Western Asset High Yield Opportunity Fund Inc
HYI
50 hedge funds and large institutions have $74.8M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 11 closing their positions.
3.7% less ownership
Funds ownership: 32.15% → 28.45% (-3.7%)
12% less funds holding
Funds holding: 57 → 50 (-7)
14% less capital invested
Capital invested by funds: $87.1M → $74.8M (-$12.3M)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$790K |
| 2 |
Wells Fargo
San Francisco,
California
|
+$623K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$556K |
| 4 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
+$424K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$417K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$6.79M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.9M |
| 3 |
Morgan Stanley
New York
|
-$1.68M |
| 4 |
RVPG
Relative Value Partners Group
|
-$548K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$510K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RVPG
51
Relative Value Partners Group
| – | -$548K | -45,691 | Closed |
|
|
PI
52
PFG Investments
Woodbury,
New York
| – | -$422K | -35,273 | Closed |
|
|
PIWA
53
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| – | -$247K | -20,637 | Closed |
|
|
GWMR
54
GC Wealth Management RIA
Cambridge,
Massachusetts
| – | -$188K | -15,695 | Closed |
|
|
GM
55
GeoWealth Management
Chicago,
Illinois
| – | -$184K | -15,423 | Closed |
|
56
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$149K | -12,446 | Closed |
|
|
SP
57
Stonebrook Private
Northville,
Michigan
| – | -$130K | -10,828 | Closed |
|
|
FFWM
58
Future Financial Wealth Management
Cincinnati,
Ohio
| – | -$82.5K | -6,900 | Closed |
|
59
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$30.5K | -2,550 | Closed |
|
|
SIC
60
SJS Investment Consulting
Sylvania,
Ohio
| – | -$18.3K | -1,530 | Closed |
|
|
FIA
61
FNY Investment Advisers
New York
| – | -$9 | -800 | Closed |
|
HYI Hedge Fund Activity: Q2 2024 in Review
50 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2024, worth a combined $74.8M — down 14% from $87.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of HYI and 5 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 14 added.
The largest buyer was Shaker Financial Services, adding an estimated $790K. The largest seller was Bramshill Investments, cutting an estimated $6.79M.
- 50 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2024, down from 57 in Q1 2024.
- Funds reported $74.8M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2024, down 14% quarter-over-quarter.
- 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2024 and 11 closed out, a net change of -6 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2024 was Shaker Financial Services, an estimated $790K added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2024 was Bramshill Investments, an estimated $6.79M sold.
Based on aggregated 13F filings for Q2 2024.