Who Owns HIO?
Western Asset High Income Opportunity Fund, Inc. — Institutional Ownership & 13F Holdings
$3.69
+0.01 (+0.41%)
Market Cap
$359.5M
Shares Outstanding
95,099,215
Institutional Holders
96
Total Inst. Value
$95.1M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
24
Closed Positions
18
Increased
30
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $31.7M | 7,953,378 |
| 2 | Capital Investment Advisors, LLC | $14.1M | 3,530,186 |
| 3 | Penserra Capital Management LLC | $4.7M | 1,192,243 |
| 4 | FCA CORP /TX | $4.4M | 1,116,032 |
| 5 | SIT INVESTMENT ASSOCIATES INC | $4.0M | 1,013,258 |
| 6 | Invesco Ltd. | $4.0M | 996,303 |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.1M | 768,627 |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 571,166 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 560 |
| 10 | UBS Group AG | $2.1M | 534,579 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +791K | $31.7M |
| Capital Investment Advisors, LLC | +14K | $14.1M |
| FCA CORP /TX | +27K | $4.4M |
| RAYMOND JAMES FINANCIAL INC | +67K | $3.1M |
| EVERGREEN CAPITAL MANAGEMENT LLC | +26K | $2.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Pathstone Holdings, LLC | -2.4M | $2K |
| SIT INVESTMENT ASSOCIATES INC | -242K | $4.0M |
| Invesco Ltd. | -208K | $4.0M |
| JONES FINANCIAL COMPANIES LLLP | -169K | $31K |
| WELLS FARGO & COMPANY/MN | -144K | $2.1M |
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Frequently Asked Questions
How many institutional investors hold HIO?
As of Q1 2025, 96 institutional investors report holding HIO (Western Asset High Income Opportunity Fund, Inc.) in their 13F filings.
Which hedge fund owns the most HIO?
The largest institutional holder of HIO is MORGAN STANLEY with $31.7M in shares.
Are institutions buying or selling HIO?
This quarter, 24 institutions opened new positions in HIO and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.