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HYI

Western Asset High Yield Opportunity Fund Inc

49 hedge funds and large institutions have $120M invested in Western Asset High Yield Opportunity Fund Inc in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

29% more funds holding

Funds holding: 3849 (+11)

10% more capital invested

Capital invested by funds: $109M → $120M (+$10.6M)

4.51% more ownership

Funds ownership: 28.66%33.16% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
49
Holders Change
+11
Holders Change %
+28.95%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
12
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$25.9M -$315K -19,366 -1%
GC
2
Guggenheim Capital
Illinois
$9.07M -$742K -45,674 -7%
Morgan Stanley
3
Morgan Stanley
New York
$8.45M -$1.07M -65,876 -11%
TAM
4
Third Avenue Management
New York
$8.39M -$678K -41,778 -7%
RCM
5
Rivernorth Capital Management
Florida
$7.69M +$2.13M +131,453 +37%
Invesco
6
Invesco
Georgia
$7.14M +$122K +7,526 +2%
Wells Fargo
7
Wells Fargo
California
$6.05M +$4.2M +258,317 +206%
PRCM
8
Pine River Capital Management
Minnesota
$5.9M +$490K +30,152 +9%
Bank of America
9
Bank of America
North Carolina
$4.57M -$851K -52,413 -15%
PAM
10
PT Asset Management
Illinois
$4.47M +$4.6M +283,466 New
COLIM
11
City of London Investment Management
United Kingdom
$4.13M +$3.66M +225,273 +609%
AAM
12
Advisors Asset Management
Colorado
$3.22M -$1.14M -70,310 -26%
CC
13
Carlson Capital
Texas
$2.42M
KSCM
14
Kamunting Street Capital Management
Florida
$2.06M -$149K -9,170 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84M
WAM
16
Wolverine Asset Management
Illinois
$1.76M +$706K +43,464 +64%
UCFA
17
United Capital Financial Advisors
Texas
$1.75M +$1.21M +74,430 +203%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.71M +$1.2M +73,762 +214%
UBS Group
19
UBS Group
Switzerland
$1.49M +$1.53M +94,163 New
Cohen & Steers
20
Cohen & Steers
New York
$1.33M
LCM
21
Landscape Capital Management
New Jersey
$1.16M +$429K +26,400 +56%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$1.14M +$1.18M +72,547 New
SG Americas Securities
23
SG Americas Securities
New York
$953K +$982K +60,459 New
MIG
24
Mariner Investment Group
New York
$886K +$912K +56,179 New
CA
25
Cornerstone Advisors
North Carolina
$704K

HYI Hedge Fund Activity: Q4 2014 in Review

49 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2014, worth a combined $120M — up 9.7% from $109M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new HYI positions and 1 closed out — a net gain of 12 holders — while 12 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.2M. The largest seller was Advisors Asset Management, cutting an estimated $1.14M.

  • 49 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2014, up from 38 in Q3 2014.
  • Funds reported $120M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2014, up 9.7% quarter-over-quarter.
  • 13 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2014 and 1 closed out, a net change of +12 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2014 was Wells Fargo, an estimated $4.2M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2014 was Advisors Asset Management, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2014.