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HYI

Western Asset High Yield Opportunity Fund Inc

48 hedge funds and large institutions have $101M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 29.15%28.8% (-0.35%)

1% less capital invested

Capital invested by funds: $102M → $101M (-$1.18M)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
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
$334K -$849K -55,530 -72%
TC
27
Telemus Capital
Michigan
$295K
BRWM
28
B. Riley Wealth Management
Tennessee
$295K +$292K +19,130 New
SIM
29
Sonora Investment Management
Arizona
$293K
AWM
30
AE Wealth Management
Kansas
$281K +$9.95K +651 +4%
ECM
31
Evergreen Capital Management
Washington
$239K +$2.29K +150 +1%
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$238K +$235K +15,400 New
LPL Financial
33
LPL Financial
California
$220K -$23.1K -1,513 -10%
Mariner
34
Mariner
Kansas
$210K -$130K -8,522 -39%
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$189K
Truist Financial
36
Truist Financial
North Carolina
$157K
IAIM
37
International Assets Investment Management
Florida
$133K +$34.7K +2,271 +36%
Citigroup
38
Citigroup
New York
$75K -$133K -8,721 -64%
FIA
39
FNY Investment Advisers
New York
$47K -$40.1K -2,624 -46%
RIM
40
Rockbridge Investment Management
New York
$47K
SWA
41
Sutton Wealth Advisors
Florida
$31.4K
US Bancorp
42
US Bancorp
Minnesota
$31K +$30.6K +2,000 New
WP
43
WealthShield Partners
North Carolina
$31K +$31K +2,029 New
FPB
44
First PREMIER Bank
South Dakota
$23K
TWP
45
TFO Wealth Partners
Ohio
$19K +$19.1K +1,248 New
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$17K
EI
47
Ellevest Inc
New York
$15K
AF
48
Advisornet Financial
Minnesota
$11K
ACM
49
Arlington Capital Management
Illinois
-$266K -17,225 Closed
SFS
50
Shaker Financial Services
Virginia
-$253K -16,439 Closed

HYI Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2021, worth a combined $101M — down 1.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $755K. The largest seller was City of London Investment Management, cutting an estimated $907K.

  • 48 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $101M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2021, down 1.2% quarter-over-quarter.
  • 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2021 and 4 closed out, a net change of +1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2021 was Bramshill Investments, an estimated $755K added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2021 was City of London Investment Management, an estimated $907K sold.

Based on aggregated 13F filings for Q1 2021.