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HYI

Western Asset High Yield Opportunity Fund Inc

46 hedge funds and large institutions have $94.8M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4746 (-1)

2.3% less ownership

Funds ownership: 28.57%26.27% (-2.3%)

9% less capital invested

Capital invested by funds: $104M → $94.8M (-$8.89M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$394K +$62.4K +3,969 +19%
CHAM
27
Clear Harbor Asset Management
Connecticut
$319K -$2.83K -180 -0.9%
LPL Financial
28
LPL Financial
California
$300K +$50.8K +3,231 +21%
COLIM
29
City of London Investment Management
United Kingdom
$297K -$1.57M -99,700 -84%
SIM
30
Sonora Investment Management
Arizona
$293K -$9.59K -610 -3%
ECM
31
Evergreen Capital Management
Washington
$262K +$9.82K +625 +4%
RJT
32
Raymond James Trust
Florida
$225K +$222K +14,104 New
Mariner
33
Mariner
Kansas
$217K
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$214K +$211K +13,435 New
SI
35
Stephens Inc
Arkansas
$180K
SBIA
36
Sheaff Brock Investment Advisors
Indiana
$175K
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$73K +$72.3K +4,600 New
RIM
38
Rockbridge Investment Management
New York
$48K
FIA
39
FNY Investment Advisers
New York
$47K -$7.86K -500 -14%
Citigroup
40
Citigroup
New York
$43K -$31.2K -1,987 -42%
TLFA
41
True Link Financial Advisors
California
$28K +$27.9K +1,776 New
FPB
42
First PREMIER Bank
South Dakota
$24K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$17K +$141 +9 +0.8%
EI
44
Ellevest Inc
New York
$16K
AF
45
Advisornet Financial
Minnesota
$11K
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$8K
SIA
47
Sit Investment Associates
Minnesota
-$340K -21,672 Closed
SFS
48
Shaker Financial Services
Virginia
-$180K -11,485 Closed
WAM
49
Wolverine Asset Management
Illinois
-$86K -5,517 Closed
WP
50
WealthShield Partners
North Carolina
-$37K -2,390 Closed

HYI Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2021, worth a combined $94.8M — down 8.6% from $104M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of HYI and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 14 added.

The largest buyer was Ameritas Investment Company, opening a new position worth an estimated $2.17M. The largest seller was Bramshill Investments, cutting an estimated $9.33M.

  • 46 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2021, down from 47 in Q2 2021.
  • Funds reported $94.8M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2021 and 7 closed out, a net change of -1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2021 was Ameritas Investment Company, an estimated $2.17M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2021 was Bramshill Investments, an estimated $9.33M sold.

Based on aggregated 13F filings for Q3 2021.