Grundlæggende statistik
| Institutionelle ejere | 114 total, 114 long only, 0 short only, 0 long/short - change of -5,74% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0632 % - change of -2,88% MRQ |
| Institutionelle aktier (lange) | 27.739.973 (ex 13D/G) - change of -2,01MM shares -6,77% MRQ |
| Institutionel værdi (lang) | $ 91.962 USD ($1000) |
Institutionelt ejerskab og aktionærer
Western Asset High Income Opportunity Fund Inc. (US:HIO) har 114 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 27,739,973 aktier. Største aktionærer omfatter Morgan Stanley, Capital Investment Advisors, LLC, Penserra Capital Management LLC, Invesco Ltd., Fca Corp /tx, Wells Fargo & Company/mn, Raymond James Financial Inc, Wolverine Asset Management Llc, Shaker Financial Services, LLC, and Rareview Capital LLC .
Western Asset High Income Opportunity Fund Inc. (NYSE:HIO) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of April 20, 2026 is 3,74 / share. Previously, on April 21, 2025, the share price was 3,73 / share. This represents an increase of 0,27% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about Western Asset High Income Opportunity Fund Inc..
Select a question to share a public post with an AI-crafted answer.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 18.300 | 0,00 | 68 | -4,29 | ||||
| 2026-02-11 | 13F | Fca Corp /tx | 1.140.561 | -3,96 | 4.231 | -7,21 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 2.620 | 0,00 | 10 | -10,00 | ||||
| 2026-02-05 | 13F | Wilson & Boucher Capital Management, LLC | 36.100 | 0,00 | 134 | -3,62 | ||||
| 2026-01-28 | 13F | Absolute Investment Advisers Llc | 327.231 | 1.225 | ||||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 98.413 | 3,51 | 365 | 0,00 | ||||
| 2026-01-30 | 13F | Samalin Investment Counsel, LLC | 21.617 | 3,71 | 80 | 0,00 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 10.355 | 2,91 | 38 | 0,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 16.033 | -19,97 | 59 | -23,38 | ||||
| 2026-01-29 | 13F | Calamos Advisors LLC | 144.295 | 535 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 9.632.812 | 3,44 | 35.738 | -0,06 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 109.510 | -11,68 | 406 | -16,29 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 21.786 | 67,60 | 81 | 63,27 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 195.056 | 111,69 | 724 | 104,82 | ||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 20.281 | 0,00 | 75 | -2,60 | ||||
| 2026-02-12 | 13F | Laurel Oak Wealth Management, Llc | 10.913 | 40 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.094 | -50,00 | 4 | -62,50 | ||||
| 2026-02-10 | 13F | Blue Barn Wealth, LLC | 16.446 | 61 | ||||||
| 2025-11-14 | 13F | Horizon Kinetics Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 133.124 | 0,88 | 494 | -2,57 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 8.000 | 0,00 | 30 | -3,33 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 9 | 0 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49.376 | 0,89 | 183 | -2,14 | ||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 21.147 | -3,28 | 78 | -6,02 | ||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 26.909 | -7,86 | 98 | -10,19 | ||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 4.000 | 0,00 | 15 | -6,67 | ||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 127.018 | 5,74 | 488 | 1,88 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 240.618 | -4,11 | 893 | -7,37 | ||||
| 2026-02-17 | 13F | XTX Topco Ltd | 74.557 | 277 | ||||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 640.496 | 141,37 | 2.376 | 133,40 | ||||
| 2026-02-12 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Truist Financial Corp | 72.159 | 0,00 | 268 | -3,61 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 17.500 | 0,00 | 65 | -4,48 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 10.839 | -57,06 | 40 | -58,33 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 27.152 | 101 | ||||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 234.308 | 0,72 | 1 | -100,00 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 1.574.987 | 10,20 | 6 | 0,00 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 30.093 | -78,34 | 0 | |||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 78.950 | 0,00 | 287 | -2,05 | ||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 4.192 | 27,65 | 16 | 25,00 | ||||
| 2026-01-29 | 13F | Comerica Bank | 28.983 | -10,33 | 108 | -13,71 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 151.874 | 18,02 | 564 | 14,17 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.254 | 0,00 | 5 | 0,00 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 13.786 | 19,83 | 50 | 19,05 | ||||
| 2026-02-13 | 13F | Landscape Capital Management, L.l.c. | 130.863 | 486 | ||||||
| 2026-02-02 | 13F | Dudley Capital Management, Llc | 31.100 | 0,00 | 115 | -3,36 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 22.144 | 0,87 | 82 | -2,38 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39.764 | -10,14 | 148 | -13,02 | ||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F/A | Suncoast Equity Management | 18.882 | 3,79 | 70 | 1,45 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 2.539.012 | -12,14 | 9.217 | -14,04 | ||||
| 2026-02-17 | 13F | Boothbay Fund Management, Llc | 42.202 | 157 | ||||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 34.375 | -33,51 | 128 | -35,86 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 25.484 | 25,57 | 93 | 22,67 | ||||
| 2026-02-13 | 13F | Corps Capital Advisors, LLC | 25.000 | 0,00 | 93 | -4,17 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 1.220.952 | 19,75 | 4.530 | 15,68 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 385.003 | 37,84 | 1.428 | 33,21 | ||||
| 2026-02-09 | 13F | MTM Investment Management, LLC | 170 | 0,00 | 1 | |||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 750 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 40.804 | -42,20 | 151 | -44,28 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 10.912 | 40 | ||||||
| 2026-02-12 | 13F | Marex Group plc | 67.142 | -25,29 | 249 | -27,83 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 42.419 | 157 | ||||||
| 2026-01-23 | 13F | Reuter James Wealth Management, Llc | 15.466 | 0,00 | 57 | -3,39 | ||||
| 2025-10-29 | 13F | QTR Family Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1 | 0 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 35.822 | -65,94 | 133 | -67,25 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 2.227 | 8 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 830 | 3 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 11.188 | 1,53 | 42 | -2,38 | ||||
| 2026-01-29 | 13F | UBS Group AG | 534.544 | -29,03 | 1.983 | -31,43 | ||||
| 2025-10-22 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 11.843 | 0,00 | 0 | |||||
| 2026-02-11 | 13F | Fiera Capital Corp | 42.967 | -91,09 | 159 | -91,41 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 702.709 | -0,72 | 2.607 | -4,08 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 10.900 | 0,00 | 40 | -2,44 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 24.754 | -4,23 | 0 | |||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 11.200 | 0,00 | 42 | -4,65 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 57.443 | 14,63 | 213 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 358.800 | -7,83 | 1.331 | -10,91 | ||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 26.327 | 0,00 | 96 | -2,06 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-03 | 13F | Encompass More Asset Management | 12.006 | 0,93 | 45 | -2,22 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 45.535 | -10,44 | 169 | -13,85 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | One Capital Management, LLC | 11.690 | 43 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 59.365 | 0,11 | 220 | -3,08 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 417.109 | 30,46 | 1.547 | 26,70 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 287.063 | 58,79 | 1.042 | 55,52 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 2.602 | 0,00 | 9 | 0,00 | ||||
| 2026-01-29 | 13F | Rareview Capital LLC | 572.495 | 2.279 | ||||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 10.450 | 0,00 | 38 | -2,63 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 776.289 | 13,46 | 2.880 | 9,63 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 190 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 30.159 | -8,95 | 112 | -12,60 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 12.704 | -27,95 | 47 | -29,85 | ||||
| 2026-02-09 | 13F | Green Square Capital Advisors Llc | 11.989 | 0,00 | 44 | -6,38 | ||||
| 2026-02-06 | 13F | Fortis Group Advisors, LLC | 213.476 | -1,01 | 805 | -3,37 | ||||
| 2026-02-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 50.985 | 0,00 | 189 | -3,08 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 1.700 | -77,92 | 6 | -79,31 | ||||
| 2026-01-30 | 13F | Pekin Hardy Strauss, Inc. | 13.973 | 0,00 | 52 | -3,77 | ||||
| 2026-03-03 | 13F | NWF Advisory Services Inc. | 64.333 | 0,00 | 239 | -3,64 | ||||
| 2026-02-06 | 13F | Pathway Financial Advisers, LLC | 277.703 | 1,97 | 1.030 | -1,44 | ||||
| 2026-01-26 | 13F | Shaker Financial Services, LLC | 613.763 | 191,02 | 2.277 | 178,70 | ||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 31.422 | 30,54 | 114 | 28,09 | ||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 3 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 46.404 | -61,19 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 486 | 0,00 | 2 | 0,00 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 2.290 | -17,83 | 8 | -20,00 | ||||
| 2026-01-30 | 13F | Jackson Hole Capital Partners, LLC | 14.200 | 0,00 | 53 | -3,70 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 90.113 | -30,76 | 334 | -33,07 | ||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 53.180 | 0,00 | 193 | -2,03 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 46.226 | 0,93 | 173 | -1,71 | ||||
| 2026-02-17 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 524.334 | 0,00 | 2 | -50,00 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Readystate Asset Management Lp | 477.054 | 410,13 | 1.770 | 392,76 | ||||
| 2026-01-20 | 13F | Wall Street Access Asset Management, LLC | 33.436 | 124 | ||||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 20.046 | 3,35 | 74 | 0,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 93.797 | 0,02 | 348 | -3,61 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 23.257 | 86 | ||||||
| 2026-02-18 | 13F | Kanen Wealth Management LLC | 480.454 | -31,07 | 2 | -99,96 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 398.939 | 1,16 | 1.480 | -3,01 |

