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, Q3 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Sep 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
- 114
- +8 vs. Q2 2023
- Shares held
- 37.0M
- −1.30M (−3.4%) vs. Q2 2023
- Total value
- $134.7M
- −$10.1M (−7.0%) vs. Q2 2023
- New holders
- 16
- 29 more added
- Sold out
- 8
- 33 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 6,053,194 | $22.0M | 2.56% | −3,180,226−34.4% | Reduced |
| Rivernorth Capital Management, LLC | 5,448,375 | $19.8M | 1.03% | 00.0% | Unchanged |
| Morgan Stanley | 5,150,770 | $18.7M | 0.00% | −66,791−1.3% | Reduced |
| Capital Investment Advisors, LLC | 3,035,493 | $11.0M | 0.31% | +150,854+5.2% | Added |
| 1607 Capital Partners, LLC | 1,371,275 | $4.99M | 0.37% | 00.0% | Unchanged |
| Invesco Ltd. | 1,164,565 | $4.24M | 0.00% | −135,104−10.4% | Reduced |
| Sit Investment Associates Inc | 1,043,918 | $3.80M | 0.10% | +698,115+201.9% | Added |
| Evergreen Capital Management LLC | 1,025,915 | $3.77M | 0.17% | −18,800−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 995,947 | $3.63M | 0.01% | +352,391+54.8% | Added |
| Guggenheim Capital LLC | 991,041 | $3.61M | 0.03% | +4360.0% | Added |
| Fca Corp | 985,723 | $3.59M | 1.34% | +32,674+3.4% | Added |
| Wells Fargo & Company | 734,321 | $2.67M | 0.00% | +46,805+6.8% | Added |
| UBS Group AG | 634,351 | $2.31M | 0.00% | −157,495−19.9% | Reduced |
| Bank of America Corp | 616,910 | $2.25M | 0.00% | −15,229−2.4% | Reduced |
| Thrivent Financial for Lutherans | 508,334 | $1.85M | 0.00% | 00.0% | Unchanged |
| RFG Advisory, LLC | 493,730 | $1.80M | 0.08% | −1,504−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 471,217 | $1.70M | 0.09% | −46,735−9.0% | Reduced |
| Fiera Capital Corp | 451,684 | $1.64M | 0.01% | −1,026−0.2% | Reduced |
| Advisor Partners II, LLC | 444,693 | $1.62M | 0.06% | +444,693 | New |
| City of London Investment Management Co Ltd | 403,530 | $1.47M | 0.13% | +92,952+29.9% | Added |
| Royal Bank of Canada | 357,324 | $1.30M | 0.00% | −715−0.2% | Reduced |
| Envestnet Asset Management Inc | 287,918 | $1.05M | 0.00% | +4,921+1.7% | Added |
| Raymond James & Associates | 251,383 | $915.0K | 0.00% | +5,367+2.2% | Added |
| Wela Strategies, Inc. | 250,121 | $910.4K | 0.54% | +8,959+3.7% | Added |
| Stifel Financial Corp | 242,245 | $881.8K | 0.00% | −3,011−1.2% | Reduced |
| Park Avenue Securities LLC | 238,836 | $869.0K | 0.01% | +5,939+2.6% | Added |
| Pathway Financial Advisers, LLC | 231,429 | $842.4K | 0.35% | +231,429 | New |
| Hennion & Walsh Asset Management, Inc. | 228,466 | $831.6K | 0.05% | −2,174−0.9% | Reduced |
| Pin Oak Investment Advisors Inc | 213,232 | $784.0K | 0.88% | +75,340+54.6% | Added |
| First Trust Advisors LP | 213,237 | $776.2K | 0.00% | −2,570−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 188,984 | $687.9K | 0.00% | −24,789−11.6% | Reduced |
| Tortoise Investment Management, LLC | 166,512 | $606.1K | 0.09% | −32,201−16.2% | Reduced |
| Advisor Group Holdings, Inc. | 154,591 | $562.7K | 0.00% | +64,702+72.0% | Added |
| Shaker Financial Services, LLC | 137,650 | $505.9K | 0.24% | +27,450+24.9% | Added |
| LPL Financial LLC | 78,214 | $284.7K | 0.00% | +9,565+13.9% | Added |
| Truist Financial Corp | 72,159 | $262.7K | 0.00% | −1,200−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 72,000 | $262.1K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 62,441 | $227.3K | 0.00% | −22,100−26.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 60,013 | $218.0K | 0.00% | −781−1.3% | Reduced |
| Mariner, LLC | 54,800 | $199.5K | 0.00% | +54,800 | New |
| Glenview Trust Co | 50,000 | $182.0K | 0.01% | +50,000 | New |
| Cetera Advisor Networks LLC | 49,557 | $180.4K | 0.00% | +1,710+3.6% | Added |
| Axxcess Wealth Management, LLC | 45,381 | $165.2K | 0.01% | +45,381 | New |
| Wolverine Asset Management LLC | 43,813 | $159.5K | 0.00% | +22,498+105.6% | Added |
| Commonwealth Equity Services, LLC | 42,974 | $156.0K | 0.00% | −2,056−4.6% | Reduced |
| HRT Financial LP | 41,799 | $152.0K | 0.00% | +22,618+117.9% | Added |
| Integrated Capital Management, Inc. | 41,337 | $150.5K | 0.13% | −769−1.8% | Reduced |
| Wilson & Boucher Capital Management, LLC | 40,500 | $147.4K | 0.14% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 40,484 | $147.4K | 0.00% | −27,078−40.1% | Reduced |
| NWF Advisory Services Inc. | 38,369 | $139.7K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 38,126 | $138.8K | 0.07% | −378−1.0% | Reduced |
| Oppenheimer & Co Inc | 38,013 | $138.4K | 0.00% | −495−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 36,250 | $131.9K | 0.03% | +1,885+5.5% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 35,949 | $130.9K | 0.00% | −4,590−11.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 34,087 | $124.1K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 33,100 | $120.5K | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 32,363 | $117.8K | 0.00% | +32,363 | New |
| Huntington National Bank | – | $116.5K | 0.00% | – | – |
| Atria Wealth Solutions, Inc. | 31,416 | $115.1K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,941 | $112.6K | 0.01% | −10.0% | Reduced |
| Suncoast Equity Management | 30,134 | $109.7K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 29,149 | $106.1K | 0.01% | +8,966+44.4% | Added |
| Uncommon Cents Investing LLC | 27,727 | $100.9K | 0.04% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 27,593 | $100.4K | 0.11% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,183 | $98.9K | 0.01% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,023 | $91.1K | 0.02% | +2,632+11.8% | Added |
| CIBC World Markets Inc. | 20,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 19,630 | $71.5K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 19,296 | $70.6K | 0.03% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 19,370 | $70.5K | 0.05% | +355+1.9% | Added |
| MML Investors Services, LLC | 19,139 | $70.0K | 0.00% | +3,671+23.7% | Added |
| Wedbush Securities Inc | 18,738 | $68.0K | 0.00% | −1,805−8.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,040 | $65.7K | 0.01% | −561−3.0% | Reduced |
| Cetera Investment Advisers | 17,609 | $64.1K | 0.00% | −1,244−6.6% | Reduced |
| Quantum Private Wealth, LLC | 17,439 | $63.5K | 0.03% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15,466 | $56.3K | 0.04% | +15,466 | New |
| Citadel Advisors LLC | 15,414 | $56.1K | 0.00% | +15,414 | New |
| HighTower Advisors, LLC | 15,118 | $55.0K | 0.00% | −3,186−17.4% | Reduced |
| Raymond James Trust N.A. | 14,642 | $53.3K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $52.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 14,200 | $51.7K | 0.00% | −11,333−44.4% | Reduced |
| Atlas Private Wealth Advisors | 14,156 | $51.5K | 0.01% | +326+2.4% | Added |
| Integrated Wealth Concepts LLC | 13,675 | $49.8K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 13,400 | $48.8K | 0.00% | +13,400 | New |
| D.A. Davidson & Co. | 12,994 | $47.3K | 0.00% | −5,000−27.8% | Reduced |
| CI Private Wealth, LLC | 12,500 | $45.5K | 0.00% | +12,500 | New |
| Avantax Advisory Services, Inc. | 11,945 | $43.5K | 0.00% | +192+1.6% | Added |
| Grey Street Capital, LLC | 11,648 | $42.8K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 11,600 | $42.2K | 0.01% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,452 | $41.7K | 0.02% | +779+7.3% | Added |
| Meridian Wealth Management, LLC | 11,200 | $40.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,093 | $40.4K | 0.00% | +8+0.1% | Added |
| Creative Planning | 10,844 | $39.5K | 0.00% | +10,844 | New |
| Old National Bancorp | 10,745 | $39.1K | 0.00% | +10,745 | New |
| Future Financial Wealth Managment LLC | 10,500 | $38.2K | 0.04% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 10,060 | $36.6K | 0.03% | +10,060 | New |
| Oxbow Advisors, LLC | 10,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 5,296 | $19.3K | 0.00% | +5,296 | New |
| The PNC Financial Services Group, Inc. | 4,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,462 | $12.4K | 0.00% | +3,462 | New |