Western Asset High Yield Opportunity Fund Inc
HYI
58 hedge funds and large institutions have $96.7M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
14% more capital invested
Capital invested by funds: $84.6M → $96.7M (+$12.2M)
12% more funds holding
Funds holding: 52 → 58 (+6)
2.83% more ownership
Funds ownership: 32.48% → 35.31% (+2.8%)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.8M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.08M |
| 3 |
RVPG
Relative Value Partners Group
|
+$619K |
| 4 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$397K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$362K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.7M |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$536K |
| 3 |
EGA
E&G Advisors
Houston,
Texas
|
-$384K |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$225K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPB
51
First PREMIER Bank
Sioux Falls,
South Dakota
| $18K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $14.4K | – | – | – |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| $13.5K | – | – | – |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6.04K | – | – | – |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $5.49K | +$161 | +14 | +3% |
|
|
GI
56
Gradient Investments
Arden Hills,
Minnesota
| $2.33K | +$2.22K | +193 | New |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | -$1.79K | -156 | -50% |
|
|
FWM
58
Focused Wealth Management
Newburgh,
New York
| $1.21K | – | – | – |
|
|
59
Allspring Global Investments
Charlotte,
North Carolina
| – | -$1.7M | -147,994 | Closed |
|
|
WAM
60
Weiss Asset Management
Boston,
Massachusetts
| – | -$536K | -46,626 | Closed |
|
61
Invesco
Atlanta,
Georgia
| – | -$184K | -16,036 | Closed |
|
62
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$157K | -13,637 | Closed |
|
|
EC
63
Elequin Capital
New York
| – | -$21.2K | -1,847 | Closed |
|
|
FIA
64
FNY Investment Advisers
New York
| – | -$9K | -800 | Closed |
|
HYI Hedge Fund Activity: Q4 2023 in Review
58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2023, worth a combined $96.7M — up 14% from $84.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new HYI positions and 6 closed out — a net gain of 6 holders — while 11 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $1.7M sold.
- 58 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2023, up from 52 in Q3 2023.
- Funds reported $96.7M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2023, up 14% quarter-over-quarter.
- 12 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2023 and 6 closed out, a net change of +6 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2023 was Morgan Stanley, an estimated $4.8M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2023 was Allspring Global Investments, an estimated $1.7M sold.
Based on aggregated 13F filings for Q4 2023.