Western Asset High Yield Opportunity Fund Inc
HYI
53 hedge funds and large institutions have $86.1M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 51 → 53 (+2)
0.57% more ownership
Funds ownership: 31.76% → 32.33% (+0.57%)
0% more capital invested
Capital invested by funds: $86M → $86.1M (+$65.5K)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.46M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.18M |
| 3 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$242K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$215K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$137K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$407K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$357K |
| 3 |
CHAM
Clear Harbor Asset Management
Stamford,
Connecticut
|
-$189K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$183K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$154K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WWP
51
WR Wealth Planners
Columbia,
Missouri
| $2.52K | – | – | – |
|
|
WAM
52
Wolverine Asset Management
Chicago,
Illinois
| $2.35K | +$2.32K | +200 | New |
|
|
FWM
53
Focused Wealth Management
Newburgh,
New York
| $1.18K | – | – | – |
|
|
CHAM
54
Clear Harbor Asset Management
Stamford,
Connecticut
| – | -$189K | -15,801 | Closed |
|
|
AWM
55
AE Wealth Management
Topeka,
Kansas
| – | -$154K | -12,837 | Closed |
|
|
CPIG
56
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$136K | -11,731 | Closed |
|
57
JP Morgan Chase
New York
| – | -$56K | -4,636 | Closed |
|
HYI Hedge Fund Activity: Q2 2023 in Review
53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2023, worth a combined $86.1M — up 0.08% from $86M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new HYI positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.46M. The largest seller was Punch & Associates Investment Management, cutting an estimated $407K.
- 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2023, up from 51 in Q1 2023.
- Funds reported $86.1M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2023, up 0.08% quarter-over-quarter.
- 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2023 and 4 closed out, a net change of +2 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2023 was Sit Investment Associates, an estimated $1.46M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2023 was Punch & Associates Investment Management, an estimated $407K sold.
Based on aggregated 13F filings for Q2 2023.