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HYI

Western Asset High Yield Opportunity Fund Inc

51 hedge funds and large institutions have $77M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 21 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

9% more funds holding

Funds holding: 4751 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.76% less ownership

Funds ownership: 31.09%30.33% (-0.76%)

10% less capital invested

Capital invested by funds: $85.5M → $77M (-$8.48M)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
10
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$25.3M -$1.5M -121,390 -5%
PAIM
2
Punch & Associates Investment Management
Minnesota
$8.35M +$1.07M +86,592 +13%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.02M +$274K +22,160 +5%
Morgan Stanley
4
Morgan Stanley
New York
$4.31M +$96.3K +7,790 +2%
Wells Fargo
5
Wells Fargo
California
$3.93M -$647K -52,276 -13%
UCI
6
Uncommon Cents Investing
Wisconsin
$3.55M -$14.8K -1,200 -0.4%
CIA
7
Capital Investment Advisors
Georgia
$2.23M -$157K -12,710 -6%
GA
8
GraniteShares Advisors
New York
$2.11M -$27.8K -2,250 -1%
AAS
9
Ameritas Advisory Services
Nebraska
$1.89M -$414K -33,467 -17%
RJA
10
Raymond James & Associates
Florida
$1.74M -$159K -12,883 -8%
GC
11
Guggenheim Capital
Illinois
$1.64M +$40K +3,231 +2%
Cohen & Steers
12
Cohen & Steers
New York
$1.55M
EGA
13
E&G Advisors
Texas
$1.49M -$19.8K -1,600 -1%
UBS Group
14
UBS Group
Switzerland
$1.34M -$267K -21,573 -15%
1CP
15
1607 Capital Partners
Virginia
$1.32M +$225K +18,200 +18%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$1.28M
PMG
17
Private Management Group
California
$1.13M +$1.25M +100,713 New
COLIM
18
City of London Investment Management
United Kingdom
$982K +$1.08M +87,156 New
Stifel Financial
19
Stifel Financial
Missouri
$953K +$16.4K +1,323 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$828K -$75.8K -6,129 -8%
Osaic Holdings
21
Osaic Holdings
Arizona
$741K -$23.3K -1,887 -3%
Invesco
22
Invesco
Georgia
$615K -$2.81M -226,916 -81%
CP
23
Camelot Portfolios
Ohio
$578K -$253K -20,493 -28%
Bank of America
24
Bank of America
North Carolina
$467K -$57.4K -4,639 -10%
LPL Financial
25
LPL Financial
California
$387K +$77.2K +6,239 +22%

HYI Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q3 2022, worth a combined $77M — down 9.9% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 3 closed out — a net gain of 5 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Private Management Group, opening a new position worth an estimated $1.25M. The largest seller was Invesco, cutting an estimated $2.81M.

  • 51 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q3 2022, up from 47 in Q2 2022.
  • Funds reported $77M of Western Asset High Yield Opportunity Fund Inc stock for Q3 2022, down 9.9% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q3 2022 and 3 closed out, a net change of +5 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q3 2022 was Private Management Group, an estimated $1.25M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q3 2022 was Invesco, an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2022.