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HYI

Western Asset High Yield Opportunity Fund Inc

48 hedge funds and large institutions have $102M invested in Western Asset High Yield Opportunity Fund Inc in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

13% more capital invested

Capital invested by funds: $89.7M → $102M (+$12.1M)

12% more funds holding

Funds holding: 4348 (+5)

0.93% more ownership

Funds ownership: 28.23%29.15% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$28.1M +$7.6M +514,840 +39%
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.88M +$2.85M +193,171 +43%
Wells Fargo
3
Wells Fargo
California
$8.4M -$467K -31,645 -5%
COLIM
4
City of London Investment Management
United Kingdom
$5.89M -$440K -29,796 -7%
CIA
5
Capital Investment Advisors
Georgia
$5.17M -$194K -13,155 -4%
UCI
6
Uncommon Cents Investing
Wisconsin
$5.14M +$28.4K +1,925 +0.6%
Invesco
7
Invesco
Georgia
$4.96M -$139K -9,448 -3%
Morgan Stanley
8
Morgan Stanley
New York
$4.59M -$9.03M -611,818 -67%
Cohen & Steers
9
Cohen & Steers
New York
$3.29M
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.13M +$1.01M +68,512 +51%
CP
11
Camelot Portfolios
Ohio
$2.57M +$236K +15,960 +11%
RJA
12
Raymond James & Associates
Florida
$2.3M -$79K -5,350 -3%
EGA
13
E&G Advisors
Texas
$2.12M +$14.8K +1,000 +0.7%
UBS Group
14
UBS Group
Switzerland
$1.82M +$11.4K +773 +0.7%
GC
15
Guggenheim Capital
Illinois
$1.7M -$249K -16,858 -13%
Stifel Financial
16
Stifel Financial
Missouri
$1.44M +$1.07M +72,377 +344%
Osaic Holdings
17
Osaic Holdings
Arizona
$1.42M +$538K +36,429 +66%
SIA
18
Sit Investment Associates
Minnesota
$1.19M +$775K +52,519 +213%
Bank of America
19
Bank of America
North Carolina
$1.17M -$118K -7,975 -10%
RCM
20
Rivernorth Capital Management
Florida
$1.17M -$897K -60,755 -45%
SPIA
21
Steward Partners Investment Advisory
New York
$969K +$93.8K +6,354 +11%
GHAM
22
Gilman Hill Asset Management
Connecticut
$480K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$462K -$15.1K -1,021 -3%
AAM
24
Advisors Asset Management
Colorado
$449K -$4.92K -333 -1%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$389K +$92.4K +6,258 +33%

HYI Hedge Fund Activity: Q4 2020 in Review

48 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2020, worth a combined $102M — up 13% from $89.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 14 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $7.6M. The largest seller was Morgan Stanley, cutting an estimated $9.03M.

  • 48 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $102M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2020, up 13% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2020 was Bramshill Investments, an estimated $7.6M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2020 was Morgan Stanley, an estimated $9.03M sold.

Based on aggregated 13F filings for Q4 2020.