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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

55 hedge funds and large institutions have $95.5M invested in Western Asset High Yield Opportunity Fund Inc in 2019 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

0% more capital invested

Capital invested by funds: $95.2M → $95.5M (+$367K)

0% more funds holding

Funds holding: 55 → 55 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

3.34% less ownership

Funds ownership: 31.74% → 28.4% (-3.3%)

Holders
55
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$1.8M
2
SFS
Shaker Financial Services
Virginia
+$495K
3
Millennium Management
Millennium Management
New York
+$495K
4
EGA
E&G Advisors
Texas
+$443K
5
Bank of America
Bank of America
North Carolina
+$423K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$6.93M
2
BlackRock
BlackRock
New York
-$2M
3
PPA
Parametric Portfolio Associates
Washington
-$1.73M
4
AC
Almitas Capital
California
-$1.58M
5
RCM
Rivernorth Capital Management
Florida
-$1.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$434K +$14.3K +1,000 +4%
LC
27
Lindbrook Capital
California
$339K +$328K +22,984 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$326K +$315K +22,054 New
SIM
29
Sonora Investment Management
Arizona
$281K – – –
AG
30
Advisor Group
Arizona
$262K +$159K +11,150 +170%
BTS
31
BB&T Securities
Virginia
$201K +$8.85K +620 +5%
LPL Financial
32
LPL Financial
California
$196K -$58K -4,065 -23%
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$193K – – –
CAN
34
Claraphi Advisory Network
United States
$172K -$8.38K -587 -5%
Stifel Financial
35
Stifel Financial
Missouri
$171K +$15.5K +1,088 +10%
MML Investors Services
36
MML Investors Services
Massachusetts
$157K +$152K +10,626 New
EVM
37
Eaton Vance Management
Massachusetts
$153K – – –
SIA
38
Sit Investment Associates
Minnesota
$148K +$143K +10,000 New
Citigroup
39
Citigroup
New York
$94K +$3.75K +263 +4%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$64K +$58.6K +4,103 +1,973%
SWA
41
Sutton Wealth Advisors
Florida
$50.3K +$48.7K +3,408 New
APSP
42
Asset Planning Services (Pennsylvania)
Pennsylvania
$50K – – –
Deutsche Bank
43
Deutsche Bank
Germany
$44K – – –
MGIA
44
Moneta Group Investment Advisors
Missouri
$40K +$38.7K +2,708 New
RFM
45
Royal Fund Management
Florida
$30K +$29.1K +2,037 New
AF
46
Advisornet Financial
Minnesota
$25K +$17.1K +1,200 +240%
FPB
47
First PREMIER Bank
South Dakota
$22K – – –
NFG
48
Next Financial Group
Texas
$11K – – –
NFH
49
NEXT Financial Holdings
Texas
$11K +$10.4K +727 New
QCIG
50
Quad-Cities Investment Group
Iowa
$8K – – –
1
2
3

HYI Hedge Fund Activity: Q1 2019 in Review

55 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2019, worth a combined $95.5M — up 0.39% from $95.2M a quarter earlier.

Fund positioning in HYI was balanced in Q1 2019: 12 funds opened new positions, 12 closed out, 19 added to existing stakes and 12 trimmed.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $1.8M. The largest seller was Saba Capital Management, exiting entirely with an estimated $6.93M sold.

  • 55 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $95.5M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2019, up 0.39% quarter-over-quarter.
  • 12 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2019 and 12 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2019 was Bramshill Investments, an estimated $1.8M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2019 was Saba Capital Management, an estimated $6.93M sold.

Based on aggregated 13F filings for Q1 2019.