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HYI

Western Asset High Yield Opportunity Fund Inc

47 hedge funds and large institutions have $88.7M invested in Western Asset High Yield Opportunity Fund Inc in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

9% more funds holding

Funds holding: 4347 (+4)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.28% less ownership

Funds ownership: 26.17%25.89% (-0.28%)

3% less capital invested

Capital invested by funds: $91.9M → $88.7M (-$3.18M)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
14
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$364K -$358K -23,967 -50%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$358K +$83K +5,562 +30%
Citigroup
28
Citigroup
New York
$342K +$271K +18,175 +401%
SIM
29
Sonora Investment Management
Arizona
$286K
AG
30
Advisor Group
Arizona
$256K -$11.8K -793 -4%
DA
31
Doliver Advisors
Texas
$253K +$251K +16,836 New
TSS
32
Two Sigma Securities
New York
$239K +$238K +15,922 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$173K +$18.2K +1,216 +12%
SG Americas Securities
34
SG Americas Securities
New York
$148K +$147K +9,824 New
APSP
35
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K
PCP
36
Proficio Capital Partners
Massachusetts
$50K +$1.03K +69 +2%
Deutsche Bank
37
Deutsche Bank
Germany
$45K
DADC
38
D.A. Davidson & Co
Montana
$37K
AA
39
Apriem Advisors
California
$26K +$25.8K +1,730 New
MFS
40
MSI Financial Services
Massachusetts
$20K
FPB
41
First PREMIER Bank
South Dakota
$15K
NFG
42
Next Financial Group
Texas
$11K
PCM
43
Penserra Capital Management
California
$6K +$1.84K +123 +38%
IA
44
IFP Advisors
Florida
$5K
NSIM
45
North Star Investment Management
Illinois
$2K
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
-$346K -22,450 Closed
CWM
47
Concert Wealth Management
California
-$168K -10,912 Closed
ACS
48
Archford Capital Strategies
Illinois
-$15K -999 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
+$75 +5 New

HYI Hedge Fund Activity: Q4 2016 in Review

47 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2016, worth a combined $88.7M — down 3.5% from $91.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new HYI positions and 3 closed out — a net gain of 4 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Private Management Group, adding an estimated $2.24M. The largest seller was Wells Fargo, cutting an estimated $2.56M.

  • 47 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2016, up from 43 in Q3 2016.
  • Funds reported $88.7M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2016, down 3.5% quarter-over-quarter.
  • 7 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2016 was Private Management Group, an estimated $2.24M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2016 was Wells Fargo, an estimated $2.56M sold.

Based on aggregated 13F filings for Q4 2016.