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HYI

Western Asset High Yield Opportunity Fund Inc

50 hedge funds and large institutions have $74.8M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.7% less ownership

Funds ownership: 32.15%28.45% (-3.7%)

12% less funds holding

Funds holding: 5750 (-7)

14% less capital invested

Capital invested by funds: $87.1M → $74.8M (-$12.3M)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
50
Holders Change
-7
Holders Change %
-12.28%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$392K -$243K -20,938 -38%
LPL Financial
27
LPL Financial
California
$372K -$61.6K -5,305 -14%
UBS Group
28
UBS Group
Switzerland
$355K -$65.7K -5,656 -16%
GHAM
29
Gilman Hill Asset Management
Connecticut
$240K -$145K -12,500 -38%
RW
30
RVW Wealth
California
$226K
SIMG
31
Sonora Investment Management Group
Arizona
$220K
SA
32
Sanctuary Advisors
Indiana
$180K +$181K +15,604 New
COLIM
33
City of London Investment Management
United Kingdom
$169K -$1.9M -163,918 -92%
CIA
34
Concurrent Investment Advisors
Florida
$146K -$20.8K -1,786 -12%
IAIM
35
International Assets Investment Management
Florida
$134K
ECM
36
Evergreen Capital Management
Washington
$133K
BRWA
37
B. Riley Wealth Advisors
Florida
$128K +$127K +10,945 New
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$128K
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$120K
WAM
40
Wolverine Asset Management
Illinois
$94.6K +$94.8K +8,158 New
Comerica Bank
41
Comerica Bank
Texas
$72.3K +$569 +49 +0.8%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$45K
PTC
43
Private Trust Company
Ohio
$34.3K +$11.6K +1,000 +51%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$24.9K -$2.23K -192 -8%
HI
45
Harbour Investments
Wisconsin
$13.8K
GWSG
46
GPS Wealth Strategies Group
Colorado
$12.9K
GJWM
47
Gilliland Jeter Wealth Management
Arkansas
$6.14K
NA
48
NewEdge Advisors
Louisiana
$5.24K +$128 +11 +2%
CAS
49
Coppell Advisory Solutions
Texas
$3.58K +$3.59K +309 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K

HYI Hedge Fund Activity: Q2 2024 in Review

50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2024, worth a combined $74.8M — down 14% from $87.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of HYI and 5 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Shaker Financial Services, adding an estimated $790K. The largest seller was Bramshill Investments, cutting an estimated $6.79M.

  • 50 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2024, down from 57 in Q1 2024.
  • Funds reported $74.8M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2024, down 14% quarter-over-quarter.
  • 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2024 and 11 closed out, a net change of -6 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2024 was Shaker Financial Services, an estimated $790K added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2024 was Bramshill Investments, an estimated $6.79M sold.

Based on aggregated 13F filings for Q2 2024.