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HYI

Western Asset High Yield Opportunity Fund Inc

51 hedge funds and large institutions have $86M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.9% more ownership

Funds ownership: 30.86%31.76% (+0.9%)

1% less capital invested

Capital invested by funds: $87.3M → $86M (-$1.26M)

4% less funds holding

Funds holding: 5351 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
16
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$27M -$91.9K -7,485 -0.3%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.9M +$1.03M +83,857 +10%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.33M +$1.21M +98,366 +23%
Morgan Stanley
4
Morgan Stanley
New York
$4.75M +$65.9K +5,370 +1%
SIA
5
Sit Investment Associates
Minnesota
$4.34M +$2.9M +236,309 +188%
UCI
6
Uncommon Cents Investing
Wisconsin
$3.74M -$48.3K -3,930 -1%
Wells Fargo
7
Wells Fargo
California
$3.72M -$117K -9,525 -3%
GC
8
Guggenheim Capital
Illinois
$2.98M +$686K +55,861 +29%
CIA
9
Capital Investment Advisors
Georgia
$2.13M -$140K -11,402 -6%
PMG
10
Private Management Group
California
$1.78M -$22.5K -1,830 -1%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.77M
RJA
12
Raymond James & Associates
Florida
$1.67M +$9.68K +788 +0.6%
Cohen & Steers
13
Cohen & Steers
New York
$1.66M
EGA
14
E&G Advisors
Texas
$1.5M -$44.8K -3,650 -3%
1CP
15
1607 Capital Partners
Virginia
$1.5M
TA
16
TFB Advisors
Kansas
$1.3M +$88.7K +7,222 +7%
SPIA
17
Steward Partners Investment Advisory
New York
$942K +$34.2K +2,786 +4%
Osaic Holdings
18
Osaic Holdings
Arizona
$799K +$9.05K +737 +1%
CP
19
Camelot Portfolios
Ohio
$796K +$88.7K +7,222 +12%
UBS Group
20
UBS Group
Switzerland
$782K -$155K -12,650 -16%
Stifel Financial
21
Stifel Financial
Missouri
$770K -$193K -15,701 -20%
LPL Financial
22
LPL Financial
California
$505K +$94.1K +7,662 +22%
CPRC
23
Consolidated Portfolio Review Corp
New York
$449K +$461K +37,514 New
Bank of America
24
Bank of America
North Carolina
$435K +$14K +1,141 +3%
Invesco
25
Invesco
Georgia
$406K -$23.5K -1,916 -5%

HYI Hedge Fund Activity: Q1 2023 in Review

51 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2023, worth a combined $86M — down 1.4% from $87.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of HYI and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.9M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $2.34M sold.

  • 51 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2023, down from 53 in Q4 2022.
  • Funds reported $86M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 7 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2023 and 9 closed out, a net change of -2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2023 was Sit Investment Associates, an estimated $2.9M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2023 was GraniteShares Advisors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q1 2023.