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HYI

Western Asset High Yield Opportunity Fund Inc

57 hedge funds and large institutions have $87.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5857 (-1)

3.16% less ownership

Funds ownership: 35.31%32.15% (-3.2%)

10% less capital invested

Capital invested by funds: $96.7M → $87.1M (-$9.66M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$433K -$38.1K -3,159 -8%
CPRC
27
Consolidated Portfolio Review Corp
New York
$422K -$28K -2,320 -6%
PI
28
PFG Investments
New York
$422K +$425K +35,273 New
GHAM
29
Gilman Hill Asset Management
Connecticut
$397K +$30.1K +2,500 +8%
PIWA
30
Prevail Innovative Wealth Advisors
Kansas
$247K +$15.9K +1,321 +7%
RW
31
RVW Wealth
California
$233K
SIMG
32
Sonora Investment Management Group
Arizona
$220K
Invesco
33
Invesco
Georgia
$203K +$205K +16,997 New
SA
34
SFI Advisors
New Jersey
$193K -$101K -8,361 -34%
GWMR
35
GC Wealth Management RIA
Massachusetts
$188K +$40.9K +3,393 +28%
GM
36
GeoWealth Management
Illinois
$184K +$37.6K +3,121 +25%
CIA
37
Concurrent Investment Advisors
Florida
$172K -$36.4K -3,021 -17%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$149K +$150K +12,446 New
IAIM
39
International Assets Investment Management
Florida
$137K
ECM
40
Evergreen Capital Management
Washington
$137K
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$132K
CAN
42
Cetera Advisor Networks
California
$130K -$193 -16 -0.1%
SP
43
Stonebrook Private
Michigan
$130K -$23.3K -1,931 -15%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$123K
FFWM
45
Future Financial Wealth Management
Ohio
$82.5K +$83.1K +6,900 New
Comerica Bank
46
Comerica Bank
Texas
$74K +$1.58K +131 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$47K -$21.7K -1,800 -32%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$30.5K +$24.7K +2,050 +410%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$27.9K +$3.52K +292 +14%
PTC
50
Private Trust Company
Ohio
$23.4K -$7.23K -600 -23%

HYI Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2024, worth a combined $87.1M — down 10% from $96.7M a quarter earlier.

Fund positioning in HYI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $666K. The largest seller was Morgan Stanley, cutting an estimated $4.91M.

  • 57 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2024, down from 58 in Q4 2023.
  • Funds reported $87.1M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2024, down 10% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2024 was Guggenheim Capital, an estimated $666K added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2024.