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HYI

Western Asset High Yield Opportunity Fund Inc

57 hedge funds and large institutions have $87.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5857 (-1)

3.16% less ownership

Funds ownership: 35.31%32.15% (-3.2%)

10% less capital invested

Capital invested by funds: $96.7M → $87.1M (-$9.66M)

35% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 23

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$17.9M -$3.39M -281,021 -16%
BI
2
Bramshill Investments
Florida
$11.9M +$608K +50,480 +5%
PAIM
3
Punch & Associates Investment Management
Minnesota
$10.6M -$323K -26,814 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.97M +$23.8K +1,972 +0.4%
GC
5
Guggenheim Capital
Illinois
$4.95M +$666K +55,302 +15%
Morgan Stanley
6
Morgan Stanley
New York
$4.91M -$4.91M -407,947 -50%
UCI
7
Uncommon Cents Investing
Wisconsin
$3.65M -$15.7K -1,300 -0.4%
Wells Fargo
8
Wells Fargo
California
$3.48M -$85.5K -7,095 -2%
COLIM
9
City of London Investment Management
United Kingdom
$2.13M -$594K -49,274 -22%
HC
10
Hara Capital
Washington
$1.84M +$392K +32,533 +27%
PMG
11
Private Management Group
California
$1.66M -$41.8K -3,472 -2%
Cohen & Steers
12
Cohen & Steers
New York
$1.66M
CIA
13
Capital Investment Advisors
Georgia
$1.65M -$103K -8,529 -6%
1CP
14
1607 Capital Partners
Virginia
$1.62M
RJA
15
Raymond James & Associates
Florida
$1.54M +$140K +11,591 +10%
TA
16
TFB Advisors
Kansas
$1.08M
EGA
17
E&G Advisors
Texas
$1.04M -$3.61K -300 -0.3%
SPIA
18
Steward Partners Investment Advisory
New York
$813K +$12.8K +1,059 +2%
CP
19
Camelot Portfolios
Ohio
$687K -$417K -34,619 -38%
Stifel Financial
20
Stifel Financial
Missouri
$670K -$63.4K -5,262 -9%
Osaic Holdings
21
Osaic Holdings
Arizona
$655K +$2.55K +212 +0.4%
Bank of America
22
Bank of America
North Carolina
$585K -$182K -15,132 -24%
RVPG
23
Relative Value Partners Group
$548K -$98.4K -8,171 -15%
SFS
24
Shaker Financial Services
Virginia
$502K -$485K -40,275 -49%
LPL Financial
25
LPL Financial
California
$447K +$79.7K +6,614 +22%

HYI Hedge Fund Activity: Q1 2024 in Review

57 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q1 2024, worth a combined $87.1M — down 10% from $96.7M a quarter earlier.

Fund positioning in HYI was balanced in Q1 2024: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 23 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $666K. The largest seller was Morgan Stanley, cutting an estimated $4.91M.

  • 57 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q1 2024, down from 58 in Q4 2023.
  • Funds reported $87.1M of Western Asset High Yield Opportunity Fund Inc stock for Q1 2024, down 10% quarter-over-quarter.
  • 6 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q1 2024 and 6 closed out, a net change of 0 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q1 2024 was Guggenheim Capital, an estimated $666K added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q1 2024 was Morgan Stanley, an estimated $4.91M sold.

Based on aggregated 13F filings for Q1 2024.