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HYI

Western Asset High Yield Opportunity Fund Inc

51 hedge funds and large institutions have $105M invested in Western Asset High Yield Opportunity Fund Inc in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

2% more funds holding

Funds holding: 5051 (+1)

0.08% less ownership

Funds ownership: 31.69%31.61% (-0.08%)

0% less capital invested

Capital invested by funds: $105M → $105M (-$341K)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$340K -$38.1K -2,605 -10%
SIM
27
Sonora Investment Management
Arizona
$277K
KIM
28
Karpus Investment Management
New York
$225K
SBIA
29
Sheaff Brock Investment Advisors
Indiana
$191K
CAN
30
Claraphi Advisory Network
United States
$182K -$12.9K -880 -7%
DA
31
Doliver Advisors
Texas
$156K -$96.5K -6,596 -38%
EVM
32
Eaton Vance Management
Massachusetts
$153K -$153K -10,478 -50%
BTS
33
BB&T Securities
Virginia
$152K +$153K +10,482 New
Citigroup
34
Citigroup
New York
$94K +$5.99K +409 +7%
PCP
35
Proficio Capital Partners
Massachusetts
$53K +$937 +64 +2%
APSP
36
Asset Planning Services (Pennsylvania)
Pennsylvania
$49K
Deutsche Bank
37
Deutsche Bank
Germany
$44K
AG
38
Advisor Group
Arizona
$41K +$29.5K +2,016 +251%
FPB
39
First PREMIER Bank
South Dakota
$22K
APA
40
American Portfolios Advisors
New York
$19K +$19.1K +1,303 New
SPIA
41
Steward Partners Investment Advisory
New York
$15K +$14.6K +1,000 New
QCIG
42
Quad-Cities Investment Group
Iowa
$8K +$7.76K +530 New
AF
43
Advisornet Financial
Minnesota
$7K -$8.78K -600 -55%
IA
44
IFP Advisors
Florida
$5K
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$5K +$4.92K +336 +6,720%
CF
46
Centaurus Financial
California
$4K +$4.39K +300 New
GWM
47
Geneos Wealth Management
Colorado
$3K -$3.76K -257 -55%
CAC
48
Certified Advisory Corp
Florida
$3K +$15 +1 +0.4%
SEI Investments
49
SEI Investments
Pennsylvania
$2K -$5.63K -385 -71%
NSIM
50
North Star Investment Management
Illinois
$2K

HYI Hedge Fund Activity: Q2 2018 in Review

51 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2018, worth a combined $105M — down 0.32% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 6 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $2.23M. The largest seller was Wells Fargo, cutting an estimated $4.35M.

  • 51 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2018, up from 50 in Q1 2018.
  • Funds reported $105M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2018, down 0.32% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2018 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2018 was BlackRock, an estimated $2.23M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2018 was Wells Fargo, an estimated $4.35M sold.

Based on aggregated 13F filings for Q2 2018.