Western Asset High Yield Opportunity Fund Inc
HYI
57 hedge funds and large institutions have $87.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
2% less funds holding
Funds holding: 58 → 57 (-1)
3.16% less ownership
Funds ownership: 35.31% → 32.15% (-3.2%)
10% less capital invested
Capital invested by funds: $96.7M → $87.1M (-$9.66M)
35% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$666K |
| 2 |
BI
Bramshill Investments
Naples,
Florida
|
+$608K |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
+$425K |
| 4 |
HC
Hara Capital
Bellevue,
Washington
|
+$392K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.91M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.39M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$594K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$485K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$417K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIC
51
SJS Investment Consulting
Sylvania,
Ohio
| $18.3K | – | – | – |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $14.3K | – | – | – |
|
|
GWSG
53
GPS Wealth Strategies Group
Centennial,
Colorado
| $13.3K | – | – | – |
|
|
GJWM
54
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $6.33K | +$6.37K | +529 | New |
|
|
NA
55
NewEdge Advisors
New Orleans,
Louisiana
| $5.28K | -$157 | -13 | -3% |
|
56
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $2K | – | – | – |
|
|
FIA
57
FNY Investment Advisers
New York
| $9 | +$9.64K | +800 | New |
|
|
LCM
58
Landscape Capital Management
Englewood,
New Jersey
| – | -$381K | -31,534 | Closed |
|
59
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$147K | -12,140 | Closed |
|
|
RIM
60
Rockbridge Investment Management
Syracuse,
New York
| – | -$36.8K | -3,040 | Closed |
|
|
FPB
61
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$18K | -1,500 | Closed |
|
|
GI
62
Gradient Investments
Arden Hills,
Minnesota
| – | -$2.33K | -193 | Closed |
|
|
FWM
63
Focused Wealth Management
Newburgh,
New York
| – | -$1.21K | -100 | Closed |
|
HYI Hedge Fund Activity: Q1 2024 in Review
57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2024, worth a combined $87.1M — down 10% from $96.7M a quarter earlier.
Fund positioning in HYI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 23 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $666K. The largest seller was Morgan Stanley, cutting an estimated $4.91M.
- 57 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2024, down from 58 in Q4 2023.
- Funds reported $87.1M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2024, down 10% quarter-over-quarter.
- 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2024 and 6 closed out, a net change of 0 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2024 was Guggenheim Capital, an estimated $666K added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.91M sold.
Based on aggregated 13F filings for Q1 2024.