Western Asset High Yield Opportunity Fund Inc.
HYI- Exchange
- NYSE
- SEC CIK
- 0001497186
No open-market purchases or sales by Western Asset High Yield Opportunity Fund Inc. insiders were filed in the last 90 days; 46 institutions reported holding it in 13F filings for Q2 2026, worth $43.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 48
- 0 vs. Q1 2021
- Shares held
- 6.47M
- −53.2K (−0.8%) vs. Q1 2021
- Total value
- $103.7M
- +$3.01M (+3.0%) vs. Q1 2021
- New holders
- 7
- 18 more added
- Sold out
- 7
- 14 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HYI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 46 | $43.1M |
| Q1 2026 | 45 | $38.3M |
| Q4 2025 | 46 | $38.2M |
| Q3 2025 | 44 | $35.2M |
| Q2 2025 | 60 | $83.1M |
| Q1 2025 | 57 | $86.4M |
| Q4 2024 | 55 | $73.7M |
| Q3 2024 | 53 | $72.7M |
| Q2 2024 | 50 | $74.8M |
| Q1 2024 | 56 | $87.0M |
| Q4 2023 | 58 | $91.8M |
| Q3 2023 | 52 | $84.6M |
| Q2 2023 | 53 | $86.1M |
| Q1 2023 | 51 | $86.2M |
| Q4 2022 | 53 | $87.3M |
| Q3 2022 | 51 | $77.0M |
| Q2 2022 | 47 | $85.8M |
| Q1 2022 | 51 | $66.9M |
| Q4 2021 | 52 | $73.8M |
| Q3 2021 | 46 | $94.8M |
| Q2 2021 | 48 | $103.7M |
| Q1 2021 | 48 | $100.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,205,251 | $34.6M | 2.65% | +335,143+17.9% | Added |
| Punch & Associates Investment Management, Inc. | 657,278 | $10.3M | 0.58% | −5,649−0.9% | Reduced |
| Wells Fargo & Company | 521,008 | $8.17M | 0.00% | −18,298−3.4% | Reduced |
| Invesco Ltd. | 380,489 | $5.97M | 0.00% | +59,244+18.4% | Added |
| Morgan Stanley | 330,123 | $5.18M | 0.00% | +12,209+3.8% | Added |
| Uncommon Cents Investing LLC | 328,715 | $5.16M | 2.06% | −225−0.1% | Reduced |
| Capital Investment Advisors, LLC | 294,238 | $4.62M | 0.16% | −24,520−7.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 198,409 | $3.11M | 0.01% | −10,411−5.0% | Reduced |
| Camelot Portfolios, LLC | 168,444 | $2.64M | 1.07% | −12,626−7.0% | Reduced |
| Raymond James & Associates | 160,569 | $2.52M | 0.00% | +9,328+6.2% | Added |
| Cohen & Steers, Inc. | 146,977 | $2.31M | 0.00% | −39,049−21.0% | Reduced |
| Guggenheim Capital LLC | 138,233 | $2.17M | 0.01% | +16,310+13.4% | Added |
| E&G Advisors, LP | 0 | $2.15M | 0.58% | −137,687−100.0% | Reduced |
| UBS Group AG | 135,525 | $2.13M | 0.00% | +4,197+3.2% | Added |
| City of London Investment Management Co Ltd | 118,316 | $1.84M | 0.10% | −204,730−63.4% | Reduced |
| Advisor Group Holdings, Inc. | 98,426 | $1.54M | 0.00% | +1,172+1.2% | Added |
| Stifel Financial Corp | 96,298 | $1.51M | 0.00% | +8,023+9.1% | Added |
| Bank of America Corp | 66,683 | $1.05M | 0.00% | −1,092−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 65,605 | $1.03M | 0.02% | +2,081+3.3% | Added |
| Royal Bank of Canada | 33,935 | $532.0K | 0.00% | +3,416+11.2% | Added |
| Gilman Hill Asset Management, LLC | 33,750 | $530.0K | 0.14% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 28,777 | $452.0K | 0.01% | −289−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 26,208 | $411.0K | 0.00% | +458+1.8% | Added |
| B. Riley Wealth Management, Inc. | 26,000 | $408.0K | 0.05% | +6,870+35.9% | Added |
| Mid Atlantic Financial Management Inc | 24,600 | $386.0K | 0.03% | +9,200+59.7% | Added |
| Sit Investment Associates Inc | 21,672 | $340.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 20,789 | $326.0K | 0.00% | +2,576+14.1% | Added |
| Clear Harbor Asset Management, LLC | 20,181 | $317.0K | 0.04% | −4,100−16.9% | Reduced |
| Sonora Investment Management, LLC | 19,000 | $298.0K | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 15,825 | $248.0K | 0.01% | +350+2.3% | Added |
| LPL Financial LLC | 15,611 | $245.0K | 0.00% | +1,340+9.4% | Added |
| Mariner, LLC | 13,605 | $213.0K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 11,485 | $180.0K | 0.07% | +11,485 | New |
| Stephens Inc | 11,330 | $178.0K | 0.00% | +11,330 | New |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $173.0K | 0.02% | −1,200−9.8% | Reduced |
| Wolverine Asset Management LLC | 5,517 | $86.0K | 0.00% | +5,517 | New |
| Citigroup Inc | 4,706 | $74.0K | 0.00% | −185−3.8% | Reduced |
| FNY Investment Advisers, LLC | 3,500 | $54.0K | 0.02% | +409+13.2% | Added |
| Rockbridge Investment Management, LCC | 3,040 | $48.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,390 | $37.0K | 0.01% | +361+17.8% | Added |
| US Bancorp | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,111 | $17.0K | 0.00% | +1,111 | New |
| Ellevest, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| Dividend Assets Capital, LLC | 61 | $1.00K | 0.00% | +61 | New |
| Panagora Asset Management Inc | 11 | $0 | 0.00% | +11 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −53,327−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −19,300−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −10,188−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8,634−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |