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HYI

Western Asset High Yield Opportunity Fund Inc

55 hedge funds and large institutions have $75.1M invested in Western Asset High Yield Opportunity Fund Inc in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

4% more funds holding

Funds holding: 5355 (+2)

1.5% more ownership

Funds ownership: 26.54%28.04% (+1.5%)

3% more capital invested

Capital invested by funds: $72.7M → $75.1M (+$2.43M)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$17.6M
PAIM
2
Punch & Associates Investment Management
Minnesota
$9.79M -$648K -53,415 -6%
Raymond James Financial
3
Raymond James Financial
Florida
$8.39M +$8.62M +709,971 New
GC
4
Guggenheim Capital
Illinois
$5.28M +$800K +65,926 +17%
HA
5
Huntleigh Advisors
Missouri
$4.04M +$4.15M +341,886 New
Wells Fargo
6
Wells Fargo
California
$3.67M -$454K -37,413 -11%
UCI
7
Uncommon Cents Investing
Wisconsin
$3.53M -$31.3K -2,580 -0.9%
HC
8
Hara Capital
Washington
$2.73M +$1.58M +130,095 +129%
Morgan Stanley
9
Morgan Stanley
New York
$1.96M -$708K -58,326 -26%
SFS
10
Shaker Financial Services
Virginia
$1.91M +$206K +16,943 +12%
Cohen & Steers
11
Cohen & Steers
New York
$1.64M
CIA
12
Capital Investment Advisors
Georgia
$1.49M -$79.9K -6,584 -5%
TA
13
TFB Advisors
Kansas
$1.11M
EGA
14
E&G Advisors
Texas
$926K -$92.1K -7,592 -9%
CPRC
15
Consolidated Portfolio Review Corp
New York
$873K +$14.8K +1,221 +2%
SPIA
16
Steward Partners Investment Advisory
New York
$870K +$27.6K +2,271 +3%
1CP
17
1607 Capital Partners
Virginia
$837K -$276K -22,756 -24%
Invesco
18
Invesco
Georgia
$823K +$307K +25,306 +57%
AC
19
Almitas Capital
California
$762K +$783K +64,498 New
EAM
20
Everstar Asset Management
North Carolina
$608K -$37.6K -3,100 -6%
CP
21
Camelot Portfolios
Ohio
$558K -$40.2K -3,315 -7%
Bank of America
22
Bank of America
North Carolina
$525K -$704 -58 -0.1%
Kovitz Investment Group Partners
23
Kovitz Investment Group Partners
Illinois
$523K -$179K -14,738 -25%
Stifel Financial
24
Stifel Financial
Missouri
$483K -$78.9K -6,500 -14%
COLIM
25
City of London Investment Management
United Kingdom
$407K

HYI Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Western Asset High Yield Opportunity Fund Inc (HYI) for Q4 2024, worth a combined $75.1M — up 3.3% from $72.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new HYI positions and 5 closed out — a net gain of 4 holders — while 15 added to existing stakes and 19 trimmed.

The largest buyer was Hara Capital, adding an estimated $1.58M. The largest seller was International Assets Investment Management, cutting an estimated $1.6M.

  • 55 institutional investors held Western Asset High Yield Opportunity Fund Inc (HYI) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $75.1M of Western Asset High Yield Opportunity Fund Inc stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 9 funds opened new Western Asset High Yield Opportunity Fund Inc positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Western Asset High Yield Opportunity Fund Inc buyer in Q4 2024 was Hara Capital, an estimated $1.58M added.
  • The largest Western Asset High Yield Opportunity Fund Inc seller in Q4 2024 was International Assets Investment Management, an estimated $1.6M sold.

Based on aggregated 13F filings for Q4 2024.