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, Q2 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 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
- 107
- +8 vs. Q1 2023
- Shares held
- 38.3M
- +1.18M (+3.2%) vs. Q1 2023
- Total value
- $144.9M
- +$3.20M (+2.3%) vs. Q1 2023
- New holders
- 17
- 31 more added
- Sold out
- 9
- 28 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 9,233,420 | $34.9M | 3.17% | +974,405+11.8% | Added |
| Rivernorth Capital Management, LLC | 5,448,375 | $20.6M | 1.03% | +226,165+4.3% | Added |
| Morgan Stanley | 5,217,561 | $19.7M | 0.00% | −56,600−1.1% | Reduced |
| Capital Investment Advisors, LLC | 2,884,639 | $10.9M | 0.33% | +177,889+6.6% | Added |
| 1607 Capital Partners, LLC | 1,371,275 | $5.18M | 0.37% | 00.0% | Unchanged |
| Invesco Ltd. | 1,299,669 | $4.91M | 0.00% | −101,631−7.3% | Reduced |
| Evergreen Capital Management LLC | 1,044,715 | $3.98M | 0.17% | +61,399+6.2% | Added |
| Guggenheim Capital LLC | 990,605 | $3.74M | 0.03% | −4320.0% | Reduced |
| Fca Corp | 953,049 | $3.60M | 1.34% | −16,872−1.7% | Reduced |
| UBS Group AG | 791,846 | $2.99M | 0.00% | −78,485−9.0% | Reduced |
| Wells Fargo & Company | 687,516 | $2.60M | 0.00% | −36,423−5.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 643,556 | $2.43M | 0.00% | +338,479+110.9% | Added |
| Bank of America Corp | 632,139 | $2.39M | 0.00% | −23,385−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 517,952 | $1.99M | 0.10% | −69,812−11.9% | Reduced |
| Thrivent Financial for Lutherans | 508,334 | $1.92M | 0.00% | +7,000+1.4% | Added |
| RFG Advisory, LLC | 495,234 | $1.87M | 0.08% | −18,004−3.5% | Reduced |
| Fiera Capital Corp | 452,710 | $1.71M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 358,039 | $1.35M | 0.00% | +1,597+0.4% | Added |
| Sit Investment Associates Inc | 345,803 | $1.31M | 0.03% | −226,227−39.5% | Reduced |
| City of London Investment Management Co Ltd | 310,578 | $1.18M | 0.10% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 282,997 | $1.07M | 0.00% | +8,322+3.0% | Added |
| Raymond James & Associates | 246,016 | $929.9K | 0.00% | +28,489+13.1% | Added |
| Stifel Financial Corp | 245,256 | $927.1K | 0.00% | −6,271−2.5% | Reduced |
| Wela Strategies, Inc. | 241,162 | $911.6K | 0.70% | −5,833−2.4% | Reduced |
| Park Avenue Securities LLC | 232,897 | $880.0K | 0.01% | +2,675+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 230,640 | $872.0K | 0.05% | −100.0% | Reduced |
| First Trust Advisors LP | 215,807 | $815.8K | 0.00% | −11,771−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 213,773 | $808.1K | 0.00% | +5,272+2.5% | Added |
| Tortoise Investment Management, LLC | 198,713 | $751.1K | 0.11% | −20,610−9.4% | Reduced |
| Pin Oak Investment Advisors Inc | 137,892 | $525.0K | 0.58% | −2,069−1.5% | Reduced |
| Shaker Financial Services, LLC | 110,200 | $418.1K | 0.18% | +45,820+71.2% | Added |
| Advisor Group Holdings, Inc. | 89,889 | $339.8K | 0.00% | −9,572−9.6% | Reduced |
| GWM Advisors LLC | 84,541 | $319.6K | 0.00% | +200.0% | Added |
| Truist Financial Corp | 73,359 | $277.3K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 72,000 | $272.2K | 0.05% | −15,000−17.2% | Reduced |
| LPL Financial LLC | 68,649 | $259.5K | 0.00% | −16,733−19.6% | Reduced |
| Susquehanna International Group, LLP | 67,562 | $255.4K | 0.00% | +54,989+437.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 60,794 | $230.0K | 0.00% | −5,069−7.7% | Reduced |
| Triad Investment Management | 51,128 | $193.3K | 0.27% | −2,659−4.9% | Reduced |
| Cetera Advisor Networks LLC | 47,847 | $180.9K | 0.00% | +952+2.0% | Added |
| Commonwealth Equity Services, LLC | 45,030 | $170.0K | 0.00% | −2,281−4.8% | Reduced |
| Integrated Capital Management, Inc. | 42,106 | $159.2K | 0.14% | +9,858+30.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 40,539 | $153.2K | 0.01% | +1,262+3.2% | Added |
| Wilson & Boucher Capital Management, LLC | 40,500 | $153.1K | 0.14% | −6,000−12.9% | Reduced |
| Oppenheimer & Co Inc | 38,508 | $145.6K | 0.00% | +5,792+17.7% | Added |
| Chapin Davis, Inc. | 38,504 | $145.5K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 38,369 | $145.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 34,365 | $129.9K | 0.02% | +34,365 | New |
| Pekin Hardy Strauss, Inc. | 34,087 | $128.8K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 33,100 | $125.1K | 0.08% | 00.0% | Unchanged |
| Huntington National Bank | – | $121.0K | 0.00% | – | – |
| Atria Wealth Solutions, Inc. | 31,416 | $119.4K | 0.00% | +242+0.8% | Added |
| Good Life Advisors, LLC | 30,942 | $117.0K | 0.01% | +10.0% | Added |
| Suncoast Equity Management | 30,134 | $113.9K | 0.02% | +30,134 | New |
| Uncommon Cents Investing LLC | 27,727 | $104.8K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,593 | $104.3K | 0.11% | +27,593 | New |
| Venture Visionary Partners LLC | 27,183 | $102.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 25,533 | $96.5K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,391 | $84.6K | 0.02% | +9,787+77.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 21,384 | $80.8K | 0.01% | −4,000−15.8% | Reduced |
| Wolverine Asset Management LLC | 21,315 | $80.6K | 0.00% | +21,315 | New |
| Wedbush Securities Inc | 20,543 | $78.0K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 20,183 | $76.3K | 0.01% | +20,183 | New |
| CIBC World Markets Inc. | 20,000 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,630 | $74.6K | 0.02% | +400+2.1% | Added |
| Aries Wealth Management | 19,296 | $72.9K | 0.03% | 00.0% | Unchanged |
| HRT Financial LP | 19,181 | $72.0K | 0.00% | −1,266−6.2% | Reduced |
| Capital Wealth Alliance, LLC | 19,015 | $71.9K | 0.05% | +348+1.9% | Added |
| Cetera Investment Advisers | 18,853 | $71.3K | 0.00% | −2,444−11.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,601 | $70.3K | 0.01% | +431+2.4% | Added |
| HighTower Advisors, LLC | 18,304 | $69.0K | 0.00% | +5,238+40.1% | Added |
| D.A. Davidson & Co. | 17,994 | $68.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 17,439 | $65.9K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,468 | $58.0K | 0.00% | +2,404+18.4% | Added |
| Raymond James Trust N.A. | 14,642 | $55.0K | 0.00% | +14,642 | New |
| Green Square Capital Advisors LLC | 14,508 | $54.8K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 13,830 | $52.3K | 0.01% | +13,830 | New |
| Integrated Wealth Concepts LLC | 13,675 | $51.7K | 0.00% | +775+6.0% | Added |
| Dynamic Advisor Solutions LLC | 13,279 | $50.2K | 0.00% | −377−2.8% | Reduced |
| StoneX Group Inc. | 13,200 | $49.9K | 0.01% | +13,200 | New |
| Avantax Advisory Services, Inc. | 11,753 | $44.4K | 0.00% | +190+1.6% | Added |
| Grey Street Capital, LLC | 11,648 | $44.4K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 11,600 | $43.8K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 11,200 | $42.3K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,067 | $42.0K | 0.00% | +11,067 | New |
| Steward Partners Investment Advisory, LLC | 11,085 | $41.9K | 0.00% | +9+0.1% | Added |
| Ironsides Asset Advisors, LLC | 10,673 | $40.2K | 0.02% | +10,673 | New |
| Future Financial Wealth Managment LLC | 10,500 | $39.7K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,434 | $39.4K | 0.01% | +10,434 | New |
| Oxbow Advisors, LLC | 10,000 | $37.8K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,457 | $13.1K | 0.01% | +3,457 | New |
| JPMorgan Chase & Co | 2,713 | $10.3K | 0.00% | +2,713 | New |
| Private Trust Co NA | 2,650 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,500 | $9.45K | 0.00% | +2,500 | New |
| Farmers & Merchants Investments Inc | 2,315 | $8.75K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,928 | $7.34K | 0.00% | −3,000−60.9% | Reduced |
| Tower Research Capital LLC (TRC) | 1,710 | $6.46K | 0.00% | +1,710 | New |
| McIlrath & Eck, LLC | 1,447 | $5.47K | 0.00% | 00.0% | Unchanged |