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 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2023. 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
- 101
- −5 vs. Q4 2022
- Shares held
- 37.3M
- −1.08M (−2.8%) vs. Q4 2022
- Total value
- $142.5M
- −$9.55M (−6.3%) vs. Q4 2022
- New holders
- 14
- 33 more added
- Sold out
- 19
- 26 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 8,259,015 | $31.5M | 3.76% | +144,981+1.8% | Added |
| Morgan Stanley | 5,274,161 | $20.1M | 0.00% | +37,876+0.7% | Added |
| Rivernorth Capital Management, LLC | 5,222,210 | $19.9M | 0.96% | +256,790+5.2% | Added |
| Capital Investment Advisors, LLC | 2,706,750 | $10.3M | 0.30% | +167,062+6.6% | Added |
| Invesco Ltd. | 1,401,300 | $5.34M | 0.00% | −88,119−5.9% | Reduced |
| 1607 Capital Partners, LLC | 1,371,275 | $5.22M | 0.37% | −89,245−6.1% | Reduced |
| Guggenheim Capital LLC | 991,037 | $3.78M | 0.03% | −356,353−26.4% | Reduced |
| Evergreen Capital Management LLC | 983,316 | $3.78M | 0.17% | +62,497+6.8% | Added |
| Fca Corp | 969,921 | $3.70M | 1.39% | +49,150+5.3% | Added |
| UBS Group AG | 870,331 | $3.32M | 0.00% | −241,754−21.7% | Reduced |
| Wells Fargo & Company | 723,939 | $2.76M | 0.00% | −18,330−2.5% | Reduced |
| Bank of America Corp | 655,524 | $2.50M | 0.00% | −76,876−10.5% | Reduced |
| Chicago Partners Investment Group LLC | 587,764 | $2.25M | 0.13% | +4,622+0.8% | Added |
| Sit Investment Associates Inc | 572,030 | $2.18M | 0.06% | −223,260−28.1% | Reduced |
| RFG Advisory, LLC | 513,238 | $1.96M | 0.10% | −12,668−2.4% | Reduced |
| Thrivent Financial for Lutherans | 501,334 | $1.91M | 0.00% | +22,000+4.6% | Added |
| Fiera Capital Corp | 452,710 | $1.72M | 0.01% | −8,967−1.9% | Reduced |
| Royal Bank of Canada | 356,442 | $1.36M | 0.00% | −7,315−2.0% | Reduced |
| City of London Investment Management Co Ltd | 310,578 | $1.18M | 0.09% | −52,100−14.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 305,077 | $1.16M | 0.00% | +209,109+217.9% | Added |
| Envestnet Asset Management Inc | 274,675 | $1.05M | 0.00% | −16,368−5.6% | Reduced |
| Stifel Financial Corp | 251,527 | $958.3K | 0.00% | +672+0.3% | Added |
| Wela Strategies, Inc. | 246,995 | $941.0K | 0.50% | −1,187−0.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 230,650 | $879.0K | 0.05% | −2,214−1.0% | Reduced |
| Park Avenue Securities LLC | 230,222 | $877.0K | 0.02% | −11,068−4.6% | Reduced |
| First Trust Advisors LP | 227,578 | $867.1K | 0.00% | −63,361−21.8% | Reduced |
| Tortoise Investment Management, LLC | 219,323 | $835.6K | 0.13% | −156,952−41.7% | Reduced |
| Raymond James & Associates | 217,527 | $828.8K | 0.00% | +51,109+30.7% | Added |
| Pathway Financial Advisers, LLC | 216,409 | $824.5K | 0.33% | +11,829+5.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 208,501 | $794.4K | 0.00% | +36,609+21.3% | Added |
| Pin Oak Investment Advisors Inc | 139,961 | $533.0K | 0.66% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 104,624 | $399.0K | 0.03% | −33,888−24.5% | Reduced |
| Regal Investment Advisors LLC | 103,659 | $394.9K | 0.04% | +4,785+4.8% | Added |
| Advisor Group Holdings, Inc. | 99,461 | $378.9K | 0.00% | +25,946+35.3% | Added |
| Gilman Hill Asset Management, LLC | 87,000 | $331.5K | 0.07% | 00.0% | Unchanged |
| LPL Financial LLC | 85,382 | $325.3K | 0.00% | +16,152+23.3% | Added |
| GWM Advisors LLC | 84,521 | $318.8K | 0.00% | +5,412+6.8% | Added |
| Truist Financial Corp | 73,359 | $279.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $268.0K | 0.00% | – | – |
| Cambridge Investment Research Advisors, Inc. | 65,863 | $251.0K | 0.00% | −11,086−14.4% | Reduced |
| Shaker Financial Services, LLC | 64,380 | $247.5K | 0.11% | −352,984−84.6% | Reduced |
| Triad Investment Management | 53,787 | $204.9K | 0.30% | −1,174−2.1% | Reduced |
| Commonwealth Equity Services, LLC | 47,311 | $180.0K | 0.00% | +83+0.2% | Added |
| Cetera Advisor Networks LLC | 46,895 | $178.7K | 0.00% | +7,144+18.0% | Added |
| Wilson & Boucher Capital Management, LLC | 46,500 | $177.2K | 0.17% | +46,500 | New |
| Integrated Capital Management, Inc. | 32,248 | $164.5K | 0.17% | −6,679−17.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 39,277 | $149.6K | 0.01% | +3,445+9.6% | Added |
| Chapin Davis, Inc. | 38,504 | $146.7K | 0.08% | −2,421−5.9% | Reduced |
| NWF Advisory Services Inc. | 38,369 | $145.0K | 0.03% | +38,369 | New |
| Pekin Hardy Strauss, Inc. | 34,087 | $129.9K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 33,100 | $126.1K | 0.09% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 32,716 | $124.6K | 0.00% | +616+1.9% | Added |
| Atria Wealth Solutions, Inc. | 31,174 | $119.4K | 0.00% | +31,174 | New |
| Good Life Advisors, LLC | 30,941 | $117.9K | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,727 | $105.6K | 0.04% | +225+0.8% | Added |
| Venture Visionary Partners LLC | 27,183 | $103.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 25,533 | $97.3K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 25,384 | $96.7K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,297 | $81.1K | 0.00% | −556−2.5% | Reduced |
| Wedbush Securities Inc | 20,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 20,447 | $77.0K | 0.00% | +20,447 | New |
| CIBC World Markets Inc. | 20,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,230 | $73.8K | 0.02% | +19,230 | New |
| Aries Wealth Management | 19,296 | $73.5K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 18,667 | $71.1K | 0.06% | +213+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 18,170 | $69.2K | 0.01% | +400+2.3% | Added |
| D.A. Davidson & Co. | 17,994 | $68.6K | 0.00% | +5,000+38.5% | Added |
| Quantum Private Wealth, LLC | 17,439 | $66.4K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,124 | $61.4K | 0.00% | +16,124 | New |
| Reuter James Wealth Management, LLC | 15,466 | $58.9K | 0.04% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 15,000 | $57.1K | 0.00% | +15,000 | New |
| Green Square Capital Advisors LLC | 14,508 | $55.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 13,656 | $52.0K | 0.00% | +184+1.4% | Added |
| MML Investors Services, LLC | 13,064 | $50.0K | 0.00% | +184+1.4% | Added |
| HighTower Advisors, LLC | 13,066 | $49.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,900 | $49.0K | 0.00% | +12,900 | New |
| Susquehanna International Group, LLP | 12,573 | $47.9K | 0.00% | −34,799−73.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,604 | $47.6K | 0.01% | +12,604 | New |
| Grey Street Capital, LLC | 11,648 | $44.4K | 0.03% | +11,648 | New |
| Eudaimonia Partners, LLC | 11,600 | $44.2K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,563 | $44.1K | 0.00% | +115+1.0% | Added |
| Meridian Wealth Management, LLC | 11,200 | $42.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,076 | $42.2K | 0.00% | +50.0% | Added |
| National Asset Management, Inc. | 10,529 | $40.4K | 0.00% | +20+0.2% | Added |
| Future Financial Wealth Managment LLC | 10,500 | $40.4K | 0.04% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 10,000 | $38.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 4,928 | $18.9K | 0.00% | +1,928+64.3% | Added |
| The PNC Financial Services Group, Inc. | 4,000 | $15.2K | 0.00% | +4,000 | New |
| Private Trust Co NA | 2,650 | $10.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,315 | $8.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,447 | $5.51K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $3.81K | 0.00% | +1,000 | New |
| TCI Wealth Advisors, Inc. | 681 | $2.60K | 0.00% | +681 | New |
| Ahrens Investment Partners LLC | 594 | $2.26K | 0.00% | +594 | New |
| Harbour Investments, Inc. | 553 | $2.11K | 0.00% | +8+1.5% | Added |
| Northwestern Mutual Wealth Management Co | 453 | $1.73K | 0.00% | +9+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 400 | $1.52K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 275 | $1.06K | 0.00% | −108,438−99.7% | Reduced |
| Huntington National Bank | – | $4 | 0.00% | – | – |