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HYI

Western Asset High Yield Opportunity Fund Inc

43 hedge funds and large institutions have $89.7M invested in Western Asset High Yield Opportunity Fund Inc in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

0.27% less ownership

Funds ownership: 28.49%28.23% (-0.27%)

1% less capital invested

Capital invested by funds: $90.6M → $89.7M (-$824K)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
4
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Sit Investment Associates
Minnesota
$346K +$354K +24,683 New
Stifel Financial
27
Stifel Financial
Missouri
$296K
TC
28
Telemus Capital
Michigan
$274K
SIM
29
Sonora Investment Management
Arizona
$267K
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$266K +$272K +18,992 New
LPL Financial
31
LPL Financial
California
$202K -$1.71K -119 -0.8%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$171K
Truist Financial
33
Truist Financial
North Carolina
$161K -$27.7K -1,929 -14%
BCP
34
Berkeley Capital Partners
Georgia
$149K
Citigroup
35
Citigroup
New York
$66K +$215 +15 +0.3%
RIM
36
Rockbridge Investment Management
New York
$43K
SWA
37
Sutton Wealth Advisors
Florida
$28.5K
FPB
38
First PREMIER Bank
South Dakota
$21K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$16K
Barclays
40
Barclays
United Kingdom
$16K +$14.7K +1,024 New
AF
41
Advisornet Financial
Minnesota
$10K
TF
42
TimeScale Financial
Massachusetts
$7K +$7.17K +500 New
CT
43
Caldwell Trust
Florida
-$63K -4,510 Closed
PWP
44
Principle Wealth Partners
Connecticut
-$48K -3,429 Closed
OPS
45
Orion Portfolio Solutions
Nebraska
-$1K -62 Closed
PFO
46
Pathstone Family Office
New Jersey
-$301 -21 -50%

HYI Hedge Fund Activity: Q3 2020 in Review

43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2020, worth a combined $89.7M — down 0.91% from $90.6M a quarter earlier.

Fund positioning in HYI was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 15 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $1.86M. The largest seller was Bramshill Investments, cutting an estimated $1.65M.

  • 43 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $89.7M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2020, down 0.91% quarter-over-quarter.
  • 4 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2020 and 4 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2020 was City of London Investment Management, an estimated $1.86M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2020 was Bramshill Investments, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2020.