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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

53 hedge funds and large institutions have $72.7M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 50 → 53 (+3)

3% less capital invested

Capital invested by funds: $74.8M → $72.7M (-$2.12M)

1.91% less ownership

Funds ownership: 28.45% → 26.54% (-1.9%)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
16
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.57M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$706K
3
SFS
Shaker Financial Services
Virginia
+$418K
4
SIA
Sit Investment Associates
Minnesota
+$384K
5
COLIM
City of London Investment Management
United Kingdom
+$238K

Top Sellers

Rank Fund Capital Flow
1
BI
Bramshill Investments
Florida
-$4.76M
2
PMG
Private Management Group
California
-$1.59M
3
HC
Hara Capital
Washington
-$956K
4
LCM
Landscape Capital Management
New Jersey
-$555K
5
CP
Camelot Portfolios
Ohio
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$398K -$20.6K -1,720 -5%
UBS Group
27
UBS Group
Switzerland
$381K +$1.88K +157 +0.5%
LPL Financial
28
LPL Financial
California
$365K -$30.8K -2,574 -8%
GHAM
29
Gilman Hill Asset Management
Connecticut
$307K +$49.3K +4,125 +20%
RW
30
RVW Wealth
California
$241K – – –
SIMG
31
Sonora Investment Management Group
Arizona
$228K – – –
WSFS
32
Wilmington Savings Fund Society
Delaware
$217K +$209K +17,500 New
SA
33
Sanctuary Advisors
Indiana
$161K -$28.7K -2,402 -15%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$161K +$155K +12,967 New
CIA
35
Concurrent Investment Advisors
Florida
$149K -$6.84K -572 -5%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$145K +$16.7K +1,400 +14%
ECM
37
Evergreen Capital Management
Washington
$142K – – –
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$136K – – –
MAG
39
MRA Advisory Group
New Jersey
$136K +$132K +10,998 New
BRWA
40
B. Riley Wealth Advisors
Florida
$130K -$4.13K -345 -3%
FFWM
41
Future Financial Wealth Management
Ohio
$79.2K +$76.5K +6,400 New
Comerica Bank
42
Comerica Bank
Texas
$77.7K +$502 +42 +0.7%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$61.5K +$59.9K +5,006 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$61K +$11.9K +996 +26%
PTC
45
Private Trust Company
Ohio
$36.6K – – –
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$27.2K +$610 +51 +2%
HI
47
Harbour Investments
Wisconsin
$14.8K – – –
GWSG
48
GPS Wealth Strategies Group
Colorado
$13.8K – – –
IAIM
49
International Assets Investment Management
Florida
$11.6K +$1.57M +131,473 +1,138%
FIA
50
FNY Investment Advisers
New York
$9K +$9.57K +800 New
1
2
3

HYI Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2024, worth a combined $72.7M — down 2.8% from $74.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYI positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.57M. The largest seller was Bramshill Investments, exiting entirely with an estimated $4.76M sold.

  • 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2024, up from 50 in Q2 2024.
  • Funds reported $72.7M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2024, down 2.8% quarter-over-quarter.
  • 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2024 and 6 closed out, a net change of +3 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2024 was International Assets Investment Management, an estimated $1.57M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2024 was Bramshill Investments, an estimated $4.76M sold.

Based on aggregated 13F filings for Q3 2024.