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 2024
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Mar 31, 2024. 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
- 103
- −4 vs. Q4 2023
- Shares held
- 33.5M
- −3.01M (−8.2%) vs. Q4 2023
- Total value
- $130.8M
- −$10.4M (−7.4%) vs. Q4 2023
- New holders
- 10
- 39 more added
- Sold out
- 14
- 31 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 4,472,932 | $17.4M | 0.00% | +340,145+8.2% | Added |
| Bramshill Investments, LLC | 4,214,396 | $16.4M | 1.94% | −619,403−12.8% | Reduced |
| Rivernorth Capital Management, LLC | 3,958,903 | $15.4M | 0.75% | −1,032,803−20.7% | Reduced |
| Capital Investment Advisors, LLC | 3,162,143 | $12.3M | 0.29% | +98,609+3.2% | Added |
| Pathstone Holdings, LLC | 1,800,795 | $7.02M | 0.03% | +170,587+10.5% | Added |
| Invesco Ltd. | 1,122,353 | $4.38M | 0.00% | −62,374−5.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,095,947 | $4.27M | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 1,025,343 | $4.00M | 0.33% | +315,213+44.4% | Added |
| Fca Corp | 1,001,596 | $3.91M | 1.26% | +56,153+5.9% | Added |
| Guggenheim Capital LLC | 927,611 | $3.62M | 0.03% | +3030.0% | Added |
| Sit Investment Associates Inc | 890,137 | $3.47M | 0.08% | −881,014−49.7% | Reduced |
| 1607 Capital Partners, LLC | 797,975 | $3.11M | 0.25% | −563,200−41.4% | Reduced |
| Wells Fargo & Company | 560,462 | $2.19M | 0.00% | −101,485−15.3% | Reduced |
| Bank of America Corp | 548,407 | $2.14M | 0.00% | −20,806−3.7% | Reduced |
| UBS Group AG | 532,304 | $2.08M | 0.00% | −19,113−3.5% | Reduced |
| Thrivent Financial for Lutherans | 525,334 | $2.05M | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 511,967 | $2.01M | 0.08% | +22,960+4.7% | Added |
| Chicago Partners Investment Group LLC | 519,313 | $1.94M | 0.08% | +20,321+4.1% | Added |
| RFG Advisory, LLC | 487,772 | $1.90M | 0.06% | +188,510+63.0% | Added |
| Fiera Capital Corp | 453,857 | $1.77M | 0.01% | +2,173+0.5% | Added |
| Royal Bank of Canada | 349,926 | $1.36M | 0.00% | +4,204+1.2% | Added |
| Envestnet Asset Management Inc | 340,299 | $1.33M | 0.00% | +26,271+8.4% | Added |
| Pathway Financial Advisers, LLC | 256,875 | $1.00M | 0.36% | +14,378+5.9% | Added |
| Park Avenue Securities LLC | 254,100 | $991.0K | 0.01% | −1,825−0.7% | Reduced |
| First Trust Advisors LP | 233,298 | $909.9K | 0.00% | +23,245+11.1% | Added |
| Raymond James & Associates | 228,340 | $890.5K | 0.00% | +6,417+2.9% | Added |
| Pin Oak Investment Advisors Inc | 222,904 | $869.0K | 0.84% | +2,677+1.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 210,670 | $821.6K | 0.04% | −11,715−5.3% | Reduced |
| Stifel Financial Corp | 205,200 | $800.3K | 0.00% | −63,590−23.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 171,936 | $670.5K | 0.00% | −22,301−11.5% | Reduced |
| Wela Strategies, Inc. | 169,453 | $660.9K | 0.31% | −80,779−32.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 162,361 | $633.2K | 0.24% | +42,257+35.2% | Added |
| Atria Wealth Solutions, Inc. | 104,716 | $411.6K | 0.00% | +73,300+233.3% | Added |
| Steward Partners Investment Advisory, LLC | 101,430 | $395.6K | 0.00% | +70.0% | Added |
| Landscape Capital Management, L.L.C. | 100,967 | $393.8K | 0.03% | −74,936−42.6% | Reduced |
| Cetera Investment Advisers | 90,772 | $354.0K | 0.00% | +73,912+438.4% | Added |
| Advisor Group Holdings, Inc. | 84,905 | $331.1K | 0.00% | −20,214−19.2% | Reduced |
| GWM Advisors LLC | 83,513 | $325.7K | 0.00% | −2,322−2.7% | Reduced |
| Truist Financial Corp | 72,159 | $281.4K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 71,750 | $279.8K | 0.05% | −250−0.3% | Reduced |
| Oppenheimer & Co Inc | 68,344 | $266.5K | 0.00% | +30,163+79.0% | Added |
| Catalytic Wealth RIA, LLC | 67,551 | $263.4K | 0.05% | +1,284+1.9% | Added |
| GeoWealth Management, LLC | 66,304 | $258.6K | 0.01% | +37+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 61,726 | $241.0K | 0.00% | −1,387−2.2% | Reduced |
| LPL Financial LLC | 56,215 | $219.2K | 0.00% | −20,144−26.4% | Reduced |
| Mariner, LLC | 54,800 | $213.7K | 0.00% | −237−0.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $198.8K | 0.08% | +50,985 | New |
| Integrated Capital Management, Inc. | 43,043 | $167.9K | 0.14% | +983+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 40,615 | $158.4K | 0.00% | +253+0.6% | Added |
| Wilson & Boucher Capital Management, LLC | 40,500 | $157.9K | 0.12% | 00.0% | Unchanged |
| Comerica Bank | 39,418 | $153.7K | 0.00% | −249−0.6% | Reduced |
| NWF Advisory Services Inc. | 38,369 | $149.6K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 37,999 | $148.2K | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 37,764 | $147.3K | 0.02% | +82+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35,768 | $139.5K | 0.02% | +6,778+23.4% | Added |
| Hartline Investment Corp | 35,768 | $139.5K | 0.02% | +35,768 | New |
| Fortis Group Advisors, LLC | 35,660 | $139.1K | 0.03% | +35,660 | New |
| MML Investors Services, LLC | 35,271 | $138.0K | 0.00% | −30−0.1% | Reduced |
| Huntington National Bank | – | $124.8K | 0.00% | – | – |
| Dudley Capital Management, LLC | 31,100 | $122.5K | 0.07% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,087 | $121.2K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,942 | $120.7K | 0.01% | +10.0% | Added |
| Suncoast Equity Management | 30,681 | $119.7K | 0.01% | +547+1.8% | Added |
| Venture Visionary Partners LLC | 27,183 | $106.0K | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 25,827 | $100.7K | 0.03% | −2,900−10.1% | Reduced |
| Capital Wealth Alliance, LLC | 20,143 | $78.6K | 0.05% | +254+1.3% | Added |
| Glenview Trust Co | 20,000 | $78.0K | 0.00% | +20,000 | New |
| Melfa Wealth Management, LLC | 18,950 | $73.9K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,475 | $68.2K | 0.00% | +17,475 | New |
| Quantum Private Wealth, LLC | 17,439 | $68.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,414 | $68.0K | 0.00% | −1,324−7.1% | Reduced |
| HRT Financial LP | 16,204 | $63.0K | 0.00% | +16,204 | New |
| HighTower Advisors, LLC | 15,608 | $61.0K | 0.00% | −10−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 15,466 | $60.3K | 0.04% | +10.0% | Added |
| Integrated Wealth Concepts LLC | 15,175 | $59.2K | 0.00% | +1,500+11.0% | Added |
| Harbour Capital Advisors, LLC | 14,630 | $57.5K | 0.01% | −5,000−25.5% | Reduced |
| Raymond James Trust N.A. | 14,642 | $57.1K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 13,956 | $54.4K | 0.01% | −552−3.8% | Reduced |
| Commonwealth Equity Services, LLC | 13,697 | $53.0K | 0.00% | −6,516−32.2% | Reduced |
| Ironsides Asset Advisors, LLC | 13,470 | $52.5K | 0.02% | +1,541+12.9% | Added |
| Quadrature Capital Ltd | 12,694 | $49.8K | 0.00% | −12,962−50.5% | Reduced |
| CI Private Wealth, LLC | 12,500 | $48.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,567 | $45.0K | 0.00% | +1,234+11.9% | Added |
| Procyon Private Wealth Partners, LLC | 11,229 | $43.8K | 0.00% | −4,326−27.8% | Reduced |
| Creative Planning | 10,844 | $42.3K | 0.00% | 00.0% | Unchanged |
| Old National Bancorp | 10,745 | $41.9K | 0.00% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 10,634 | $41.5K | 0.03% | +285+2.8% | Added |
| Virtu Financial LLC | 10,600 | $41.0K | 0.00% | −7,982−43.0% | Reduced |
| US Bancorp | 10,200 | $39.8K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,120 | $39.5K | 0.00% | +90+0.9% | Added |
| The PNC Financial Services Group, Inc. | 4,000 | $15.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,624 | $14.1K | 0.00% | +64+1.8% | Added |
| Fortitude Family Office, LLC | 3,000 | $11.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,795 | $10.9K | 0.00% | +295+11.8% | Added |
| AdvisorNet Financial, Inc | 2,500 | $9.75K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,188 | $8.53K | 0.00% | +2,188 | New |
| Proequities, Inc. | 1,928 | $7.59K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,610 | $6.28K | 0.00% | +1,610 | New |
| McIlrath & Eck, LLC | 1,447 | $5.64K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,404 | $5.48K | 0.00% | +1,404 | New |