Western Asset High Yield Opportunity Fund Inc
HYI
52 hedge funds and large institutions have $84.6M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0.15% more ownership
Funds ownership: 32.33% → 32.48% (+0.15%)
2% less capital invested
Capital invested by funds: $86.1M → $84.6M (-$1.51M)
2% less funds holding
Funds holding: 53 → 52 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$13M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.48M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.07M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$712K |
| 5 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$399K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$15.4M |
| 2 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$198K |
| 3 |
TIM
Triad Investment Management
Newport Beach,
California
|
-$180K |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$155K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$152K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
FWM
52
Focused Wealth Management
Newburgh,
New York
| $1.15K | – | – | – |
|
|
TIM
53
Triad Investment Management
Newport Beach,
California
| – | -$180K | -15,324 | Closed |
|
|
CAG
54
Csenge Advisory Group
Clearwater,
Florida
| – | -$155K | -13,220 | Closed |
|
|
CAN
55
Cetera Advisor Networks
El Segundo,
California
| – | -$139K | -11,833 | Closed |
|
|
FMTCOCP
56
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| – | -$7K | -578 | Closed |
|
|
WWP
57
WR Wealth Planners
Columbia,
Missouri
| – | -$2.52K | -214 | Closed |
|
|
WAM
58
Wolverine Asset Management
Chicago,
Illinois
| – | -$2.35K | -200 | Closed |
|
HYI Hedge Fund Activity: Q3 2023 in Review
52 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2023, worth a combined $84.6M — down 1.8% from $86.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of HYI and 5 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 13 added.
The largest buyer was Sit Investment Associates, adding an estimated $13M. The largest seller was Bramshill Investments, cutting an estimated $15.4M.
- 52 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2023, down from 53 in Q2 2023.
- Funds reported $84.6M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2023, down 1.8% quarter-over-quarter.
- 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2023 and 6 closed out, a net change of -1 holder.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2023 was Sit Investment Associates, an estimated $13M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2023 was Bramshill Investments, an estimated $15.4M sold.
Based on aggregated 13F filings for Q3 2023.