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HYI

Western Asset High Yield Opportunity Fund Inc

53 hedge funds and large institutions have $87.3M invested in Western Asset High Yield Opportunity Fund Inc in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $77M → $87.3M (+$10.2M)

4% more funds holding

Funds holding: 5153 (+2)

0.53% more ownership

Funds ownership: 30.33%30.86% (+0.53%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$28.2M +$40.8K +3,407 +0.2%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.3M +$1M +83,666 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$5.37M -$210K -17,496 -4%
Morgan Stanley
4
Morgan Stanley
New York
$4.88M +$82.2K +6,865 +2%
Wells Fargo
5
Wells Fargo
California
$4M -$364K -30,344 -9%
UCI
6
Uncommon Cents Investing
Wisconsin
$3.95M -$4.79K -400 -0.1%
GC
7
Guggenheim Capital
Illinois
$2.41M +$555K +46,309 +32%
CIA
8
Capital Investment Advisors
Georgia
$2.36M -$117K -9,753 -5%
GA
9
GraniteShares Advisors
New York
$2.34M -$12.8K -1,067 -0.6%
PMG
10
Private Management Group
California
$1.88M +$596K +49,793 +49%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.85M +$400K +33,364 +29%
RJA
12
Raymond James & Associates
Florida
$1.73M -$197K -16,458 -11%
Cohen & Steers
13
Cohen & Steers
New York
$1.73M
EGA
14
E&G Advisors
Texas
$1.61M -$51.5K -4,300 -3%
SIA
15
Sit Investment Associates
Minnesota
$1.57M +$1.51M +125,955 New
1CP
16
1607 Capital Partners
Virginia
$1.56M +$86.3K +7,200 +6%
COLIM
17
City of London Investment Management
United Kingdom
$1.29M +$194K +16,168 +19%
TA
18
TFB Advisors
Kansas
$1.27M +$1.21M +101,408 New
Stifel Financial
19
Stifel Financial
Missouri
$998K -$60.7K -5,068 -6%
UBS Group
20
UBS Group
Switzerland
$973K -$498K -41,555 -35%
SPIA
21
Steward Partners Investment Advisory
New York
$947K +$23.6K +1,974 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$823K -$2.49K -208 -0.3%
CP
23
Camelot Portfolios
Ohio
$740K +$92.2K +7,694 +15%
Invesco
24
Invesco
Georgia
$447K -$229K -19,108 -35%
Bank of America
25
Bank of America
North Carolina
$439K -$77.7K -6,487 -16%

HYI Hedge Fund Activity: Q4 2022 in Review

53 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2022, worth a combined $87.3M — up 13% from $77M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new HYI positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 19 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.51M. The largest seller was Ameritas Advisory Services, exiting entirely with an estimated $1.89M sold.

  • 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2022, up from 51 in Q3 2022.
  • Funds reported $87.3M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2022, up 13% quarter-over-quarter.
  • 8 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2022 and 6 closed out, a net change of +2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2022 was Sit Investment Associates, an estimated $1.51M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2022 was Ameritas Advisory Services, an estimated $1.89M sold.

Based on aggregated 13F filings for Q4 2022.