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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

54 hedge funds and large institutions have $83.8M invested in Western Asset High Yield Opportunity Fund Inc in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

0.11% more ownership

Funds ownership: 28.4% → 28.5% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less funds holding

Funds holding: 55 → 54 (-1)

12% less capital invested

Capital invested by funds: $95.5M → $83.8M (-$11.8M)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
23
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.71M
2
EGA
E&G Advisors
Texas
+$870K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$552K
4
CIA
Capital Investment Advisors
Georgia
+$410K
5
BI
Bramshill Investments
Florida
+$369K

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$1.63M
2
PMG
Private Management Group
California
-$1.5M
3
RCM
Rivernorth Capital Management
Florida
-$572K
4
Millennium Management
Millennium Management
New York
-$536K
5
LCM
Landscape Capital Management
New Jersey
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
26
Lindbrook Capital
California
$347K +$3.59K +242 +1%
AG
27
Advisor Group
Arizona
$319K +$53.2K +3,583 +20%
SFS
28
Shaker Financial Services
Virginia
$309K -$208K -14,039 -40%
SIM
29
Sonora Investment Management
Arizona
$284K – – –
BTS
30
BB&T Securities
Virginia
$210K +$6.69K +451 +3%
SBSB
31
Sullivan, Bruyette, Speros & Blaney
Virginia
$206K +$205K +13,793 New
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$196K – – –
CAN
33
Claraphi Advisory Network
United States
$185K +$10.8K +729 +6%
LPL Financial
34
LPL Financial
California
$182K -$16.5K -1,111 -8%
MML Investors Services
35
MML Investors Services
Massachusetts
$174K +$14.6K +983 +9%
Stifel Financial
36
Stifel Financial
Missouri
$173K -$1.65K -111 -1%
PWP
37
Principle Wealth Partners
Connecticut
$172K +$170K +11,464 New
SIA
38
Sit Investment Associates
Minnesota
$150K – – –
Citigroup
39
Citigroup
New York
$105K +$10.7K +721 +11%
RFM
40
Royal Fund Management
Florida
$91K +$60.1K +4,047 +199%
RIA
41
Realta Investment Advisors
Delaware
$54K +$53.6K +3,610 New
SWA
42
Sutton Wealth Advisors
Florida
$51K – – –
APSP
43
Asset Planning Services (Pennsylvania)
Pennsylvania
$51K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$44K +$44.5K +3,000 New
MGIA
45
Moneta Group Investment Advisors
Missouri
$40K -$534 -36 -1%
AF
46
Advisornet Financial
Minnesota
$25K – – –
Deutsche Bank
47
Deutsche Bank
Germany
$22K -$22.4K -1,511 -50%
FPB
48
First PREMIER Bank
South Dakota
$22K – – –
RCM
49
Rivernorth Capital Management
Florida
$13.4K -$572K -38,522 -4%
NFG
50
Next Financial Group
Texas
$11K – – –
1
2
3

HYI Hedge Fund Activity: Q2 2019 in Review

54 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2019, worth a combined $83.8M — down 12% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HYI positions and 3 closed out — a net gain of 1 holder — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.71M. The largest seller was Parametric Portfolio Associates, cutting an estimated $1.63M.

  • 54 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2019, down from 55 in Q1 2019.
  • Funds reported $83.8M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2019, down 12% quarter-over-quarter.
  • 4 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2019 and 3 closed out, a net change of +1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2019 was Wells Fargo, an estimated $1.71M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2019 was Parametric Portfolio Associates, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2019.