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HYI

Western Asset High Yield Opportunity Fund Inc

53 hedge funds and large institutions have $86.1M invested in Western Asset High Yield Opportunity Fund Inc in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

4% more funds holding

Funds holding: 5153 (+2)

0.57% more ownership

Funds ownership: 31.76%32.33% (+0.57%)

0% more capital invested

Capital invested by funds: $86M → $86.1M (+$65.5K)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
11
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bramshill Investments
Florida
$26.6M +$105K +9,069 +0.4%
PAIM
2
Punch & Associates Investment Management
Minnesota
$10.3M -$407K -35,066 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.1M -$109K -9,364 -2%
SIA
4
Sit Investment Associates
Minnesota
$5.73M +$1.46M +125,302 +35%
Morgan Stanley
5
Morgan Stanley
New York
$4.64M -$18.8K -1,619 -0.4%
UCI
6
Uncommon Cents Investing
Wisconsin
$3.65M -$20.3K -1,750 -0.6%
Wells Fargo
7
Wells Fargo
California
$3.55M -$102K -8,793 -3%
GC
8
Guggenheim Capital
Illinois
$3.14M +$215K +18,496 +7%
CIA
9
Capital Investment Advisors
Georgia
$2.03M -$62.6K -5,390 -3%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$1.74M
PMG
11
Private Management Group
California
$1.71M -$40.3K -3,467 -2%
Cohen & Steers
12
Cohen & Steers
New York
$1.63M
RJA
13
Raymond James & Associates
Florida
$1.62M -$22K -1,892 -1%
1CP
14
1607 Capital Partners
Virginia
$1.54M +$69.7K +6,000 +5%
EGA
15
E&G Advisors
Texas
$1.46M -$16.3K -1,400 -1%
TA
16
TFB Advisors
Kansas
$1.33M +$56.6K +4,873 +4%
COLIM
17
City of London Investment Management
United Kingdom
$1.19M +$1.18M +101,625 New
CP
18
Camelot Portfolios
Ohio
$874K +$92K +7,922 +12%
SPIA
19
Steward Partners Investment Advisory
New York
$768K -$154K -13,265 -17%
Osaic Holdings
20
Osaic Holdings
Arizona
$717K -$65.9K -5,673 -9%
Stifel Financial
21
Stifel Financial
Missouri
$713K -$41.6K -3,582 -6%
Bank of America
22
Bank of America
North Carolina
$565K +$137K +11,800 +33%
LPL Financial
23
LPL Financial
California
$550K +$54.9K +4,728 +11%
CPRC
24
Consolidated Portfolio Review Corp
New York
$448K +$6.74K +580 +2%
UBS Group
25
UBS Group
Switzerland
$406K -$357K -30,759 -47%

HYI Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q2 2023, worth a combined $86.1M — up 0.08% from $86M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new HYI positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.46M. The largest seller was Punch & Associates Investment Management, cutting an estimated $407K.

  • 53 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q2 2023, up from 51 in Q1 2023.
  • Funds reported $86.1M of Western Asset High Yield Opportunity Fund Inc stock for Q2 2023, up 0.08% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q2 2023 was Sit Investment Associates, an estimated $1.46M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q2 2023 was Punch & Associates Investment Management, an estimated $407K sold.

Based on aggregated 13F filings for Q2 2023.