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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 11 | $0 | 0.00% | +11 | New |
| Dividend Assets Capital, LLC | 61 | $1.00K | 0.00% | +61 | New |
| The PNC Financial Services Group, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| AdvisorNet Financial, Inc | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,111 | $17.0K | 0.00% | +1,111 | New |
| First PREMIER Bank | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,000 | $31.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 2,390 | $37.0K | 0.01% | +361+17.8% | Added |
| Rockbridge Investment Management, LCC | 3,040 | $48.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,500 | $54.0K | 0.02% | +409+13.2% | Added |
| Citigroup Inc | 4,706 | $74.0K | 0.00% | −185−3.8% | Reduced |
| Wolverine Asset Management LLC | 5,517 | $86.0K | 0.00% | +5,517 | New |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $173.0K | 0.02% | −1,200−9.8% | Reduced |
| Stephens Inc | 11,330 | $178.0K | 0.00% | +11,330 | New |
| Shaker Financial Services, LLC | 11,485 | $180.0K | 0.07% | +11,485 | New |
| Mariner, LLC | 13,605 | $213.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 15,611 | $245.0K | 0.00% | +1,340+9.4% | Added |
| Evergreen Capital Management LLC | 15,825 | $248.0K | 0.01% | +350+2.3% | Added |
| Sonora Investment Management, LLC | 19,000 | $298.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,181 | $317.0K | 0.04% | −4,100−16.9% | Reduced |
| AE Wealth Management LLC | 20,789 | $326.0K | 0.00% | +2,576+14.1% | Added |
| Sit Investment Associates Inc | 21,672 | $340.0K | 0.01% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 24,600 | $386.0K | 0.03% | +9,200+59.7% | Added |
| B. Riley Wealth Management, Inc. | 26,000 | $408.0K | 0.05% | +6,870+35.9% | Added |
| Commonwealth Equity Services, LLC | 26,208 | $411.0K | 0.00% | +458+1.8% | Added |
| Advisors Asset Management, Inc. | 28,777 | $452.0K | 0.01% | −289−1.0% | Reduced |
| Gilman Hill Asset Management, LLC | 33,750 | $530.0K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 33,935 | $532.0K | 0.00% | +3,416+11.2% | Added |
| Steward Partners Investment Advisory, LLC | 65,605 | $1.03M | 0.02% | +2,081+3.3% | Added |
| Bank of America Corp | 66,683 | $1.05M | 0.00% | −1,092−1.6% | Reduced |
| Stifel Financial Corp | 96,298 | $1.51M | 0.00% | +8,023+9.1% | Added |
| Advisor Group Holdings, Inc. | 98,426 | $1.54M | 0.00% | +1,172+1.2% | Added |
| City of London Investment Management Co Ltd | 118,316 | $1.84M | 0.10% | −204,730−63.4% | Reduced |
| UBS Group AG | 135,525 | $2.13M | 0.00% | +4,197+3.2% | Added |
| E&G Advisors, LP | 0 | $2.15M | 0.58% | −137,687−100.0% | Reduced |
| Guggenheim Capital LLC | 138,233 | $2.17M | 0.01% | +16,310+13.4% | Added |
| Cohen & Steers, Inc. | 146,977 | $2.31M | 0.00% | −39,049−21.0% | Reduced |
| Raymond James & Associates | 160,569 | $2.52M | 0.00% | +9,328+6.2% | Added |
| Camelot Portfolios, LLC | 168,444 | $2.64M | 1.07% | −12,626−7.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 198,409 | $3.11M | 0.01% | −10,411−5.0% | Reduced |
| Capital Investment Advisors, LLC | 294,238 | $4.62M | 0.16% | −24,520−7.7% | Reduced |
| Uncommon Cents Investing LLC | 328,715 | $5.16M | 2.06% | −225−0.1% | Reduced |
| Morgan Stanley | 330,123 | $5.18M | 0.00% | +12,209+3.8% | Added |
| Invesco Ltd. | 380,489 | $5.97M | 0.00% | +59,244+18.4% | Added |
| Wells Fargo & Company | 521,008 | $8.17M | 0.00% | −18,298−3.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 657,278 | $10.3M | 0.58% | −5,649−0.9% | Reduced |
| Bramshill Investments, LLC | 2,205,251 | $34.6M | 2.65% | +335,143+17.9% | Added |
| 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 |