Western Asset Hi Inc. OpportHIO
13F holders, Q2 2026 (June 30)112holders −7
8new positions
15sold out
1famous investor
$3.65avg. 13F price*
At the end of Q2 2026, 112 institutions reported holding Western Asset Hi Inc. Opport (HIO) in their 13F filings, down 7 from Q1 2026. 8 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($42.9M), Sit Investment Associates Inc. ($10.3M) and Capital Investment Advisors, LLC ($8.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $616K |
| Exits | 15 | $943K |
All 13F filers, Q1 2026 → Q2 2026: 1,841,627 shares bought and 1,083,830 shares sold, net +757,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Morgan Stanley | 0.00% | Add +3.4% | 11,779,270 | $42.9M |
| Sit Investment Associates Inc. | 0.19% | Add +0.3% | 2,820,378 | $10.3M |
| Capital Investment Advisors, LLC | 0.11% | Reduce -8.3% | 2,329,618 | $8.5M |
| Penserra Capital Management LLC | 0.05% | Add +4.0% | 1,659,450 | $6.0M |
| Invesco Ltd. | 0.00% | Reduce -5.3% | 1,282,493 | $4.7M |
| Fca Corp. | 1.14% | Add +5.8% | 1,276,114 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +26.4% | 1,010,164 | $3.7M |
| Rareview Capital LLC | 2.01% | Add +30.6% | 903,653 | $3.6M |
| LPL Financial LLC | 0.00% | Add +29.0% | 969,899 | $3.5M |
| Shaker Financial Services, LLC | 0.73% | Add +25.3% | 642,498 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 637,104 | $2.3M |
| UBS Group AG | 0.00% | Reduce -6.8% | 561,032 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 548,932 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +12.1% | 531,238 | $1.9M |
| Kanen Wealth Management LLC | 0.44% | No change | 490,454 | $1.8M |
| Wolverine Asset Management LLC | 0.07% | Reduce -19.7% | 378,116 | $1.4M |
| Absolute Investment Advisers, LLC | 0.13% | Reduce -20.6% | 372,457 | $1.4M |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -9.4% | 333,688 | $1.2M |
| Bank of America Corp. | 0.00% | Reduce -3.6% | 305,060 | $1.1M |
| Pathway Financial Advisers, LLC | 0.26% | Add +2.3% | 285,886 | $1.0M |
| RFG Advisory, LLC | 0.02% | Reduce -4.6% | 273,827 | $997K |
| First Trust Advisors LP | 0.00% | Add +14.3% | 263,308 | $958K |
| Envestnet Asset Management Inc. | 0.00% | Add +41.1% | 239,445 | $872K |
| Pin Oak Investment Advisors Inc. | 0.60% | No change | 233,058 | $848K |
| Fortis Group Advisors, LLC | 0.12% | Reduce -2.0% | 206,291 | $751K |
| Calamos Advisors LLC | 0.00% | Add +7.1% | 175,495 | $639K |
| Quarry LP | 0.10% | Reduce -42.6% | 175,126 | $637K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 141,224 | $514K |
| Cetera Investment Advisers | 0.00% | Add +17.0% | 128,283 | $467K |
| Osaic Holdings, Inc. | 0.00% | Add +31.9% | 118,176 | $430K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 97,551 | $355K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 90,960 | $331K |
| Stifel Financial Corp. | 0.00% | Reduce -9.2% | 83,427 | $304K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 78,950 | $287K |
| Citadel Advisors | 0.00% | Add +173.5% | 77,036 | $280K |
| Truist Financial Corp. | 0.00% | No change | 72,159 | $263K |
| Kelleher Financial Advisors | 0.04% | Add +104.1% | 70,008 | $255K |
| NWF Advisory Services Inc. | 0.02% | Add +13.0% | 64,333 | $234K |
| XTX Topco Ltd | 0.00% | Add +72.8% | 60,930 | $222K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.3% | 59,236 | $216K |
| Everstar Asset Management, LLC | 0.09% | No change | 53,180 | $194K |
| Readystate Asset Management LP | 0.01% | New | 52,504 | $191K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +5.8% | 52,351 | $191K |
| Walled Lake Planning & Wealth Management, LLC | 0.05% | No change | 50,985 | $186K |
| Choreo, LLC | 0.00% | Reduce -8.9% | 50,189 | $183K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 44,676 | $163K |
| Logan Stone Capital, LLC | 0.03% | New | 43,421 | $158K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Add +2.5% | 41,770 | $152K |
| Global Retirement Partners, LLC | 0.00% | — | 37,877 | $138K |
| Virtu Financial LLC | 0.00% | Add +38.0% | 34,860 | $127K |
| Clearstead Advisors, LLC | 0.00% | No change | 34,375 | $125K |
| Wilson & Boucher Capital Management, LLC | 0.07% | No change | 32,975 | $120K |
| Accredited Investor Services, LLC | 0.07% | Add +2.3% | 32,142 | $117K |
| Dudley Capital Management, LLC | 0.05% | No change | 31,100 | $113K |
| Mercer Global Advisors Inc. | 0.00% | No change | 30,159 | $110K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.7% | 29,883 | $109K |
| Merit Financial Group, LLC | 0.00% | Add +5.3% | 26,830 | $98K |
| Uncommon Cents Investing LLC | 0.02% | No change | 26,327 | $96K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.4% | 25,835 | $94K |
| Corps Capital Advisors, LLC | 0.07% | No change | 25,000 | $91K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -5.0% | 24,714 | $90K |
| IMC-Chicago, LLC | 0.00% | New | 24,666 | $90K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.7% | 24,344 | $89K |
| Mariner, LLC | 0.00% | Reduce -14.4% | 23,824 | $87K |
| Creative Planning | 0.00% | Add +7.3% | 23,770 | $87K |
| &partners | 0.00% | Add +13.1% | 23,258 | $85K |
| Fifth Third Bancorp | 0.00% | Add +0.6% | 22,987 | $84K |
| Samalin Investment Counsel, LLC | 0.03% | Add +2.9% | 22,879 | $83K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -45.1% | 22,607 | $82K |
| Captrust Financial Advisors | 0.00% | New | 22,063 | $80K |
| Advisory Services Network, LLC | 0.00% | Add +12.8% | 21,997 | $80K |
| Fiera Capital Corp | 0.00% | Add +14.4% | 20,508 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.5% | 19,166 | $70K |
| Cape Investment Advisory, Inc. | 0.02% | No change | 18,300 | $67K |
| Evergreen Capital Management LLC | 0.00% | Reduce -0.0% | 16,633 | $61K |
| Savvy Advisors, Inc. | 0.00% | No change | 16,446 | $60K |
| Two Sigma Securities, LLC | 0.01% | Add +19.7% | 15,992 | $58K |
| Fourpath Capital Management, LLC | 0.01% | No change | 15,466 | $56K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 15,175 | $55K |
| Lido Advisors, LLC | 0.00% | New | 14,688 | $53K |
| Occidental Asset Management, LLC | 0.01% | No change | 13,786 | $50K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -0.0% | 13,399 | $49K |
| One Capital Management, LLC | 0.00% | No change | 12,895 | $47K |
| Jane Street Group, LLC | 0.00% | Reduce -68.6% | 12,826 | $47K |
| Steel Grove Capital Advisors, LLC | 0.00% | No change | 11,989 | $44K |
| RPg Family Wealth Advisory, LLC | 0.01% | No change | 11,667 | $42K |
| Equitable Holdings, Inc. | 0.00% | Add +1.6% | 11,618 | $42K |
| Alpine Global Management, LLC | 0.01% | New | 10,470 | $38K |
| Stonebrook Private Inc. | 0.01% | Add +3.0% | 10,469 | $38K |
| Nova Wealth Management, Inc. | 0.02% | No change | 10,450 | $38K |
| Wedbush Securities Inc. | 0.00% | Reduce -14.3% | 10,148 | $37K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.4% | 8,900 | $32K |
| US Bancorp \de | 0.00% | No change | 8,000 | $29K |
| Axiom Investment Management LLC | 0.02% | No change | 6,255 | $23K |
| WPG Advisers, LLC | 0.01% | Reduce -0.1% | 5,627 | $20K |
| Arax Advisory Partners | 0.00% | Add +104.8% | 5,120 | $19K |
| Spire Wealth Management | 0.00% | Add +3.0% | 3,110 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 2,602 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 1,700 | $6K |
| SHP Wealth Management | 0.00% | New | 1,500 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,254 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,094 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 750 | $3K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 587 | $2K |
| Allworth Financial LP | 0.00% | No change | 486 | $2K |
| MTM Investment Management, LLC | 0.00% | No change | 170 | $619 |
| Rockefeller Capital Management L.P. | 0.00% | No change | 114 | $415 |
| Harbour Investments, Inc. | 0.00% | No change | 21 | $76 |
| International Assets Investment Management, LLC | 0.00% | No change | 9 | $33 |
| Russell Investments Group, Ltd. | 0.00% | No change | 7 | $25 |
| Rothschild Investment LLC | 0.00% | No change | 3 | $11 |
| Parallel Advisors, LLC | 0.00% | New | 2 | $7 |
"% 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.