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HYI

Western Asset High Yield Opportunity Fund Inc
HYI

55 hedge funds and large institutions have $75.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 53 → 55 (+2)

1.5% more ownership

Funds ownership: 26.54% → 28.04% (+1.5%)

3% more capital invested

Capital invested by funds: $72.7M → $75.1M (+$2.43M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HC
Hara Capital
Washington
+$1.58M
2
GC
Guggenheim Capital
Illinois
+$800K
3
AC
Almitas Capital
California
+$783K
4
Invesco
Invesco
Georgia
+$307K
5
SFS
Shaker Financial Services
Virginia
+$206K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$1.6M
2
Morgan Stanley
Morgan Stanley
New York
-$708K
3
PAIM
Punch & Associates Investment Management
Minnesota
-$648K
4
SA
SFI Advisors
New Jersey
-$570K
5
Wells Fargo
Wells Fargo
California
-$454K
Name Holding Trade Value Shares
Change 		Change in
Stake
NWMP
51
Noble Wealth Management PBC
Colorado
$21.6K +$22.1K +1,825 New
GWSG
52
GPS Wealth Strategies Group
Colorado
$13.2K – – –
PWA
53
Provenance Wealth Advisors
Florida
$5.79K – – –
NA
54
NewEdge Advisors
Louisiana
$5.65K +$182 +15 +3%
WA
55
WPG Advisers
Maryland
$1.37K +$1.41K +116 New
SA
56
SFI Advisors
New Jersey
– -$570K -46,006 Closed
BRWA
57
B. Riley Wealth Advisors
Florida
– -$130K -10,600 Closed
HI
58
Harbour Investments
Wisconsin
– -$14.8K -1,194 Closed
FIA
59
FNY Investment Advisers
New York
– -$9K -800 Closed
GJWM
60
Gilliland Jeter Wealth Management
Arkansas
– -$6.55K -529 Closed
1 2
3

HYI Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2024, worth a combined $75.1M — up 3.3% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYI positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Hara Capital, adding an estimated $1.58M. The largest seller was International Assets Investment Management, cutting an estimated $1.6M.

  • 55 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $75.1M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2024 was Hara Capital, an estimated $1.58M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2024 was International Assets Investment Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2024.