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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

52 hedge funds and large institutions have $73.8M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

13% more funds holding

Funds holding: 46 → 52 (+6)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

5.61% less ownership

Funds ownership: 26.27% → 20.65% (-5.6%)

22% less capital invested

Capital invested by funds: $94.8M → $73.8M (-$21M)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.51M
2
SFS
Shaker Financial Services
Virginia
+$810K
3
SIA
Sit Investment Associates
Minnesota
+$360K
4
Millennium Management
Millennium Management
New York
+$251K
5
BCM
Bluefin Capital Management
New York
+$215K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$25.7M
2
Invesco
Invesco
Georgia
-$931K
3
Wells Fargo
Wells Fargo
California
-$927K
4
CP
Camelot Portfolios
Ohio
-$904K
5
CIA
Capital Investment Advisors
Georgia
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$393K +$2.09K +134 +0.5%
SIA
27
Sit Investment Associates
Minnesota
$364K +$360K +23,099 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$356K -$61.9K -3,974 -15%
LPL Financial
29
LPL Financial
California
$322K +$24.6K +1,580 +8%
CHAM
30
Clear Harbor Asset Management
Connecticut
$315K – – –
SIMG
31
Sonora Investment Management Group
Arizona
$290K +$287K +18,390 New
ECM
32
Evergreen Capital Management
Washington
$259K – – –
Millennium Management
33
Millennium Management
New York
$254K +$251K +16,091 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$219K +$6.84K +439 +3%
BCM
35
Bluefin Capital Management
New York
$217K +$215K +13,783 New
Mariner
36
Mariner
Kansas
$215K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$215K +$212K +13,613 New
RJT
38
Raymond James Trust
Florida
$175K -$46.7K -3,000 -21%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$173K – – –
SI
40
Stephens Inc
Arkansas
$158K -$20.7K -1,330 -12%
FFWM
41
Future Financial Wealth Management
Ohio
$96K +$95K +6,100 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$73K – – –
RIM
43
Rockbridge Investment Management
New York
$48K – – –
HNWAG
44
High Net Worth Advisory Group
Florida
$32K +$31.2K +2,000 New
TLFA
45
True Link Financial Advisors
California
$26K -$2.06K -132 -7%
FPB
46
First PREMIER Bank
South Dakota
$24K – – –
SIC
47
SJS Investment Consulting
Ohio
$24K +$23.8K +1,530 New
FAG
48
Fortitude Advisory Group
Washington
$19K +$19.2K +1,230 New
EI
49
Ellevest Inc
New York
$16K – – –
AF
50
Advisornet Financial
Minnesota
$11K – – –
1
2
3

HYI Hedge Fund Activity: Q4 2021 in Review

52 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2021, worth a combined $73.8M — down 22% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HYI positions and 5 closed out — a net gain of 9 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.51M. The largest seller was Bramshill Investments, exiting entirely with an estimated $25.7M sold.

  • 52 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $73.8M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2021, down 22% quarter-over-quarter.
  • 14 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.51M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2021 was Bramshill Investments, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2021.