Western Asset High Yield Opportunity Fund Inc
HYI
53 hedge funds and large institutions have $72.7M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
6% more funds holding
Funds holding: 50 → 53 (+3)
3% less capital invested
Capital invested by funds: $74.8M → $72.7M (-$2.12M)
1.91% less ownership
Funds ownership: 28.45% → 26.54% (-1.9%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.57M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$706K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$418K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$384K |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bramshill Investments
Naples,
Florida
|
-$4.76M |
| 2 |
PMG
Private Management Group
Irvine,
California
|
-$1.59M |
| 3 |
HC
Hara Capital
Bellevue,
Washington
|
-$956K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$555K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$511K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJWM
51
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| $6.55K | – | – | – |
|
|
PWA
52
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| $6.07K | +$5.86K | +490 | New |
|
|
NA
53
NewEdge Advisors
New Orleans,
Louisiana
| $5.73K | +$132 | +11 | +2% |
|
|
BI
54
Bramshill Investments
Naples,
Florida
| – | -$4.76M | -410,194 | Closed |
|
|
PMG
55
Private Management Group
Irvine,
California
| – | -$1.59M | -136,644 | Closed |
|
|
LCM
56
Landscape Capital Management
Englewood,
New Jersey
| – | -$555K | -47,817 | Closed |
|
|
WAM
57
Wolverine Asset Management
Chicago,
Illinois
| – | -$94.6K | -8,158 | Closed |
|
|
CAS
58
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.58K | -309 | Closed |
|
59
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -159 | Closed |
|
HYI Hedge Fund Activity: Q3 2024 in Review
53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2024, worth a combined $72.7M — down 2.8% from $74.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new HYI positions and 6 closed out — a net gain of 3 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $1.57M. The largest seller was Bramshill Investments, exiting entirely with an estimated $4.76M sold.
- 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2024, up from 50 in Q2 2024.
- Funds reported $72.7M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2024, down 2.8% quarter-over-quarter.
- 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2024 and 6 closed out, a net change of +3 holders.
- The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2024 was International Assets Investment Management, an estimated $1.57M added.
- The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2024 was Bramshill Investments, an estimated $4.76M sold.
Based on aggregated 13F filings for Q3 2024.