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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

50 hedge funds and large institutions have $91.5M invested in Western Asset High Yield Opportunity Fund Inc in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

6% more funds holding

Funds holding: 47 → 50 (+3)

3% more capital invested

Capital invested by funds: $88.7M → $91.5M (+$2.78M)

0.25% more ownership

Funds ownership: 25.89% → 26.14% (+0.25%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.95M
2
SFS
Shaker Financial Services
Virginia
+$1.49M
3
SCM
Saba Capital Management
New York
+$524K
4
RCM
Robinson Capital Management
Michigan
+$523K
5
Citigroup
Citigroup
New York
+$474K

Top Sellers

Rank Fund Capital Flow
1
CC
Carlson Capital
Texas
-$2.31M
2
Morgan Stanley
Morgan Stanley
New York
-$1.41M
3
LCM
Landscape Capital Management
New Jersey
-$1.07M
4
GC
Guggenheim Capital
Illinois
-$547K
5
Invesco
Invesco
Georgia
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFEC
26
First Financial Equity Corporation
Arizona
$407K +$407K +26,700 New
LCM
27
Landscape Capital Management
New Jersey
$394K -$1.07M -70,423 -73%
CAN
28
Cetera Advisor Networks
California
$363K -$6.97K -457 -2%
DA
29
Doliver Advisors
Texas
$347K +$87.5K +5,735 +34%
CRC
30
Curi RMB Capital
Illinois
$318K -$146K -9,570 -32%
SIM
31
Sonora Investment Management
Arizona
$292K – – –
AG
32
Advisor Group
Arizona
$263K +$687 +45 +0.3%
KIM
33
Karpus Investment Management
New York
$238K +$236K +15,500 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$230K +$53.2K +3,487 +30%
HighTower Advisors
35
HighTower Advisors
Illinois
$219K +$218K +14,260 New
EWM
36
Evercore Wealth Management
New York
$125K +$124K +8,131 New
APSP
37
Asset Planning Services (Pennsylvania)
Pennsylvania
$52K – – –
PCP
38
Proficio Capital Partners
Massachusetts
$52K +$1.31K +86 +3%
Deutsche Bank
39
Deutsche Bank
Germany
$46K – – –
DADC
40
D.A. Davidson & Co
Montana
$38K – – –
FPB
41
First PREMIER Bank
South Dakota
$23K +$7.63K +500 +50%
PFO
42
Pathstone Family Office
New Jersey
$18K +$17.5K +1,147 New
AA
43
Apriem Advisors
California
$15K -$11.1K -730 -42%
NFG
44
Next Financial Group
Texas
$11K – – –
PCM
45
Penserra Capital Management
California
$8K +$1.62K +106 +24%
IA
46
IFP Advisors
Florida
$5K – – –
NSIM
47
North Star Investment Management
Illinois
$2K – – –
MA
48
MUFG Americas
New York
$2K +$1.5K +98 New
CC
49
Carlson Capital
Texas
– -$2.31M -153,333 Closed
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
– -$358K -23,818 Closed
1
2
3

HYI Hedge Fund Activity: Q1 2017 in Review

50 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2017, worth a combined $91.5M — up 3.1% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.95M. The largest seller was Carlson Capital, exiting entirely with an estimated $2.31M sold.

  • 50 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2017, up from 47 in Q4 2016.
  • Funds reported $91.5M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2017, up 3.1% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2017 and 4 closed out, a net change of +4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2017 was Rivernorth Capital Management, an estimated $2.95M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2017 was Carlson Capital, an estimated $2.31M sold.

Based on aggregated 13F filings for Q1 2017.