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 2023
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Dec 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
- 108
- −5 vs. Q3 2023
- Shares held
- 36.5M
- +10.1K (0.0%) vs. Q3 2023
- Total value
- $141.2M
- +$8.09M (+6.1%) vs. Q3 2023
- New holders
- 15
- 36 more added
- Sold out
- 20
- 29 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 4,991,706 | $19.3M | 0.92% | −456,669−8.4% | Reduced |
| Bramshill Investments, LLC | 4,833,799 | $18.7M | 1.84% | −1,219,395−20.1% | Reduced |
| Morgan Stanley | 4,132,787 | $16.0M | 0.00% | −1,017,983−19.8% | Reduced |
| Capital Investment Advisors, LLC | 3,063,534 | $11.8M | 0.30% | +28,041+0.9% | Added |
| Sit Investment Associates Inc | 1,771,151 | $6.84M | 0.17% | +727,233+69.7% | Added |
| Pathstone Holdings, LLC | 1,630,208 | $6.29M | 0.03% | +1,630,208 | New |
| 1607 Capital Partners, LLC | 1,361,175 | $5.25M | 0.37% | −10,100−0.7% | Reduced |
| Invesco Ltd. | 1,184,727 | $4.57M | 0.00% | +20,162+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 1,095,947 | $4.23M | 0.01% | +100,000+10.0% | Added |
| Fca Corp | 945,443 | $3.65M | 1.25% | −40,280−4.1% | Reduced |
| Guggenheim Capital LLC | 927,308 | $3.58M | 0.03% | −63,733−6.4% | Reduced |
| City of London Investment Management Co Ltd | 710,130 | $2.74M | 0.22% | +306,600+76.0% | Added |
| Wells Fargo & Company | 661,947 | $2.56M | 0.00% | −72,374−9.9% | Reduced |
| Ionic Capital Management LLC | 620,683 | $2.40M | 1.14% | +620,683 | New |
| Bank of America Corp | 569,213 | $2.20M | 0.00% | −47,697−7.7% | Reduced |
| UBS Group AG | 551,417 | $2.13M | 0.00% | −82,934−13.1% | Reduced |
| Thrivent Financial for Lutherans | 525,334 | $2.03M | 0.00% | +17,000+3.3% | Added |
| Chicago Partners Investment Group LLC | 498,992 | $1.96M | 0.09% | +27,775+5.9% | Added |
| Evergreen Capital Management LLC | 489,007 | $1.89M | 0.08% | −536,908−52.3% | Reduced |
| Fiera Capital Corp | 451,684 | $1.74M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 345,722 | $1.33M | 0.00% | −11,602−3.2% | Reduced |
| Envestnet Asset Management Inc | 314,028 | $1.21M | 0.00% | +26,110+9.1% | Added |
| RFG Advisory, LLC | 299,262 | $1.16M | 0.05% | −194,468−39.4% | Reduced |
| Stifel Financial Corp | 268,790 | $1.04M | 0.00% | +26,545+11.0% | Added |
| Park Avenue Securities LLC | 255,925 | $988.0K | 0.01% | +17,089+7.2% | Added |
| Wela Strategies, Inc. | 250,232 | $965.9K | 0.52% | +1110.0% | Added |
| Pathway Financial Advisers, LLC | 242,497 | $936.0K | 0.36% | +11,068+4.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 222,385 | $858.4K | 0.05% | −6,081−2.7% | Reduced |
| Raymond James & Associates | 221,923 | $856.6K | 0.00% | −29,460−11.7% | Reduced |
| Pin Oak Investment Advisors Inc | 220,227 | $850.0K | 0.86% | +6,995+3.3% | Added |
| First Trust Advisors LP | 210,053 | $810.8K | 0.00% | −3,184−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 194,237 | $749.8K | 0.00% | +5,253+2.8% | Added |
| Landscape Capital Management, L.L.C. | 175,903 | $679.0K | 0.06% | +146,754+503.5% | Added |
| Shaker Financial Services, LLC | 148,970 | $575.0K | 0.24% | +11,320+8.2% | Added |
| Tortoise Investment Management, LLC | 130,224 | $502.7K | 0.07% | −36,288−21.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 120,104 | $463.6K | 0.22% | +120,104 | New |
| Advisor Group Holdings, Inc. | 105,119 | $405.8K | 0.00% | −49,472−32.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 101,423 | $391.5K | 0.01% | +90,330+814.3% | Added |
| GWM Advisors LLC | 85,835 | $333.2K | 0.00% | +23,394+37.5% | Added |
| LPL Financial LLC | 76,359 | $294.7K | 0.00% | −1,855−2.4% | Reduced |
| Truist Financial Corp | 72,159 | $278.5K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 72,000 | $277.9K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 66,267 | $256.0K | 0.02% | +66,267 | New |
| Catalytic Wealth RIA, LLC | 66,267 | $255.8K | 0.12% | +66,267 | New |
| Cambridge Investment Research Advisors, Inc. | 63,113 | $244.0K | 0.00% | +3,100+5.2% | Added |
| Cetera Advisor Networks LLC | 59,437 | $229.4K | 0.00% | +9,880+19.9% | Added |
| Mariner, LLC | 55,037 | $212.4K | 0.00% | +237+0.4% | Added |
| Integrated Capital Management, Inc. | 42,060 | $162.3K | 0.14% | +723+1.7% | Added |
| Wilson & Boucher Capital Management, LLC | 40,500 | $156.3K | 0.13% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 40,362 | $155.8K | 0.00% | +4,413+12.3% | Added |
| Comerica Bank | 39,667 | $153.1K | 0.00% | +7,304+22.6% | Added |
| NWF Advisory Services Inc. | 38,369 | $148.1K | 0.03% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 38,181 | $147.4K | 0.00% | +168+0.4% | Added |
| Chapin Davis, Inc. | 37,999 | $146.7K | 0.06% | −127−0.3% | Reduced |
| Lakeview Capital Partners, LLC | 37,682 | $145.5K | 0.03% | +1,432+4.0% | Added |
| MML Investors Services, LLC | 35,301 | $136.0K | 0.00% | +16,162+84.4% | Added |
| Huntington National Bank | – | $123.5K | 0.00% | – | – |
| Atria Wealth Solutions, Inc. | 31,416 | $121.3K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 31,100 | $120.0K | 0.08% | −2,000−6.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 31,087 | $120.0K | 0.02% | −3,000−8.8% | Reduced |
| Good Life Advisors, LLC | 30,941 | $119.4K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 30,134 | $116.3K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,990 | $111.9K | 0.02% | +3,967+15.9% | Added |
| Uncommon Cents Investing LLC | 28,727 | $110.9K | 0.04% | +1,000+3.6% | Added |
| Venture Visionary Partners LLC | 27,183 | $104.9K | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 25,656 | $99.4K | 0.00% | +25,656 | New |
| CTC Alternative Strategies, Ltd. | 23,240 | $89.7K | 0.19% | +23,240 | New |
| Commonwealth Equity Services, LLC | 20,213 | $78.0K | 0.00% | −22,761−53.0% | Reduced |
| Harbour Capital Advisors, LLC | 19,630 | $77.5K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 20,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 19,889 | $76.8K | 0.05% | +519+2.7% | Added |
| Melfa Wealth Management, LLC | 18,950 | $73.1K | 0.07% | −8,643−31.3% | Reduced |
| Wedbush Securities Inc | 18,738 | $72.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,582 | $72.0K | 0.01% | +18,582 | New |
| Elequin Capital LP | 17,634 | $68.1K | 0.02% | +15,634+781.7% | Added |
| Quantum Private Wealth, LLC | 17,439 | $67.3K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,860 | $65.1K | 0.00% | −749−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,555 | $60.0K | 0.01% | −2,485−13.8% | Reduced |
| HighTower Advisors, LLC | 15,618 | $60.0K | 0.00% | +500+3.3% | Added |
| Reuter James Wealth Management, LLC | 15,465 | $59.7K | 0.04% | −10.0% | Reduced |
| Raymond James Trust N.A. | 14,642 | $56.5K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,508 | $56.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,675 | $52.8K | 0.00% | 00.0% | Unchanged |
| Weiss Asset Management LP | 12,834 | $49.5K | 0.00% | +12,834 | New |
| CI Private Wealth, LLC | 12,500 | $48.3K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,343 | $47.6K | 0.00% | +398+3.3% | Added |
| Ironsides Asset Advisors, LLC | 11,929 | $46.0K | 0.02% | +477+4.2% | Added |
| Meridian Wealth Management, LLC | 11,200 | $43.2K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,844 | $41.9K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 10,745 | $41.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,333 | $40.0K | 0.00% | +10,333 | New |
| Hyperion Partners, LLC | 10,349 | $39.9K | 0.03% | +289+2.9% | Added |
| US Bancorp | 10,200 | $39.4K | 0.00% | −4,000−28.2% | Reduced |
| Equitable Holdings, Inc. | 10,030 | $38.7K | 0.00% | +10,030 | New |
| Oxbow Advisors, LLC | 10,000 | $38.6K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 7,505 | $29.0K | 0.00% | −36,308−82.9% | Reduced |
| Qube Research & Technologies Ltd | 5,296 | $20.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,000 | $15.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,560 | $14.0K | 0.00% | +98+2.8% | Added |
| Fortitude Family Office, LLC | 3,000 | $11.6K | 0.01% | +3,000 | New |