Western Asset High Yield Opportunity Fund Inc
HYI
53 hedge funds and large institutions have $87.3M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
13% more capital invested
Capital invested by funds: $77M → $87.3M (+$10.2M)
4% more funds holding
Funds holding: 51 → 53 (+2)
0.53% more ownership
Funds ownership: 30.33% → 30.86% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.51M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1M |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$596K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$555K |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.89M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$498K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$364K |
| 4 |
HF
HRT Financial
New York
|
-$260K |
| 5 |
Goldman Sachs
New York
|
-$243K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| $3K | +$96 | +8 | +3% |
|
|
FWM
52
Focused Wealth Management
Newburgh,
New York
| $1.25K | – | – | – |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $6 | +$5.51K | +460 | New |
|
|
AAS
54
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$1.89M | -168,955 | Closed |
|
|
HF
55
HRT Financial
New York
| – | -$260K | -23,276 | Closed |
|
|
56
Goldman Sachs
New York
| – | -$243K | -21,648 | Closed |
|
57
Jane Street
New York
| – | -$187K | -16,713 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$120K | -10,679 | Closed |
|
|
FIA
59
FNY Investment Advisers
New York
| – | -$5K | -500 | Closed |
|
HYI Hedge Fund Activity: Q4 2022 in Review
53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2022, worth a combined $87.3M — up 13% from $77M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new HYI positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.51M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $1.89M sold.
- 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2022, up from 51 in Q3 2022.
- Funds reported $87.3M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2022, up 13% quarter-over-quarter.
- 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2022 and 6 closed out, a net change of +2 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2022 was Sit Investment Associates, an estimated $1.51M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2022 was Ameritas Advisory Services, an estimated $1.89M sold.
Based on aggregated 13F filings for Q4 2022.