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 |
|---|---|---|---|---|---|
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Robinson Capital Management, LLC | 275 | $1.06K | 0.00% | −108,438−99.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 400 | $1.52K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 453 | $1.73K | 0.00% | +9+2.0% | Added |
| Harbour Investments, Inc. | 553 | $2.11K | 0.00% | +8+1.5% | Added |
| Ahrens Investment Partners LLC | 594 | $2.26K | 0.00% | +594 | New |
| TCI Wealth Advisors, Inc. | 681 | $2.60K | 0.00% | +681 | New |
| Fifth Third Bancorp | 1,000 | $3.81K | 0.00% | +1,000 | New |
| McIlrath & Eck, LLC | 1,447 | $5.51K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2,315 | $8.82K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.53K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,650 | $10.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $15.2K | 0.00% | +4,000 | New |
| Proequities, Inc. | 4,928 | $18.9K | 0.00% | +1,928+64.3% | Added |
| Oxbow Advisors, LLC | 10,000 | $38.1K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,500 | $40.4K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,529 | $40.4K | 0.00% | +20+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 11,076 | $42.2K | 0.00% | +50.0% | Added |
| Meridian Wealth Management, LLC | 11,200 | $42.7K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,563 | $44.1K | 0.00% | +115+1.0% | Added |
| Eudaimonia Partners, LLC | 11,600 | $44.2K | 0.01% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 11,648 | $44.4K | 0.03% | +11,648 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,604 | $47.6K | 0.01% | +12,604 | New |
| Susquehanna International Group, LLP | 12,573 | $47.9K | 0.00% | −34,799−73.5% | Reduced |
| 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 |
| MML Investors Services, LLC | 13,064 | $50.0K | 0.00% | +184+1.4% | Added |
| Dynamic Advisor Solutions LLC | 13,656 | $52.0K | 0.00% | +184+1.4% | Added |
| Green Square Capital Advisors LLC | 14,508 | $55.3K | 0.01% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 15,000 | $57.1K | 0.00% | +15,000 | New |
| Reuter James Wealth Management, LLC | 15,466 | $58.9K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 16,124 | $61.4K | 0.00% | +16,124 | New |
| Quantum Private Wealth, LLC | 17,439 | $66.4K | 0.04% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 17,994 | $68.6K | 0.00% | +5,000+38.5% | Added |
| Procyon Private Wealth Partners, LLC | 18,170 | $69.2K | 0.01% | +400+2.3% | Added |
| Capital Wealth Alliance, LLC | 18,667 | $71.1K | 0.06% | +213+1.2% | Added |
| Aries Wealth Management | 19,296 | $73.5K | 0.03% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,230 | $73.8K | 0.02% | +19,230 | New |
| CIBC World Markets Inc. | 20,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 20,447 | $77.0K | 0.00% | +20,447 | New |
| Wedbush Securities Inc | 20,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 21,297 | $81.1K | 0.00% | −556−2.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 25,384 | $96.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 25,533 | $97.3K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,183 | $103.6K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 27,727 | $105.6K | 0.04% | +225+0.8% | Added |
| Good Life Advisors, LLC | 30,941 | $117.9K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 31,174 | $119.4K | 0.00% | +31,174 | New |
| Oppenheimer & Co Inc | 32,716 | $124.6K | 0.00% | +616+1.9% | Added |
| Dudley Capital Management, LLC | 33,100 | $126.1K | 0.09% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 34,087 | $129.9K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 38,369 | $145.0K | 0.03% | +38,369 | New |
| Chapin Davis, Inc. | 38,504 | $146.7K | 0.08% | −2,421−5.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 39,277 | $149.6K | 0.01% | +3,445+9.6% | Added |
| Integrated Capital Management, Inc. | 32,248 | $164.5K | 0.17% | −6,679−17.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 46,500 | $177.2K | 0.17% | +46,500 | New |
| Cetera Advisor Networks LLC | 46,895 | $178.7K | 0.00% | +7,144+18.0% | Added |
| Commonwealth Equity Services, LLC | 47,311 | $180.0K | 0.00% | +83+0.2% | Added |
| Triad Investment Management | 53,787 | $204.9K | 0.30% | −1,174−2.1% | Reduced |
| Shaker Financial Services, LLC | 64,380 | $247.5K | 0.11% | −352,984−84.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,863 | $251.0K | 0.00% | −11,086−14.4% | Reduced |
| Lazard Asset Management LLC | – | $268.0K | 0.00% | – | – |
| Truist Financial Corp | 73,359 | $279.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 84,521 | $318.8K | 0.00% | +5,412+6.8% | Added |
| LPL Financial LLC | 85,382 | $325.3K | 0.00% | +16,152+23.3% | Added |
| Gilman Hill Asset Management, LLC | 87,000 | $331.5K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 99,461 | $378.9K | 0.00% | +25,946+35.3% | Added |
| Regal Investment Advisors LLC | 103,659 | $394.9K | 0.04% | +4,785+4.8% | Added |
| Centaurus Financial, Inc. | 104,624 | $399.0K | 0.03% | −33,888−24.5% | Reduced |
| Pin Oak Investment Advisors Inc | 139,961 | $533.0K | 0.66% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 208,501 | $794.4K | 0.00% | +36,609+21.3% | Added |
| Pathway Financial Advisers, LLC | 216,409 | $824.5K | 0.33% | +11,829+5.8% | Added |
| Raymond James & Associates | 217,527 | $828.8K | 0.00% | +51,109+30.7% | Added |
| Tortoise Investment Management, LLC | 219,323 | $835.6K | 0.13% | −156,952−41.7% | Reduced |
| First Trust Advisors LP | 227,578 | $867.1K | 0.00% | −63,361−21.8% | Reduced |
| Park Avenue Securities LLC | 230,222 | $877.0K | 0.02% | −11,068−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 230,650 | $879.0K | 0.05% | −2,214−1.0% | Reduced |
| Wela Strategies, Inc. | 246,995 | $941.0K | 0.50% | −1,187−0.5% | Reduced |
| Stifel Financial Corp | 251,527 | $958.3K | 0.00% | +672+0.3% | Added |
| Envestnet Asset Management Inc | 274,675 | $1.05M | 0.00% | −16,368−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 305,077 | $1.16M | 0.00% | +209,109+217.9% | Added |
| City of London Investment Management Co Ltd | 310,578 | $1.18M | 0.09% | −52,100−14.4% | Reduced |
| Royal Bank of Canada | 356,442 | $1.36M | 0.00% | −7,315−2.0% | Reduced |
| Fiera Capital Corp | 452,710 | $1.72M | 0.01% | −8,967−1.9% | Reduced |
| Thrivent Financial for Lutherans | 501,334 | $1.91M | 0.00% | +22,000+4.6% | Added |
| RFG Advisory, LLC | 513,238 | $1.96M | 0.10% | −12,668−2.4% | Reduced |
| Sit Investment Associates Inc | 572,030 | $2.18M | 0.06% | −223,260−28.1% | Reduced |
| Chicago Partners Investment Group LLC | 587,764 | $2.25M | 0.13% | +4,622+0.8% | Added |
| Bank of America Corp | 655,524 | $2.50M | 0.00% | −76,876−10.5% | Reduced |
| Wells Fargo & Company | 723,939 | $2.76M | 0.00% | −18,330−2.5% | Reduced |
| UBS Group AG | 870,331 | $3.32M | 0.00% | −241,754−21.7% | Reduced |
| Fca Corp | 969,921 | $3.70M | 1.39% | +49,150+5.3% | Added |
| Evergreen Capital Management LLC | 983,316 | $3.78M | 0.17% | +62,497+6.8% | Added |
| Guggenheim Capital LLC | 991,037 | $3.78M | 0.03% | −356,353−26.4% | Reduced |
| 1607 Capital Partners, LLC | 1,371,275 | $5.22M | 0.37% | −89,245−6.1% | Reduced |
| Invesco Ltd. | 1,401,300 | $5.34M | 0.00% | −88,119−5.9% | Reduced |
| Capital Investment Advisors, LLC | 2,706,750 | $10.3M | 0.30% | +167,062+6.6% | Added |
| Rivernorth Capital Management, LLC | 5,222,210 | $19.9M | 0.96% | +256,790+5.2% | Added |
| Morgan Stanley | 5,274,161 | $20.1M | 0.00% | +37,876+0.7% | Added |