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HYI

Western Asset High Yield Opportunity Fund Inc

47 hedge funds and large institutions have $95.9M invested in Western Asset High Yield Opportunity Fund Inc in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more capital invested

Capital invested by funds: $85.9M → $95.9M (+$9.95M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1.01% less ownership

Funds ownership: 27.94%26.93% (-1%)

2% less funds holding

Funds holding: 4847 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
16
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
26
FNY Investment Advisers
New York
$304K +$294K +19,253 +11,194%
SIM
27
Sonora Investment Management
Arizona
$297K
Stifel Financial
28
Stifel Financial
Missouri
$257K +$459 +30 +0.2%
LC
29
Lindbrook Capital
California
$235K -$172K -11,226 -43%
Truist Financial
30
Truist Financial
North Carolina
$223K +$218K +14,242 New
AG
31
Advisor Group
Arizona
$221K -$105K -6,876 -33%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$205K
CAN
33
Claraphi Advisory Network
United States
$204K +$6.51K +426 +3%
GHAM
34
Gilman Hill Asset Management
Connecticut
$157K
Citigroup
35
Citigroup
New York
$131K +$51.8K +3,389 +68%
RFM
36
Royal Fund Management
Florida
$117K +$13.4K +874 +13%
CT
37
Caldwell Trust
Florida
$101K +$98.9K +6,470 New
HIA
38
Harbor Investment Advisory
Maryland
$85K +$82.6K +5,400 New
SWA
39
Sutton Wealth Advisors
Florida
$53.3K
SPIA
40
Steward Partners Investment Advisory
New York
$46K
AF
41
Advisornet Financial
Minnesota
$27K
FPB
42
First PREMIER Bank
South Dakota
$23K
NFG
43
Next Financial Group
Texas
$11K
APA
44
American Portfolios Advisors
New York
$8.78K -$3.13K -205 -27%
WQ
45
Wealth Quarterback
New Jersey
$6.14K +$5.99K +392 New
ASN
46
Advisory Services Network
Georgia
$1K -$1.76K -115 -69%
RCM
47
Rivernorth Capital Management
Florida
-$10.4K -689,265 Closed
LPL Financial
48
LPL Financial
California
-$176K -11,596 Closed
PWP
49
Principle Wealth Partners
Connecticut
-$174K -11,464 Closed
APSP
50
Asset Planning Services (Pennsylvania)
Pennsylvania
-$51K -3,383 Closed

HYI Hedge Fund Activity: Q4 2019 in Review

47 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2019, worth a combined $95.9M — up 12% from $85.9M a quarter earlier.

Fund positioning in HYI was balanced in Q4 2019: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 15 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $8.87M. The largest seller was Private Management Group, cutting an estimated $3.43M.

  • 47 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2019, down from 48 in Q3 2019.
  • Funds reported $95.9M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2019, up 12% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2019 and 6 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2019 was Bramshill Investments, an estimated $8.87M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2019 was Private Management Group, an estimated $3.43M sold.

Based on aggregated 13F filings for Q4 2019.