Western Asset Hi Inc. OpportHIO
13F holders, Q1 2026 (March 31)119holders +3
17new positions
12sold out
1famous investor
$3.64avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, up 3 from Q4 2025. 17 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($41.4M), Sit Investment Associates Inc. ($10.2M) and Capital Investment Advisors, LLC ($9.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Western Asset Hi Inc. Opport
- CUSIP
- 95766K109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $2.0M |
| Exits | 12 | $2.7M |
All 13F filers, Q4 2025 → Q1 2026: 4,199,147 shares bought and 1,898,534 shares sold, net +2,300,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Morgan Stanley | 0.00% | Add +18.3% | 11,392,747 | $41.4M |
| Sit Investment Associates Inc. | 0.21% | Add +25.8% | 2,812,278 | $10.2M |
| Capital Investment Advisors, LLC | 0.13% | Reduce -12.1% | 2,539,012 | $9.2M |
| Penserra Capital Management LLC | 0.07% | Add +1.3% | 1,596,120 | $5.8M |
| Invesco Ltd. | 0.00% | Add +11.0% | 1,354,893 | $4.9M |
| Fca Corp. | 1.24% | Add +5.8% | 1,206,739 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 799,149 | $2.9M |
| Rareview Capital LLC | 1.61% | Add +20.8% | 691,641 | $2.8M |
| LPL Financial LLC | 0.00% | Add +95.3% | 752,004 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.4% | 664,969 | $2.4M |
| UBS Group AG | 0.00% | Add +12.6% | 601,872 | $2.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +4.7% | 548,932 | $2.0M |
| Shaker Financial Services, LLC | 0.65% | Reduce -16.4% | 512,974 | $1.9M |
| Kanen Wealth Management LLC | 0.64% | Add +2.1% | 490,454 | $1.8M |
| Wolverine Asset Management LLC | 0.09% | Reduce -26.5% | 470,947 | $1.7M |
| Absolute Investment Advisers, LLC | 0.20% | Add +43.4% | 469,158 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 473,862 | $1.7M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -7.7% | 368,306 | $1.4M |
| Bank of America Corp. | 0.00% | Reduce -11.8% | 316,605 | $1.1M |
| Quarry LP | 0.23% | New | 305,111 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +58.8% | 287,063 | $1.0M |
| Pathway Financial Advisers, LLC | 0.29% | Add +0.6% | 279,433 | $1.0M |
| Pin Oak Investment Advisors Inc. | 0.60% | Reduce -0.5% | 233,058 | $846K |
| First Trust Advisors LP | 0.00% | Reduce -4.3% | 230,383 | $836K |
| Fortis Group Advisors, LLC | 0.13% | Reduce -1.4% | 210,571 | $777K |
| Envestnet Asset Management Inc. | 0.00% | Add +27.5% | 169,738 | $616K |
| Calamos Advisors LLC | 0.00% | Add +13.5% | 163,795 | $595K |
| Royal Bank of Canada | 0.00% | Reduce -3.8% | 146,113 | $530K |
| Cetera Investment Advisers | 0.00% | Add +11.4% | 109,681 | $398K |
| Commonwealth Equity Services, LLC | 0.00% | Add +71.2% | 98,322 | $357K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 93,811 | $341K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 91,902 | $334K |
| Osaic Holdings, Inc. | 0.00% | Reduce -18.2% | 89,579 | $325K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 78,950 | $287K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $262K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 59,416 | $216K |
| NWF Advisory Services Inc. | 0.02% | Reduce -11.5% | 56,921 | $207K |
| Choreo, LLC | 0.00% | Add +19.2% | 55,115 | $200K |
| Everstar Asset Management, LLC | 0.10% | No change | 53,180 | $193K |
| Walled Lake Planning & Wealth Management, LLC | 0.05% | No change | 50,985 | $185K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.2% | 49,488 | $180K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 46,404 | $168K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -2.4% | 41,212 | $150K |
| Jane Street Group, LLC | 0.00% | Reduce -79.1% | 40,796 | $148K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.5% | 40,745 | $148K |
| Nomura Holdings Inc. | 0.00% | New | 37,500 | $136K |
| Independent Advisor Alliance | 0.00% | New | 36,873 | $134K |
| Susquehanna International Group, LLP | 0.00% | Add +1.4% | 36,325 | $132K |
| XTX Topco Ltd | 0.00% | Reduce -52.7% | 35,268 | $128K |
| Clearstead Advisors, LLC | 0.00% | No change | 34,375 | $125K |
| Kelleher Financial Advisors | 0.03% | Add +2.6% | 34,308 | $125K |
| Wilson & Boucher Capital Management, LLC | 0.08% | Reduce -8.7% | 32,975 | $120K |
| Accredited Investor Services, LLC | 0.07% | Add +30.5% | 31,422 | $114K |
| Dudley Capital Management, LLC | 0.05% | No change | 31,100 | $113K |
| Mercer Global Advisors Inc. | 0.00% | No change | 30,159 | $109K |
| NewEdge Advisors, LLC | 0.00% | Reduce -36.7% | 28,835 | $105K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +31.8% | 28,702 | $104K |
| Citadel Advisors | 0.00% | New | 28,169 | $102K |
| Mariner, LLC | 0.00% | Add +25.7% | 27,837 | $99K |
| Chapin Davis, Inc. | 0.02% | Reduce -7.9% | 26,909 | $98K |
| Uncommon Cents Investing LLC | 0.02% | No change | 26,327 | $96K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -36.2% | 26,017 | $94K |
| Merit Financial Group, LLC | 0.00% | Add +25.6% | 25,484 | $93K |
| Virtu Financial LLC | 0.00% | New | 25,265 | $92K |
| Corps Capital Advisors, LLC | 0.08% | No change | 25,000 | $91K |
| Park Avenue Securities LLC | 0.00% | Reduce -4.2% | 24,754 | $90K |
| Fifth Third Bancorp | 0.00% | New | 22,861 | $83K |
| Samalin Investment Counsel, LLC | 0.03% | Add +2.9% | 22,235 | $81K |
| Creative Planning | 0.00% | New | 22,147 | $80K |
| First Nebraska Trust Co | 0.01% | No change | 22,060 | $80K |
| &partners | 0.00% | Add +2.6% | 20,565 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 20,281 | $74K |
| Suncoast Equity Management | 0.01% | Add +6.1% | 20,036 | $73K |
| Advisory Services Network, LLC | 0.00% | Add +11.4% | 19,500 | $71K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 18,300 | $66K |
| Fiera Capital Corp | 0.00% | Reduce -58.3% | 17,933 | $65K |
| Evergreen Capital Management LLC | 0.00% | Add +3.8% | 16,634 | $60K |
| Private Advisor Group, LLC | 0.00% | New | 16,525 | $60K |
| Savvy Advisors, Inc. | 0.00% | New | 16,446 | $60K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $56K |
| Integrated Wealth Concepts LLC | 0.00% | New | 15,175 | $55K |
| Landscape Capital Management, L.L.C. | 0.00% | Reduce -88.7% | 14,827 | $54K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 14,200 | $52K |
| Pekin Hardy Strauss, Inc. | 0.01% | No change | 13,973 | $51K |
| Occidental Asset Management, LLC | 0.01% | Add +19.8% | 13,786 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +22.9% | 13,405 | $49K |
| Two Sigma Securities, LLC | 0.01% | Reduce -36.8% | 13,360 | $48K |
| One Capital Management, LLC | 0.00% | Add +10.3% | 12,895 | $47K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 11,989 | $44K |
| Wedbush Securities Inc. | 0.00% | No change | 11,843 | $43K |
| Equitable Holdings, Inc. | 0.00% | Add +2.1% | 11,429 | $42K |
| RPg Family Wealth Advisory, LLC | 0.01% | New | 11,667 | $42K |
| PCM Encore, LLC | 0.01% | New | 11,387 | $41K |
| Laurel Oak Wealth Management, LLC | 0.01% | No change | 10,913 | $40K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 10,900 | $40K |
| Nova Wealth Management, Inc. | 0.02% | No change | 10,450 | $38K |
| High Net Worth Advisory Group LLC | 0.01% | Add +2.9% | 10,355 | $38K |
| Stonebrook Private Inc. | 0.01% | New | 10,168 | $37K |
| US Bancorp \de | 0.00% | No change | 8,000 | $29K |
| MAI Capital Management | 0.00% | Reduce -40.3% | 6,467 | $23K |
"% of holder's portfolio" is HIO's weight in each manager's 13F, not the share of Western Asset Hi Inc. Opport the manager owns.