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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

51 hedge funds and large institutions have $86M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.9% more ownership

Funds ownership: 30.86% → 31.76% (+0.9%)

1% less capital invested

Capital invested by funds: $87.3M → $86M (-$1.26M)

4% less funds holding

Funds holding: 53 → 51 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
16
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.21M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$1.03M
4
GC
Guggenheim Capital
Illinois
+$686K
5
RW
RVW Wealth
California
+$239K

Top Sellers

Rank Fund Capital Flow
1
GA
GraniteShares Advisors
New York
-$2.34M
2
COLIM
City of London Investment Management
United Kingdom
-$1.29M
3
Stifel Financial
Stifel Financial
Missouri
-$193K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$158K
5
UBS Group
UBS Group
Switzerland
-$155K
Name Holding Trade Value Shares
Change 		Change in
Stake
GHAM
26
Gilman Hill Asset Management
Connecticut
$367K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$284K -$67.9K -5,532 -19%
RW
28
RVW Wealth
California
$234K +$239K +19,500 New
SIMG
29
Sonora Investment Management Group
Arizona
$220K – – –
CHAM
30
Clear Harbor Asset Management
Connecticut
$189K -$4.91K -400 -2%
TIM
31
Triad Investment Management
California
$189K -$3.08K -251 -2%
ECM
32
Evergreen Capital Management
Washington
$188K – – –
CAG
33
Csenge Advisory Group
Florida
$174K -$10.4K -850 -6%
AWM
34
AE Wealth Management
Kansas
$154K -$1.56K -127 -1%
CAN
35
Cetera Advisor Networks
California
$146K +$150K +12,195 New
IAIM
36
International Assets Investment Management
Florida
$139K -$135 -11 -0.1%
CPIG
37
Chicago Partners Investment Group
Illinois
$136K +$1.1K +90 +0.8%
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$132K – – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$129K – – –
NA
40
NewEdge Advisors
Louisiana
$122K +$124K +10,107 +2,197%
JP Morgan Chase
41
JP Morgan Chase
New York
$56K +$56.9K +4,636 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$35.7K +$11.5K +934 +46%
PTC
43
Private Trust Company
Ohio
$31.1K – – –
SIC
44
SJS Investment Consulting
Ohio
$18.3K – – –
FPB
45
First PREMIER Bank
South Dakota
$18K – – –
FIA
46
FNY Investment Advisers
New York
$9K +$9.82K +800 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.81K +473 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$5.99K – – –
WWP
49
WR Wealth Planners
Missouri
$2.56K +$2.63K +214 New
FWM
50
Focused Wealth Management
New York
$1.2K – – –
1
2
3

HYI Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2023, worth a combined $86M — down 1.4% from $87.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYI and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.9M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.34M sold.

  • 51 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2023, down from 53 in Q4 2022.
  • Funds reported $86M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 7 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2023 was Sit Investment Associates, an estimated $2.9M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2023 was GraniteShares Advisors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2023.