Who Owns HIX?
Western Asset High Income Fund II, Inc. — Institutional Ownership & 13F Holdings
$4.04
+0.07 (+1.77%)
Market Cap
$374.2M
Shares Outstanding
90,069,708
Institutional Holders
83
Total Inst. Value
$74.3M
% of Float Held
—
QoQ Holder Change
+44
Institutional data as of Q1 2025
New Positions
25
Closed Positions
9
Increased
26
Decreased
17
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | UBS Group AG | $13.8M | 3,289,656 |
| 2 | Penserra Capital Management LLC | $10.0M | 2,396,505 |
| 3 | WELLS FARGO & COMPANY/MN | $9.2M | 2,195,124 |
| 4 | MORGAN STANLEY | $6.0M | 1,432,268 |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.4M | 1,286 |
| 6 | Invesco Ltd. | $4.1M | 984,945 |
| 7 | AMERIPRISE FINANCIAL INC | $3.5M | 844,047 |
| 8 | Shaker Financial Services, LLC | $2.6M | 609,954 |
| 9 | ABSOLUTE INVESTMENT ADVISERS, LLC | $2.1M | 504,744 |
| 10 | Rareview Capital LLC | $1.5M | 351,897 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| UBS Group AG | +154K | $13.8M |
| WELLS FARGO & COMPANY/MN | +526K | $9.2M |
| Invesco Ltd. | +16K | $4.1M |
| AMERIPRISE FINANCIAL INC | +63K | $3.5M |
| Shaker Financial Services, LLC | +342K | $2.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Penserra Capital Management LLC | -265K | $10.0M |
| NewEdge Advisors, LLC | -241K | $1.3M |
| MORGAN STANLEY | -89K | $6.0M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | -65K | $474K |
| COHEN & STEERS, INC. | -45K | $1.1M |
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Frequently Asked Questions
How many institutional investors hold HIX?
As of Q1 2025, 83 institutional investors report holding HIX (Western Asset High Income Fund II, Inc.) in their 13F filings.
Which hedge fund owns the most HIX?
The largest institutional holder of HIX is UBS Group AG with $13.8M in shares.
Are institutions buying or selling HIX?
This quarter, 25 institutions opened new positions in HIX and 9 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.