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HYI

Western Asset High Yield Opportunity Fund Inc

52 hedge funds and large institutions have $73.8M invested in Western Asset High Yield Opportunity Fund Inc in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

13% more funds holding

Funds holding: 4652 (+6)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

5.61% less ownership

Funds ownership: 26.27%20.65% (-5.6%)

22% less capital invested

Capital invested by funds: $94.8M → $73.8M (-$21M)

Holders
52
Holders Change
+6
Holders Change %
+13.04%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
13
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
1
Punch & Associates Investment Management
Minnesota
$10.3M +$213K +13,695 +2%
Wells Fargo
2
Wells Fargo
California
$6.37M -$927K -59,480 -13%
Morgan Stanley
3
Morgan Stanley
New York
$5.67M +$95.6K +6,134 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.26M +$1.51M +96,630 +41%
UCI
5
Uncommon Cents Investing
Wisconsin
$5.16M -$10.1K -650 -0.2%
Invesco
6
Invesco
Georgia
$4.98M -$931K -59,738 -16%
CIA
7
Capital Investment Advisors
Georgia
$3.93M -$346K -22,234 -8%
AAS
8
Ameritas Advisory Services
Nebraska
$3.13M +$3.09M +198,470 New
RJA
9
Raymond James & Associates
Florida
$2.71M +$198K +12,697 +8%
GA
10
GraniteShares Advisors
New York
$2.66M +$2.63M +168,894 New
UBS Group
11
UBS Group
Switzerland
$2.65M -$27K -1,736 -1%
GC
12
Guggenheim Capital
Illinois
$2.53M +$172K +11,041 +7%
Cohen & Steers
13
Cohen & Steers
New York
$2.18M
EGA
14
E&G Advisors
Texas
$2.17M +$1.56K +100 +0.1%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.66M -$5.52K -354 -0.3%
Stifel Financial
16
Stifel Financial
Missouri
$1.59M +$49.5K +3,176 +3%
SPIA
17
Steward Partners Investment Advisory
New York
$1.17M +$54K +3,465 +5%
Bank of America
18
Bank of America
North Carolina
$1.1M +$61K +3,914 +6%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$969K +$958K +61,505 New
SFS
20
Shaker Financial Services
Virginia
$820K +$810K +52,013 New
GHAM
21
Gilman Hill Asset Management
Connecticut
$532K
BRWM
22
B. Riley Wealth Management
Tennessee
$514K +$22.2K +1,425 +5%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$477K -$36.1K -2,316 -7%
TIM
24
Triad Investment Management
California
$453K +$447K +28,700 New
AAM
25
Advisors Asset Management
Colorado
$449K -$1.32K -85 -0.3%

HYI Hedge Fund Activity: Q4 2021 in Review

52 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2021, worth a combined $73.8M — down 22% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new HYI positions and 5 closed out — a net gain of 9 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $1.51M. The largest seller was Bramshill Investments, exiting entirely with an estimated $25.7M sold.

  • 52 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $73.8M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2021, down 22% quarter-over-quarter.
  • 14 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2021 and 5 closed out, a net change of +9 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2021 was Raymond James Financial Services Advisors, an estimated $1.51M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2021 was Bramshill Investments, an estimated $25.7M sold.

Based on aggregated 13F filings for Q4 2021.