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 2024
Institutional positions in Western Asset High Income Opportunity Fund Inc. as of Jun 30, 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
- 98
- −4 vs. Q1 2024
- Shares held
- 31.0M
- −2.52M (−7.5%) vs. Q1 2024
- Total value
- $118.0M
- −$12.7M (−9.7%) vs. Q1 2024
- New holders
- 11
- 40 more added
- Sold out
- 15
- 22 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Asset High Income Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,098,536 | $19.4M | 0.00% | +625,604+14.0% | Added |
| Rivernorth Capital Management, LLC | 3,406,468 | $13.0M | 0.61% | −552,435−14.0% | Reduced |
| Capital Investment Advisors, LLC | 3,274,283 | $12.5M | 0.28% | +112,140+3.5% | Added |
| Pathstone Holdings, LLC | 2,243,008 | $8.55M | 0.04% | +442,213+24.6% | Added |
| Allspring Global Investments Holdings, LLC | 1,815,381 | $6.92M | 0.01% | +719,434+65.6% | Added |
| Invesco Ltd. | 1,160,210 | $4.42M | 0.00% | +37,857+3.4% | Added |
| Sit Investment Associates Inc | 1,126,835 | $4.29M | 0.10% | +236,698+26.6% | Added |
| Fca Corp | 1,019,072 | $3.88M | 1.24% | +17,476+1.7% | Added |
| Guggenheim Capital LLC | 927,755 | $3.53M | 0.03% | +1440.0% | Added |
| 1607 Capital Partners, LLC | 695,175 | $2.65M | 0.24% | −102,800−12.9% | Reduced |
| Wells Fargo & Company | 661,489 | $2.52M | 0.00% | +101,027+18.0% | Added |
| Raymond James & Associates | 617,407 | $2.35M | 0.00% | +389,067+170.4% | Added |
| Bank of America Corp | 549,299 | $2.09M | 0.00% | +892+0.2% | Added |
| Evergreen Capital Management LLC | 541,972 | $2.08M | 0.08% | +30,005+5.9% | Added |
| Thrivent Financial for Lutherans | 525,334 | $2.00M | 0.00% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 510,452 | $1.99M | 0.08% | −8,861−1.7% | Reduced |
| Landscape Capital Management, L.L.C. | 494,961 | $1.89M | 0.16% | +393,994+390.2% | Added |
| RFG Advisory, LLC | 492,947 | $1.88M | 0.06% | +5,175+1.1% | Added |
| UBS Group AG | 489,357 | $1.86M | 0.00% | −42,947−8.1% | Reduced |
| Fiera Capital Corp | 453,857 | $1.73M | 0.01% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 422,874 | $1.61M | 0.14% | −602,469−58.8% | Reduced |
| Envestnet Asset Management Inc | 384,447 | $1.46M | 0.00% | +44,148+13.0% | Added |
| Park Avenue Securities LLC | 269,510 | $1.03M | 0.01% | +15,410+6.1% | Added |
| Pathway Financial Advisers, LLC | 262,557 | $1.00M | 0.36% | +5,682+2.2% | Added |
| First Trust Advisors LP | 242,800 | $925.1K | 0.00% | +9,502+4.1% | Added |
| Royal Bank of Canada | 232,667 | $886.0K | 0.00% | −117,259−33.5% | Reduced |
| Pin Oak Investment Advisors Inc | 228,408 | $870.0K | 0.83% | +5,504+2.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 201,748 | $768.7K | 0.27% | +39,387+24.3% | Added |
| Stifel Financial Corp | 194,408 | $740.7K | 0.00% | −10,792−5.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 179,082 | $682.3K | 0.00% | +7,146+4.2% | Added |
| Wela Strategies, Inc. | 176,091 | $670.9K | 0.31% | +6,638+3.9% | Added |
| Atria Wealth Solutions, Inc. | 104,716 | $402.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 93,587 | $356.6K | 0.00% | −7,843−7.7% | Reduced |
| Cetera Investment Advisers | 80,782 | $307.8K | 0.00% | −9,990−11.0% | Reduced |
| GWM Advisors LLC | 80,335 | $306.1K | 0.00% | −3,178−3.8% | Reduced |
| Melfa Wealth Management, LLC | 78,950 | $300.8K | 0.21% | +60,000+316.6% | Added |
| Truist Financial Corp | 72,159 | $274.9K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 72,088 | $274.7K | 0.03% | −4,142,308−98.3% | Reduced |
| Oppenheimer & Co Inc | 67,945 | $258.9K | 0.00% | −399−0.6% | Reduced |
| Mariner, LLC | 67,212 | $256.1K | 0.00% | +12,412+22.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 64,853 | $247.0K | 0.00% | +3,127+5.1% | Added |
| Advisor Group Holdings, Inc. | 61,083 | $232.7K | 0.00% | −23,822−28.1% | Reduced |
| Integrated Capital Management, Inc. | 57,601 | $219.5K | 0.18% | +14,558+33.8% | Added |
| LPL Financial LLC | 55,439 | $211.2K | 0.00% | −776−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 54,250 | $206.7K | 0.04% | −17,500−24.4% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 50,985 | $194.3K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 48,446 | $184.6K | 0.00% | +48,446 | New |
| Comerica Bank | 41,300 | $157.4K | 0.00% | +1,882+4.8% | Added |
| Alpine Global Management, LLC | 40,000 | $152.4K | 0.03% | +40,000 | New |
| Lakeview Capital Partners, LLC | 37,764 | $147.3K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 38,369 | $146.2K | 0.02% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 38,000 | $144.8K | 0.11% | −2,500−6.2% | Reduced |
| Chapin Davis, Inc. | 37,999 | $144.8K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 37,301 | $142.0K | 0.00% | +2,030+5.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 36,691 | $139.8K | 0.02% | +923+2.6% | Added |
| Fortis Group Advisors, LLC | 35,660 | $135.9K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 34,375 | $131.0K | 0.00% | +34,375 | New |
| Hennion & Walsh Asset Management, Inc. | 33,672 | $128.3K | 0.01% | −176,998−84.0% | Reduced |
| Dudley Capital Management, LLC | 31,100 | $118.5K | 0.07% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 31,087 | $118.4K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 30,942 | $117.9K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 27,183 | $103.6K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 26,327 | $100.3K | 0.03% | +500+1.9% | Added |
| Wall Street Access Asset Management, LLC | 25,338 | $96.5K | 0.04% | +25,338 | New |
| Cresset Asset Management, LLC | 24,258 | $93.3K | 0.00% | +24,258 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22,602 | $86.1K | 0.00% | +5,127+29.3% | Added |
| Capital Wealth Alliance, LLC | 20,547 | $78.3K | 0.04% | +404+2.0% | Added |
| Wedbush Securities Inc | 18,738 | $71.0K | 0.00% | +1,324+7.6% | Added |
| HighTower Advisors, LLC | 18,950 | $71.0K | 0.00% | +3,342+21.4% | Added |
| Raymond James Trust N.A. | 18,003 | $68.6K | 0.00% | +3,361+23.0% | Added |
| Quantum Private Wealth, LLC | 17,439 | $66.4K | 0.02% | 00.0% | Unchanged |
| Suncoast Equity Management | 15,914 | $60.6K | 0.01% | −14,767−48.1% | Reduced |
| HRT Financial LP | 15,769 | $60.0K | 0.00% | −435−2.7% | Reduced |
| Reuter James Wealth Management, LLC | 15,466 | $58.9K | 0.04% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 15,649 | $58.8K | 0.00% | +15,649 | New |
| Integrated Wealth Concepts LLC | 15,175 | $57.8K | 0.00% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 14,630 | $56.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 13,603 | $52.0K | 0.00% | −94−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 12,967 | $49.4K | 0.00% | +12,967 | New |
| CI Private Wealth, LLC | 12,500 | $47.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,300 | $46.9K | 0.00% | +12,300 | New |
| Meridian Wealth Management, LLC | 11,200 | $42.7K | 0.01% | +11,200 | New |
| Hyperion Partners, LLC | 10,933 | $41.7K | 0.03% | +299+2.8% | Added |
| Procyon Private Wealth Partners, LLC | 10,548 | $40.2K | 0.00% | −681−6.1% | Reduced |
| Equitable Holdings, Inc. | 10,265 | $39.1K | 0.00% | +145+1.4% | Added |
| US Bancorp | 8,533 | $32.5K | 0.00% | −1,667−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 5,929 | $22.6K | 0.00% | +1,929+48.2% | Added |
| Global Retirement Partners, LLC | 3,727 | $14.2K | 0.00% | +103+2.8% | Added |
| Larson Financial Group LLC | 2,795 | $10.7K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,500 | $9.53K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,188 | $8.34K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,928 | $7.41K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 516 | $1.97K | 0.00% | +14+2.8% | Added |
| South State Corp. | 326 | $1.24K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 190 | $724 | 0.00% | +190 | New |
| Rothschild Investment LLC | 3 | $11 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $4 | 0.00% | – | – |
| Strategic Financial Concepts, LLC | 20,670 | – | – | +20,670 | New |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −67,551−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −66,304−100.0% | Sold out |