We are live on ! Find out more
HYI

Western Asset High Yield Opportunity Fund Inc
HYI

53 hedge funds and large institutions have $87.3M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $77M → $87.3M (+$10.2M)

4% more funds holding

Funds holding: 51 → 53 (+2)

0.53% more ownership

Funds ownership: 30.33% → 30.86% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
14
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$1.51M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$1M
3
PMG
Private Management Group
California
+$596K
4
GC
Guggenheim Capital
Illinois
+$555K
5
Allspring Global Investments
Allspring Global Investments
North Carolina
+$400K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$1.89M
2
UBS Group
UBS Group
Switzerland
-$498K
3
Wells Fargo
Wells Fargo
California
-$364K
4
HF
HRT Financial
New York
-$260K
5
Goldman Sachs
Goldman Sachs
New York
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$430K -$647 -54 -0.2%
GHAM
27
Gilman Hill Asset Management
Connecticut
$383K -$299 -25 -0.1%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$365K +$118K +9,830 +51%
SIMG
29
Sonora Investment Management Group
Arizona
$230K – – –
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$206K -$11.8K -982 -6%
CHAM
31
Clear Harbor Asset Management
Connecticut
$202K -$31.5K -2,630 -14%
TIM
32
Triad Investment Management
California
$200K – – –
ECM
33
Evergreen Capital Management
Washington
$194K -$3.29K -275 -2%
CAG
34
Csenge Advisory Group
Florida
$192K +$53.2K +4,440 +41%
AWM
35
AE Wealth Management
Kansas
$162K -$102K -8,516 -40%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$158K – – –
CPIG
37
Chicago Partners Investment Group
Illinois
$146K +$139K +11,641 New
IAIM
38
International Assets Investment Management
Florida
$145K +$139K +11,626 New
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$137K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$135K +$5.39K +450 +4%
CAS
41
Coppell Advisory Solutions
Texas
$40.5K +$38.9K +3,247 New
CASC
42
Coppell Advisory Solutions Corp
Texas
$40.5K +$38.9K +3,247 New
PTC
43
Private Trust Company
Ohio
$32K – – –
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$25.5K – – –
HNWAG
45
High Net Worth Advisory Group
Florida
$25K – – –
FWA
46
Freedom Wealth Alliance
Wisconsin
$25K +$24K +2,000 New
SIC
47
SJS Investment Consulting
Ohio
$19.1K – – –
FPB
48
First PREMIER Bank
South Dakota
$19K – – –
IA
49
IFP Advisors
Florida
$9K -$7.64K -638 -50%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$6.24K – – –
1
2
3

HYI Hedge Fund Activity: Q4 2022 in Review

53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2022, worth a combined $87.3M — up 13% from $77M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.51M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $1.89M sold.

  • 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $87.3M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2022 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2022 was Sit Investment Associates, an estimated $1.51M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2022 was Ameritas Advisory Services, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2022.