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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

55 hedge funds and large institutions have $75.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 53 → 55 (+2)

1.5% more ownership

Funds ownership: 26.54% → 28.04% (+1.5%)

3% more capital invested

Capital invested by funds: $72.7M → $75.1M (+$2.43M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HC
Hara Capital
Washington
+$1.58M
2
GC
Guggenheim Capital
Illinois
+$800K
3
AC
Almitas Capital
California
+$783K
4
Invesco
Invesco
Georgia
+$307K
5
SFS
Shaker Financial Services
Virginia
+$206K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.6M
2
Morgan Stanley
Morgan Stanley
New York
-$708K
3
PAIM
Punch & Associates Investment Management
Minnesota
-$648K
4
SA
SFI Advisors
New Jersey
-$570K
5
Wells Fargo
Wells Fargo
California
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$381K +$1.69K +139 +0.4%
UBS Group
27
UBS Group
Switzerland
$332K -$31.7K -2,615 -9%
RW
28
RVW Wealth
California
$327K +$98.6K +8,123 +42%
LPL Financial
29
LPL Financial
California
$313K -$36.9K -3,038 -10%
SIMG
30
Sonora Investment Management Group
Arizona
$217K – – –
GHAM
31
Gilman Hill Asset Management
Connecticut
$217K -$78K -6,425 -26%
WSFS
32
Wilmington Savings Fund Society
Delaware
$207K – – –
CIA
33
Concurrent Investment Advisors
Florida
$179K +$37.5K +3,091 +26%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$167K +$14.6K +1,200 +9%
SA
35
Sanctuary Advisors
Indiana
$152K -$7.04K -580 -4%
Jones Financial Companies
36
Jones Financial Companies
Missouri
$149K +$91.9K +7,574 +151%
IAIM
37
International Assets Investment Management
Florida
$137K -$1.6M -131,473 -92%
MAG
38
MRA Advisory Group
New Jersey
$136K +$5.78K +476 +4%
ECM
39
Evergreen Capital Management
Washington
$134K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$134K -$4.58K -377 -3%
SBIA
41
Sheaff Brock Investment Advisors
Indiana
$130K – – –
Comerica Bank
42
Comerica Bank
Texas
$75.9K +$1.75K +144 +2%
FFWM
43
Future Financial Wealth Management
Ohio
$75.6K – – –
AWM
44
Avior Wealth Management
Nebraska
$65K +$66.7K +5,500 New
EC
45
Elequin Capital
New York
$52.9K +$54.3K +4,475 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$47K -$10.8K -887 -18%
PTC
47
Private Trust Company
Ohio
$35K – – –
Q1WB
48
Quest 10 Wealth Builders
Virginia
$30.6K +$31.4K +2,591 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$26.5K +$607 +50 +2%
FP
50
Financial Perspectives
Minnesota
$24.2K +$24.8K +2,045 New
1
2
3

HYI Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2024, worth a combined $75.1M — up 3.3% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYI positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Hara Capital, adding an estimated $1.58M. The largest seller was International Assets Investment Management, cutting an estimated $1.6M.

  • 55 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $75.1M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2024 was Hara Capital, an estimated $1.58M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2024 was International Assets Investment Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2024.