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HYI

Western Asset High Yield Opportunity Fund Inc

48 hedge funds and large institutions have $101M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

0% more funds holding

Funds holding: 4848 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.35% less ownership

Funds ownership: 29.15%28.8% (-0.35%)

1% less capital invested

Capital invested by funds: $102M → $101M (-$1.18M)

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$28.9M +$755K +49,397 +3%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.2M +$335K +21,923 +3%
Wells Fargo
3
Wells Fargo
California
$8.32M -$85.5K -5,597 -1%
UCI
4
Uncommon Cents Investing
Wisconsin
$5.08M -$71.8K -4,700 -1%
COLIM
5
City of London Investment Management
United Kingdom
$4.97M -$907K -59,328 -16%
Invesco
6
Invesco
Georgia
$4.96M -$9.35K -612 -0.2%
CIA
7
Capital Investment Advisors
Georgia
$4.92M -$255K -16,662 -5%
Morgan Stanley
8
Morgan Stanley
New York
$4.91M +$306K +20,012 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$3.22M +$90.3K +5,906 +3%
Cohen & Steers
10
Cohen & Steers
New York
$2.87M -$413K -27,000 -13%
CP
11
Camelot Portfolios
Ohio
$2.79M +$219K +14,319 +9%
RJA
12
Raymond James & Associates
Florida
$2.33M +$30.8K +2,012 +1%
EGA
13
E&G Advisors
Texas
$2.13M
UBS Group
14
UBS Group
Switzerland
$2.03M +$198K +12,965 +11%
GC
15
Guggenheim Capital
Illinois
$1.88M +$178K +11,627 +11%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.5M +$84.3K +5,513 +6%
Stifel Financial
17
Stifel Financial
Missouri
$1.36M -$79K -5,171 -6%
Bank of America
18
Bank of America
North Carolina
$1.05M -$120K -7,838 -10%
SPIA
19
Steward Partners Investment Advisory
New York
$980K +$10.7K +701 +1%
RCM
20
Rivernorth Capital Management
Florida
$823K -$340K -22,215 -29%
GHAM
21
Gilman Hill Asset Management
Connecticut
$521K +$40.1K +2,625 +8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$471K +$8.7K +569 +2%
AAM
23
Advisors Asset Management
Colorado
$448K -$1.02K -67 -0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$397K +$7.64K +500 +2%
CHAM
25
Clear Harbor Asset Management
Connecticut
$375K +$8.79K +575 +2%

HYI Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2021, worth a combined $101M — down 1.2% from $102M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new HYI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Bramshill Investments, adding an estimated $755K. The largest seller was City of London Investment Management, cutting an estimated $907K.

  • 48 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $101M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2021, down 1.2% quarter-over-quarter.
  • 5 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2021 and 4 closed out, a net change of +1 holder.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2021 was Bramshill Investments, an estimated $755K added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2021 was City of London Investment Management, an estimated $907K sold.

Based on aggregated 13F filings for Q1 2021.