Western Asset High Yield Opportunity Fund Inc
HYI
47 hedge funds and large institutions have $85.5M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 9 closing their positions.
27% more capital invested
Capital invested by funds: $67.2M → $85.5M (+$18.3M)
9.71% more ownership
Funds ownership: 21.38% → 31.09% (+9.7%)
10% less funds holding
Funds holding: 52 → 47 (-5)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
+$30.7M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$816K |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$541K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$156K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$145K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.39M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$868K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$356K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$319K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$244K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SI
51
Stephens Inc
Little Rock,
Arkansas
| – | -$139K | -10,000 | Closed |
|
|
FFWM
52
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$85K | -6,100 | Closed |
|
|
PFS
53
Prospera Financial Services
Dallas,
Texas
| – | -$81K | -5,851 | Closed |
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$34K | -2,478 | Closed |
|
|
FAG
55
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$17K | -1,230 | Closed |
|
|
EI
56
Ellevest Inc
New York
| – | -$14K | -1,000 | Closed |
|
HYI Hedge Fund Activity: Q2 2022 in Review
47 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2022, worth a combined $85.5M — up 27% from $67.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of HYI and 5 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 13 added.
The largest buyer was Bramshill Investments, opening a new position worth an estimated $30.7M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.39M sold.
- 47 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2022, down from 52 in Q1 2022.
- Funds reported $85.5M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2022, up 27% quarter-over-quarter.
- 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2022 and 9 closed out, a net change of -4 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2022 was Bramshill Investments, an estimated $30.7M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2022 was Shaker Financial Services, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2022.