Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Western Asset High Yield Opp (HYI)

47 + Investors. Track Smart Money conviction in HYI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — HYI

Based on 47 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HYI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
47 funds currently hold this stock — 82% of the 3.0-year high of 57 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 18% fewer funds vs a year ago

fund count last 6Q
10 fewer hedge funds hold HYI compared to a year ago (-18% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

21 buying20 selling
Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 15 → 6 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 28% medium ■ 19% new
25 out of 47 hedge funds have held HYI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
⚠️

Saturation — most institutions already know this story

9 → 8 → 15 → 6 → 7 new funds/Q
New funds entering each quarter: 8 → 15 → 6 → 7. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 47 holders: 29 (62%) are 2+ year veterans, 8 entered 1–2 years ago, and 10 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
9 of 47 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HYI

In 2026 Q2, 21 hedge funds were net buyers of HYI (7 opened a new position, 14 added to an existing one), while 20 reduced or exited (15 trimmed, 5 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 47.

Hedge Fund Ownership: HYI

How many hedge funds hold HYI — quarterly history vs. share price
Quarterly hedge fund ownership of HYI vs. share price

Market Analysis: HYI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HYI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: HYI
47 + Investors

Track Smart Money conviction in HYI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 47 45 4.44%
13F Shares 4M 4M 13.47%
Total Value $41M $38M 8.14%
New Positions 7 6 +1
Increased Positions 14 17 -3
Closed Positions 5 7 -2
Reduced Positions 15 15 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HYI

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Financial Highlights

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Institutional Holders (2026 Q2)

47 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HYI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HYI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.10% 329,087 $3.5M
2 Uncommon Cents Investing LLC 0.71% 307,820 $3.3M
3 TFB Advisors LLC 0.39% 83,538 $888K
4 Absolute Investment Advisers, LLC 0.25% 245,966 $2.6M
5 Everstar Asset Management, LLC 0.23% 44,105 $469K
6 Logan Stone Capital, LLC 0.17% 73,932 $786K
7 1607 Capital Partners, LLC 0.15% 166,567 $1.8M
8 E&G Advisors, LLC 0.13% 63,131 $671K
9 Hara Capital LLC 0.09% 16,900 $180K
10 Quarry LP 0.09% 98,077 $1.0M
11 Seelaus Asset Management LLC 0.08% 10,796 $115K
12 MRA Advisory Group 0.05% 13,081 $139K
13 Ionic Capital Management LLC 0.04% 23,973 $255K
14 Guggenheim Capital LLC 0.03% 385,512 $4.1M
15 Kanen Wealth Management LLC 0.03% 10,000 $106K
16 Quest 10 Wealth Builders, Inc. 0.02% 3,008 $32K
17 Wolverine Asset Management LLC 0.02% 231,288 $2.5M
18 Huntleigh Advisors, Inc. 0.02% 13,675 $145K
19 RVW Wealth, LLC 0.02% 27,623 $294K
20 Capital Investment Advisors, LLC 0.01% 83,799 $891K
21 Readystate Asset Management LP 0.01% 19,417 $206K
22 International Assets Investment Management, LLC 0.01% 9,155 $98K
23 Private Management Group Inc 0.00% 16,623 $177K
24 Allspring Global Investments Holdings, LLC 0.00% 267,803 $2.8M
25 Pathstone Holdings, LLC 0.00% 108,501 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Western Asset High Yield Opp (HYI)

What does the Smart Money Trend signal show for HYI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HYI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HYI?

Slight buying edge — 51% buying: Last quarter: 21 funds bought or added vs 20 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HYI holders?

Smaller funds dominant — 11% AUM from top-100: 9 of 47 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held HYI?

53% of holders stayed for 2+ years: 25 out of 47 hedge funds have held HYI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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