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HYI

Western Asset High Yield Opportunity Fund Inc

52 hedge funds and large institutions have $84.6M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.15% more ownership

Funds ownership: 32.33%32.48% (+0.15%)

2% less capital invested

Capital invested by funds: $86.1M → $84.6M (-$1.51M)

2% less funds holding

Funds holding: 5352 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$430K +$33.4K +2,858 +8%
LPL Financial
27
LPL Financial
California
$395K -$146K -12,470 -27%
GHAM
28
Gilman Hill Asset Management
Connecticut
$352K
RW
29
RVW Wealth
California
$224K
SIMG
30
Sonora Investment Management Group
Arizona
$211K
Invesco
31
Invesco
Georgia
$184K -$23.9K -2,047 -11%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$166K -$13.2K -1,132 -7%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$157K +$160K +13,637 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$151K -$99.3K -8,487 -39%
IAIM
35
International Assets Investment Management
Florida
$147K
ECM
36
Evergreen Capital Management
Washington
$132K -$44.4K -3,800 -25%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$126K
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$120K
Comerica Bank
39
Comerica Bank
Texas
$68.4K +$69.6K +5,950 New
CAS
40
Coppell Advisory Solutions
Texas
$40.5K -$1.82K -156 -5%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$32.2K +$8.89K +760 +37%
PTC
42
Private Trust Company
Ohio
$29.4K -$480 -41 -2%
EC
43
Elequin Capital
New York
$21.2K +$21.6K +1,847 New
SIC
44
SJS Investment Consulting
Ohio
$17.6K
FPB
45
First PREMIER Bank
South Dakota
$17K
HI
46
Harbour Investments
Wisconsin
$13.7K +$14K +1,194 New
GWSG
47
GPS Wealth Strategies Group
Colorado
$12.8K
FIA
48
FNY Investment Advisers
New York
$9K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$5.75K
NA
50
NewEdge Advisors
Louisiana
$5.05K -$129K -11,039 -96%

HYI Hedge Fund Activity: Q3 2023 in Review

52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2023, worth a combined $84.6M — down 1.8% from $86.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HYI and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.

The largest buyer was Sit Investment Associates, adding an estimated $13M. The largest seller was Bramshill Investments, cutting an estimated $15.4M.

  • 52 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2023, down from 53 in Q2 2023.
  • Funds reported $84.6M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2023, down 1.8% quarter-over-quarter.
  • 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2023 and 6 closed out, a net change of -1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2023 was Sit Investment Associates, an estimated $13M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2023 was Bramshill Investments, an estimated $15.4M sold.

Based on aggregated 13F filings for Q3 2023.