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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

52 hedge funds and large institutions have $67.2M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.73% more ownership

Funds ownership: 20.65% → 21.38% (+0.73%)

0% more funds holding

Funds holding: 52 → 52 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

9% less capital invested

Capital invested by funds: $73.8M → $67.2M (-$6.56M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.14M
2
SFS
Shaker Financial Services
Virginia
+$685K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$671K
4
1CP
1607 Capital Partners
Virginia
+$523K
5
Morgan Stanley
Morgan Stanley
New York
+$515K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$457K
2
Osaic Holdings
Osaic Holdings
Arizona
-$449K
3
SIA
Sit Investment Associates
Minnesota
-$364K
4
GC
Guggenheim Capital
Illinois
-$293K
5
Millennium Management
Millennium Management
New York
-$254K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$355K +$43.1K +3,012 +13%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$346K -$75.8K -5,297 -18%
BRWM
28
B. Riley Wealth Management
Tennessee
$328K -$129K -9,000 -28%
AWM
29
AE Wealth Management
Kansas
$306K -$40.2K -2,811 -11%
LPL Financial
30
LPL Financial
California
$285K +$1.47K +103 +0.5%
CHAM
31
Clear Harbor Asset Management
Connecticut
$261K -$16.7K -1,170 -6%
SIMG
32
Sonora Investment Management Group
Arizona
$255K – – –
ECM
33
Evergreen Capital Management
Washington
$226K -$2.43K -170 -1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$186K -$3.03K -212 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$178K -$15.1K -1,054 -8%
RJT
36
Raymond James Trust
Florida
$154K – – –
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$153K – – –
SI
38
Stephens Inc
Arkansas
$139K – – –
FFWM
39
Future Financial Wealth Management
Ohio
$85K – – –
PFS
40
Prospera Financial Services
Texas
$81K +$83.7K +5,851 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$64K – – –
RIM
42
Rockbridge Investment Management
New York
$42.7K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$34K +$35.4K +2,478 New
HNWAG
44
High Net Worth Advisory Group
Florida
$28K – – –
FPB
45
First PREMIER Bank
South Dakota
$21K – – –
SIC
46
SJS Investment Consulting
Ohio
$21K – – –
FAG
47
Fortitude Advisory Group
Washington
$17K – – –
EI
48
Ellevest Inc
New York
$14K – – –
IA
49
IFP Advisors
Florida
$9K +$9.13K +638 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$7K – – –
1
2
3

HYI Hedge Fund Activity: Q1 2022 in Review

52 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2022, worth a combined $67.2M — down 8.9% from $73.8M a quarter earlier.

Fund positioning in HYI was balanced in Q1 2022: 6 funds opened new positions, 6 closed out, 14 added to existing stakes and 16 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.14M. The largest seller was UBS Group, cutting an estimated $457K.

  • 52 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $67.2M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2022, down 8.9% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2022 and 6 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2022 was Raymond James Financial Services Advisors, an estimated $1.14M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2022 was UBS Group, an estimated $457K sold.

Based on aggregated 13F filings for Q1 2022.