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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

48 hedge funds and large institutions have $102M invested in Western Asset High Yield Opportunity Fund Inc in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $89.7M → $102M (+$12.1M)

12% more funds holding

Funds holding: 43 → 48 (+5)

0.93% more ownership

Funds ownership: 28.23% → 29.15% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
14
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
+$7.6M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$2.85M
3
Stifel Financial
Stifel Financial
Missouri
+$1.07M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.01M
5
SIA
Sit Investment Associates
Minnesota
+$775K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.03M
2
RCM
Rivernorth Capital Management
Florida
-$897K
3
Wells Fargo
Wells Fargo
California
-$467K
4
COLIM
City of London Investment Management
United Kingdom
-$440K
5
SFS
Shaker Financial Services
Virginia
-$430K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$366K -$83.4K -5,648 -19%
Mariner
27
Mariner
Kansas
$341K +$327K +22,127 New
TC
28
Telemus Capital
Michigan
$298K – – –
SIM
29
Sonora Investment Management
Arizona
$293K – – –
AWM
30
AE Wealth Management
Kansas
$271K +$259K +17,562 New
ACM
31
Arlington Capital Management
Illinois
$266K +$254K +17,225 New
SFS
32
Shaker Financial Services
Virginia
$253K -$430K -29,100 -64%
LPL Financial
33
LPL Financial
California
$243K +$20.5K +1,389 +10%
ECM
34
Evergreen Capital Management
Washington
$236K +$226K +15,325 New
Citigroup
35
Citigroup
New York
$210K +$132K +8,917 +190%
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$188K – – –
BCP
37
Berkeley Capital Partners
Georgia
$163K – – –
Truist Financial
38
Truist Financial
North Carolina
$157K -$19.5K -1,318 -11%
IAIM
39
International Assets Investment Management
Florida
$98K +$93.9K +6,363 New
FIA
40
FNY Investment Advisers
New York
$88K +$84.4K +5,715 New
RIM
41
Rockbridge Investment Management
New York
$47K – – –
SWA
42
Sutton Wealth Advisors
Florida
$31.3K – – –
FPB
43
First PREMIER Bank
South Dakota
$23K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$17K – – –
EI
45
Ellevest Inc
New York
$15K +$14.8K +1,000 New
RA
46
Reby Advisors
Connecticut
$14K +$13.7K +925 New
AF
47
Advisornet Financial
Minnesota
$11K – – –
BRWM
48
B. Riley Wealth Management
Tennessee
– -$428K -30,507 Closed
Barclays
49
Barclays
United Kingdom
– -$16K -1,024 Closed
TF
50
TimeScale Financial
Massachusetts
– -$7K -500 Closed
1
2

HYI Hedge Fund Activity: Q4 2020 in Review

48 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2020, worth a combined $102M — up 13% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.6M. The largest seller was Morgan Stanley, cutting an estimated $9.03M.

  • 48 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $102M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2020 was Bramshill Investments, an estimated $7.6M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2020 was Morgan Stanley, an estimated $9.03M sold.

Based on aggregated 13F filings for Q4 2020.