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HYI

Western Asset High Yield Opportunity Fund Inc

43 hedge funds and large institutions have $90.6M invested in Western Asset High Yield Opportunity Fund Inc in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

14% more capital invested

Capital invested by funds: $79.5M → $90.6M (+$11.1M)

0.17% more ownership

Funds ownership: 28.32%28.49% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

7% less funds holding

Funds holding: 4643 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
15
Reduced
12
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
26
B. Riley Wealth Management
Tennessee
$292K -$38.5K -2,860 -12%
TC
27
Telemus Capital
Michigan
$268K +$260K +19,300 New
SIM
28
Sonora Investment Management
Arizona
$265K
LPL Financial
29
LPL Financial
California
$203K +$195K +14,514 New
Truist Financial
30
Truist Financial
North Carolina
$188K -$10.9K -807 -6%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$170K
BCP
32
Berkeley Capital Partners
Georgia
$148K
Citigroup
33
Citigroup
New York
$65K -$33.7K -2,503 -35%
CT
34
Caldwell Trust
Florida
$63K -$26.4K -1,960 -30%
PWP
35
Principle Wealth Partners
Connecticut
$48K +$46.2K +3,429 New
RIM
36
Rockbridge Investment Management
New York
$42K +$40.9K +3,040 New
SWA
37
Sutton Wealth Advisors
Florida
$28.4K
FPB
38
First PREMIER Bank
South Dakota
$21K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$16K +$2.03K +151 +16%
AF
40
Advisornet Financial
Minnesota
$10K
OPS
41
Orion Portfolio Solutions
Nebraska
$1K +$835 +62 New
KIM
42
Karpus Investment Management
New York
-$218K -17,650 Closed
Walleye Capital
43
Walleye Capital
New York
-$202K -16,317 Closed
LCM
44
Landscape Capital Management
New Jersey
-$162K -13,171 Closed
CRC
45
Curi RMB Capital
Illinois
-$161K -13,045 Closed
CCB
46
Cutter & Co Brokerage
Missouri
-$162K -11,781 Closed
AA
47
AQR Arbitrage
Connecticut
-$133K -10,786 Closed
CAN
48
Claraphi Advisory Network
United States
-$110K -8,926 Closed
RFM
49
Royal Fund Management
Florida
-$97K -7,919 Closed
HIA
50
Harbor Investment Advisory
Maryland
-$67K -5,400 Closed

HYI Hedge Fund Activity: Q2 2020 in Review

43 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2020, worth a combined $90.6M — up 14% from $79.5M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of HYI and 9 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 15 added.

The largest buyer was Camelot Portfolios, opening a new position worth an estimated $1.84M. The largest seller was Wells Fargo, cutting an estimated $1.25M.

  • 43 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2020, down from 46 in Q1 2020.
  • Funds reported $90.6M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2020, up 14% quarter-over-quarter.
  • 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2020 and 12 closed out, a net change of -3 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2020 was Camelot Portfolios, an estimated $1.84M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2020 was Wells Fargo, an estimated $1.25M sold.

Based on aggregated 13F filings for Q2 2020.