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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

46 hedge funds and large institutions have $79.5M invested in Western Asset High Yield Opportunity Fund Inc in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

1.39% more ownership

Funds ownership: 26.93% → 28.32% (+1.4%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less funds holding

Funds holding: 47 → 46 (-1)

17% less capital invested

Capital invested by funds: $95.9M → $79.5M (-$16.4M)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
16
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$7.69M
2
RCM
Rivernorth Capital Management
Florida
+$3.02M
3
COLIM
City of London Investment Management
United Kingdom
+$1.99M
4
Wells Fargo
Wells Fargo
California
+$1.85M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$988K

Top Sellers

Rank Fund Capital Flow
1
PMG
Private Management Group
California
-$8.98M
2
PPA
Parametric Portfolio Associates
Washington
-$2.69M
3
Millennium Management
Millennium Management
New York
-$1.02M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$800K
5
CIA
Capital Investment Advisors
Georgia
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$176K – – –
CCB
27
Cutter & Co Brokerage
Missouri
$162K +$173K +11,781 New
LCM
28
Landscape Capital Management
New Jersey
$162K +$194K +13,171 New
CRC
29
Curi RMB Capital
Illinois
$161K +$192K +13,045 New
Stifel Financial
30
Stifel Financial
Missouri
$158K -$49.6K -3,371 -21%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$150K -$13.2K -900 -7%
AA
32
AQR Arbitrage
Connecticut
$133K +$159K +10,786 New
BCP
33
Berkeley Capital Partners
Georgia
$131K +$156K +10,600 New
GHAM
34
Gilman Hill Asset Management
Connecticut
$123K – – –
CAN
35
Claraphi Advisory Network
United States
$110K -$60.7K -4,128 -32%
RFM
36
Royal Fund Management
Florida
$97K +$6.22K +423 +6%
Citigroup
37
Citigroup
New York
$89K -$17K -1,156 -14%
CT
38
Caldwell Trust
Florida
$79.8K – – –
HIA
39
Harbor Investment Advisory
Maryland
$67K – – –
SWA
40
Sutton Wealth Advisors
Florida
$25.1K -$20.2K -1,376 -40%
WAM
41
Wolverine Asset Management
Illinois
$20K +$24.9K +1,691 New
FPB
42
First PREMIER Bank
South Dakota
$18K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$12K +$14.3K +969 New
AF
44
Advisornet Financial
Minnesota
$9K -$14.7K -1,000 -59%
EWM
45
EPG Wealth Management
Georgia
$7K +$8.89K +604 New
WQ
46
Wealth Quarterback
New Jersey
$1 +$74 +5 +1%
PMG
47
Private Management Group
California
– -$8.98M -573,600 Closed
PPA
48
Parametric Portfolio Associates
Washington
– -$2.69M -171,619 Closed
Millennium Management
49
Millennium Management
New York
– -$1.02M -65,000 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$800K -51,116 Closed
1
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3

HYI Hedge Fund Activity: Q1 2020 in Review

46 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2020, worth a combined $79.5M — down 17% from $95.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYI positions and 11 closed out — a net gain of 1 holder — while 16 added to existing stakes and 11 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.69M. The largest seller was Private Management Group, exiting entirely with an estimated $8.98M sold.

  • 46 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2020, down from 47 in Q4 2019.
  • Funds reported $79.5M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2020, down 17% quarter-over-quarter.
  • 12 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2020 and 11 closed out, a net change of +1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2020 was Bramshill Investments, an estimated $7.69M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2020 was Private Management Group, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2020.