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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

58 hedge funds and large institutions have $96.7M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

14% more capital invested

Capital invested by funds: $84.6M → $96.7M (+$12.2M)

12% more funds holding

Funds holding: 52 → 58 (+6)

2.83% more ownership

Funds ownership: 32.48% → 35.31% (+2.8%)

45% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 20

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
11
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.8M
2
SIA
Sit Investment Associates
Minnesota
+$2.08M
3
RVPG
Relative Value Partners Group
+$619K
4
CP
Camelot Portfolios
Ohio
+$397K
5
LCM
Landscape Capital Management
New Jersey
+$362K

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$1.7M
2
WAM
Weiss Asset Management
Massachusetts
-$536K
3
EGA
E&G Advisors
Texas
-$384K
4
CIA
Capital Investment Advisors
Georgia
-$225K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$189K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$455K -$12.2K -1,066 -3%
LCM
27
Landscape Capital Management
New Jersey
$381K +$362K +31,534 New
LPL Financial
28
LPL Financial
California
$372K -$41.7K -3,633 -11%
GHAM
29
Gilman Hill Asset Management
Connecticut
$371K – – –
SA
30
SFI Advisors
New Jersey
$297K +$282K +24,535 New
RW
31
RVW Wealth
California
$236K – – –
PIWA
32
Prevail Innovative Wealth Advisors
Kansas
$234K +$222K +19,316 New
SIMG
33
Sonora Investment Management Group
Arizona
$222K – – –
CIA
34
Concurrent Investment Advisors
Florida
$211K +$200K +17,426 New
SP
35
Stonebrook Private
Michigan
$154K +$147K +12,759 New
GM
36
GeoWealth Management
Illinois
$149K +$141K +12,302 New
GWMR
37
GC Wealth Management RIA
Massachusetts
$149K +$141K +12,302 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$147K -$26.8K -2,333 -16%
IAIM
39
International Assets Investment Management
Florida
$140K -$16.4K -1,428 -11%
ECM
40
Evergreen Capital Management
Washington
$138K – – –
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$133K – – –
CAN
42
Cetera Advisor Networks
California
$131K +$125K +10,862 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$125K -$1.49K -130 -1%
Comerica Bank
44
Comerica Bank
Texas
$73.2K +$1.21K +105 +2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$69K -$85.4K -7,434 -57%
CAS
46
Coppell Advisory Solutions
Texas
$40.3K +$1.03K +90 +3%
RIM
47
Rockbridge Investment Management
New York
$36.8K +$34.9K +3,040 New
PTC
48
Private Trust Company
Ohio
$30.9K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$24.7K -$8.73K -760 -27%
SIC
50
SJS Investment Consulting
Ohio
$18.5K – – –
1
2
3

HYI Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2023, worth a combined $96.7M — up 14% from $84.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new HYI positions and 6 closed out — a net gain of 6 holders — while 11 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $1.7M sold.

  • 58 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $96.7M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2023, up 14% quarter-over-quarter.
  • 12 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2023 and 6 closed out, a net change of +6 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $4.8M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2023 was Allspring Global Investments, an estimated $1.7M sold.

Based on aggregated 13F filings for Q4 2023.