WESTERN ASSET HI INC OPPORT (HIO) Institutional Ownership Changes & 13F Activity

WESTERN ASSET HI INC OPPORT (HIO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Morgan Stanley, Wells Fargo & Company/Mn, Quarry Lp, and Penserra Capital Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+48,867+173.5%77,036$280.41KQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+189+1.7%11,618$42.29KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+1,282,4931,282,493$4.67MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+211,015+26.4%1,010,164$3.68MQ2 2026Aug 14, 2026
Quarry LpSell-129,985-42.6%175,126$637.46KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+57,376+12.1%531,238$1.91MQ2 2026Aug 14, 2026
Readystate Asset Management LpBuy+52,50452,504$191.12KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+43,42143,421$158.05KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+28,597+31.9%118,176$430.15KQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-27,970-68.6%12,826$46.69KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-27,865-4.2%637,104$2.32MQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+25,662+72.8%60,930$221.78KQ2 2026Aug 14, 2026
Boothbay Fund Management, LlcSell-18,605-45.1%22,607$82.29KQ2 2026Aug 14, 2026
Bank Of America CorpSell-11,545-3.6%305,060$1.11MQ2 2026Aug 14, 2026
Alpine Global Management, LlcBuy+10,47010,470$38.11KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-6,442-17.7%29,883$108.77KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,889-3.3%141,224$514.00KQ2 2026Aug 14, 2026
&PartnersBuy+2,693+13.1%23,258$84.66KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+2,632+19.7%15,992$58.21KQ2 2026Aug 14, 2026
Stonebrook Private Inc.Buy+301+3.0%10,469$38.10KQ2 2026Aug 14, 2026
Morgan StanleyBuy+386,523+3.4%11,779,270$42.88MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+63,330+4.0%1,659,450$6.04MQ2 2026Aug 13, 2026
Ubs Group AgSell-40,840-6.8%561,032$2.04MQ2 2026Aug 13, 2026
Captrust Financial AdvisorsBuy+22,06322,063$80.31KQ2 2026Aug 13, 2026
Virtu Financial LlcBuy+9,595+38.0%34,860$127.00KQ2 2026Aug 13, 2026
Mariner, LlcSell-4,013-14.4%23,824$86.72KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-2,851-3.0%90,960$331.09KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+25,83525,835$94.04KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+18,602+17.0%128,283$466.95KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-8,475-9.2%83,427$303.68KQ2 2026Aug 12, 2026
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Frequently asked questions about HIO activity

  • Which institutional owners are buying HIO?

    Institutional owners buying HIO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HIO activity?

    "Buy" means an investor increased their reported position in HIO compared to the prior reporting period. This reflects growing exposure to WESTERN ASSET HI INC OPPORT (HIO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HIO increasing?

    Institutional interest in HIO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.