Western Asset High Yield Opportunity Fund Inc
HYI
49 hedge funds and large institutions have $120M invested in Western Asset High Yield Opportunity Fund Inc in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
29% more funds holding
Funds holding: 38 → 49 (+11)
10% more capital invested
Capital invested by funds: $109M → $120M (+$10.6M)
4.51% more ownership
Funds ownership: 28.66% → 33.16% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$4.2M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$3.66M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.13M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.21M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.14M |
| 2 |
Morgan Stanley
New York
|
-$1.07M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.02M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$851K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$742K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Creative Planning
Overland Park,
Kansas
| – | -$141K | -8,480 | Closed |
|
HYI Hedge Fund Activity: Q4 2014 in Review
49 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2014, worth a combined $120M — up 9.7% from $109M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new HYI positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $4.2M. The largest seller was Advisors Asset Management, cutting an estimated $1.14M.
- 49 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2014, up from 38 in Q3 2014.
- Funds reported $120M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2014, up 9.7% quarter-over-quarter.
- 13 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2014 and 1 closed out, a net change of +12 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2014 was Wells Fargo, an estimated $4.2M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2014 was Advisors Asset Management, an estimated $1.14M sold.
Based on aggregated 13F filings for Q4 2014.