Western Asset High Yield Opportunity Fund Inc
HYI
47 hedge funds and large institutions have $104M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 13
3% more capital invested
Capital invested by funds: $101M → $104M (+$3.01M)
0.23% less ownership
Funds ownership: 28.8% → 28.57% (-0.23%)
2% less funds holding
Funds holding: 48 → 47 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$5.17M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$914K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$252K |
| 4 |
Morgan Stanley
New York
|
+$188K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$177K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$3.16M |
| 2 |
EGA
E&G Advisors
Houston,
Texas
|
-$2.12M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$823K |
| 4 |
Cohen & Steers
New York
|
-$603K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$378K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
51
International Assets Investment Management
Orlando,
Florida
| – | -$133K | -8,634 | Closed |
|
|
SWA
52
Sutton Wealth Advisors
Tampa,
Florida
| – | -$31.4K | -2,032 | Closed |
|
|
TWP
53
TFO Wealth Partners
Maumee,
Ohio
| – | -$19K | -1,248 | Closed |
|
54
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17K | -1,120 | Closed |
|
|
PAM
55
Panagora Asset Management
Boston,
Massachusetts
| – | +$170 | +11 | New |
|
HYI Hedge Fund Activity: Q2 2021 in Review
47 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2021, worth a combined $104M — up 3% from $101M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of HYI and 7 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 18 added.
The largest buyer was Bramshill Investments, adding an estimated $5.17M. The largest seller was City of London Investment Management, cutting an estimated $3.16M.
- 47 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2021, down from 48 in Q1 2021.
- Funds reported $104M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2021, up 3% quarter-over-quarter.
- 7 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2021 and 8 closed out, a net change of -1 holder.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2021 was Bramshill Investments, an estimated $5.17M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2021 was City of London Investment Management, an estimated $3.16M sold.
Based on aggregated 13F filings for Q2 2021.