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HYI

Western Asset High Yield Opportunity Fund Inc

47 hedge funds and large institutions have $85.5M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $67.2M → $85.5M (+$18.3M)

9.71% more ownership

Funds ownership: 21.38%31.09% (+9.7%)

10% less funds holding

Funds holding: 5247 (-5)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
0.79%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
13
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$309K +$5.3K +411 +2%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$274K -$39.4K -3,054 -12%
AWM
28
AE Wealth Management
Kansas
$264K -$5.4K -419 -2%
CHAM
29
Clear Harbor Asset Management
Connecticut
$229K
SIMG
30
Sonora Investment Management Group
Arizona
$224K
ECM
31
Evergreen Capital Management
Washington
$190K -$10.7K -830 -5%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$158K -$5.01K -389 -3%
CAN
33
Cetera Advisor Networks
California
$137K +$145K +11,242 New
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$134K
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$124K -$31.8K -2,470 -19%
SIA
36
Sit Investment Associates
Minnesota
$88K +$92.8K +7,200 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$81K +$26.3K +2,043 +44%
RIM
38
Rockbridge Investment Management
New York
$37K
PTC
39
Private Trust Company
Ohio
$32K +$33.5K +2,600 New
HNWAG
40
High Net Worth Advisory Group
Florida
$24K
FPB
41
First PREMIER Bank
South Dakota
$18K
IA
42
IFP Advisors
Florida
$9K
FIA
43
FNY Investment Advisers
New York
$6K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$6K
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$2K +$64 +5 +2%
FWM
46
Focused Wealth Management
New York
$1K +$1.29K +100 New
BRWM
47
B. Riley Wealth Management
Tennessee
$248 -$42.1K -3,265 -14%
SFS
48
Shaker Financial Services
Virginia
-$1.39M -99,897 Closed
AAM
49
Advisors Asset Management
Colorado
-$356K -25,654 Closed
RJT
50
Raymond James Trust
Florida
-$154K -11,104 Closed

HYI Hedge Fund Activity: Q2 2022 in Review

47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2022, worth a combined $85.5M — up 27% from $67.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYI and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 13 added.

The largest buyer was Bramshill Investments, opening a new position worth an estimated $30.7M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.39M sold.

  • 47 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2022, down from 52 in Q1 2022.
  • Funds reported $85.5M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2022, up 27% quarter-over-quarter.
  • 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2022 and 9 closed out, a net change of -4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2022 was Bramshill Investments, an estimated $30.7M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2022 was Shaker Financial Services, an estimated $1.39M sold.

Based on aggregated 13F filings for Q2 2022.