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HYI

Western Asset High Yield Opportunity Fund Inc

53 hedge funds and large institutions have $86.1M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5153 (+2)

0.57% more ownership

Funds ownership: 31.76%32.33% (+0.57%)

0% more capital invested

Capital invested by funds: $86M → $86.1M (+$65.5K)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
11
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GHAM
26
Gilman Hill Asset Management
Connecticut
$360K
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$254K -$24.4K -2,099 -9%
WAM
28
Weiss Asset Management
Massachusetts
$245K +$242K +20,829 New
RW
29
RVW Wealth
California
$229K
SIMG
30
Sonora Investment Management Group
Arizona
$216K
Invesco
31
Invesco
Georgia
$212K -$183K -15,784 -47%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$183K -$11.4K -985 -6%
TIM
33
Triad Investment Management
California
$180K -$5.48K -472 -3%
ECM
34
Evergreen Capital Management
Washington
$180K -$4.36K -375 -2%
CAG
35
Csenge Advisory Group
Florida
$155K -$15.2K -1,305 -9%
IAIM
36
International Assets Investment Management
Florida
$153K +$15.9K +1,366 +12%
CAN
37
Cetera Advisor Networks
California
$139K -$4.2K -362 -3%
NA
38
NewEdge Advisors
Louisiana
$135K +$10.6K +912 +9%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$129K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$123K -$4.06K -350 -3%
CAS
41
Coppell Advisory Solutions
Texas
$40.1K +$39.5K +3,403 New
PTC
42
Private Trust Company
Ohio
$30.6K
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$24K -$10.8K -934 -31%
FPB
44
First PREMIER Bank
South Dakota
$18K
SIC
45
SJS Investment Consulting
Ohio
$18K
GWSG
46
GPS Wealth Strategies Group
Colorado
$13.1K +$13K +1,116 New
FIA
47
FNY Investment Advisers
New York
$9K
FMTCOCP
48
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$6.71K +578 New
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5.88K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.83K -158 -33%

HYI Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2023, worth a combined $86.1M — up 0.08% from $86M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYI positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.46M. The largest seller was Punch & Associates Investment Management, cutting an estimated $407K.

  • 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $86.1M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2023, up 0.08% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2023 was Sit Investment Associates, an estimated $1.46M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2023 was Punch & Associates Investment Management, an estimated $407K sold.

Based on aggregated 13F filings for Q2 2023.