson Capital Management, LLC | 108,713 | $431.8K | 0.22% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 138,512 | $547.0K | 0.05% | +40.0% | Added |
| Pin Oak Investment Advisors Inc | 139,961 | $553.0K | 0.68% | −2,120−1.5% | Reduced |
| Raymond James & Associates | 166,418 | $657.4K | 0.00% | +27,024+19.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 171,892 | $679.0K | 0.00% | +8,190+5.0% | Added |
| Logan Stone Capital, LLC | 176,739 | $698.1K | 0.26% | +143,153+426.2% | Added |
| Pathway Financial Advisers, LLC | 204,580 | $808.1K | 0.33% | +204,580 | New |
| Hennion & Walsh Asset Management, Inc. | 232,864 | $920.0K | 0.06% | −1,958−0.8% | Reduced |
| Park Avenue Securities LLC | 241,290 | $953.0K | 0.02% | +5,641+2.4% | Added |
| Wela Strategies, Inc. | 248,182 | $980.0K | 0.55% | +14,107+6.0% | Added |
| Stifel Financial Corp | 250,855 | $990.9K | 0.00% | +4,861+2.0% | Added |
| First Trust Advisors LP | 290,939 | $1.15M | 0.00% | −5,586−1.9% | Reduced |
| Envestnet Asset Management Inc | 291,043 | $1.15M | 0.00% | +12,582+4.5% | Added |
| Royal Bank of Canada | 363,757 | $1.44M | 0.00% | −5,494−1.5% | Reduced |
| City of London Investment Management Co Ltd | 362,678 | $1.44M | 0.12% | +106,505+41.6% | Added |
| Tortoise Investment Management, LLC | 376,275 | $1.49M | 0.26% | +96,490+34.5% | Added |
| Shaker Financial Services, LLC | 417,364 | $1.65M | 0.77% | +69,655+20.0% | Added |
| Fiera Capital Corp | 461,677 | $1.82M | 0.01% | +24,874+5.7% | Added |
| Thrivent Financial for Lutherans | 479,334 | $1.89M | 0.00% | −12,500−2.5% | Reduced |
| RFG Advisory, LLC | 525,906 | $2.18M | 0.11% | +274,370+109.1% | Added |
| Chicago Partners Investment Group LLC | 583,142 | $2.41M | 0.15% | −509−0.1% | Reduced |
| Bank of America Corp | 732,400 | $2.89M | 0.00% | −107,064−12.8% | Reduced |
| Wells Fargo & Company | 742,269 | $2.93M | 0.00% | −97,607−11.6% | Reduced |
| Sit Investment Associates Inc | 795,290 | $3.14M | 0.09% | −163,185−17.0% | Reduced |
| Fca Corp | 920,771 | $3.64M | 1.46% | +9,779+1.1% | Added |
| Evergreen Capital Management LLC | 920,819 | $3.64M | 0.17% | −807,091−46.7% | Reduced |