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, Q3 2021
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Sep 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
- 46
- −2 vs. Q2 2021
- Shares held
- 5.95M
- −521.2K (−8.1%) vs. Q2 2021
- Total value
- $94.8M
- −$8.89M (−8.6%) vs. Q2 2021
- New holders
- 5
- 15 more added
- Sold out
- 7
- 17 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,611,453 | $25.7M | 2.18% | −593,798−26.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 641,782 | $10.2M | 0.58% | −15,496−2.4% | Reduced |
| Wells Fargo & Company | 463,584 | $7.38M | 0.00% | −57,424−11.0% | Reduced |
| Invesco Ltd. | 375,277 | $5.98M | 0.00% | −5,212−1.4% | Reduced |
| Morgan Stanley | 353,174 | $5.63M | 0.00% | +23,051+7.0% | Added |
| Uncommon Cents Investing LLC | 327,515 | $5.22M | 2.11% | −1,200−0.4% | Reduced |
| Capital Investment Advisors, LLC | 271,195 | $4.32M | 0.15% | −23,043−7.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 237,107 | $3.78M | 0.01% | +38,698+19.5% | Added |
| UBS Group AG | 169,924 | $2.71M | 0.00% | +34,399+25.4% | Added |
| Raymond James & Associates | 158,983 | $2.53M | 0.00% | −1,586−1.0% | Reduced |
| Guggenheim Capital LLC | 149,337 | $2.38M | 0.01% | +11,104+8.0% | Added |
| Cohen & Steers, Inc. | 138,478 | $2.21M | 0.00% | −8,499−5.8% | Reduced |
| Ameritas Investment Company, LLC | 138,305 | $2.20M | 0.10% | +138,305 | New |
| E&G Advisors, LP | 137,480 | $2.19M | 0.59% | +137,480 | Added |
| Advisor Group Holdings, Inc. | 105,237 | $1.68M | 0.00% | +6,811+6.9% | Added |
| Stifel Financial Corp | 97,473 | $1.55M | 0.00% | +1,175+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 70,546 | $1.12M | 0.02% | +4,941+7.5% | Added |
| Bank of America Corp | 66,146 | $1.05M | 0.00% | −537−0.8% | Reduced |
| Camelot Portfolios, LLC | 56,771 | $904.0K | 0.46% | −111,673−66.3% | Reduced |
| Gilman Hill Asset Management, LLC | 33,750 | $538.0K | 0.14% | 00.0% | Unchanged |
| Royal Bank of Canada | 32,535 | $518.0K | 0.00% | −1,400−4.1% | Reduced |
| B. Riley Wealth Management, Inc. | 31,200 | $497.0K | 0.04% | +5,200+20.0% | Added |
| Advisors Asset Management, Inc. | 28,544 | $455.0K | 0.01% | −233−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 26,564 | $423.0K | 0.00% | +356+1.4% | Added |
| Mid Atlantic Financial Management Inc | 26,300 | $419.0K | 0.03% | +1,700+6.9% | Added |
| AE Wealth Management LLC | 24,758 | $394.0K | 0.00% | +3,969+19.1% | Added |
| Clear Harbor Asset Management, LLC | 20,001 | $319.0K | 0.04% | −180−0.9% | Reduced |
| LPL Financial LLC | 18,842 | $300.0K | 0.00% | +3,231+20.7% | Added |
| City of London Investment Management Co Ltd | 18,616 | $297.0K | 0.02% | −99,700−84.3% | Reduced |
| Sonora Investment Management, LLC | 18,390 | $293.0K | 0.04% | −610−3.2% | Reduced |
| Evergreen Capital Management LLC | 16,450 | $262.0K | 0.01% | +625+3.9% | Added |
| Raymond James Trust N.A. | 14,104 | $225.0K | 0.01% | +14,104 | New |
| Mariner, LLC | 13,605 | $217.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,435 | $214.0K | 0.00% | +13,435 | New |
| Stephens Inc | 11,330 | $180.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $175.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,600 | $73.0K | 0.00% | +4,600 | New |
| Rockbridge Investment Management, LCC | 3,040 | $48.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $47.0K | 0.02% | −500−14.3% | Reduced |
| Citigroup Inc | 2,719 | $43.0K | 0.00% | −1,987−42.2% | Reduced |
| True Link Financial Advisors, LLC | 1,776 | $28.0K | 0.00% | +1,776 | New |
| First PREMIER Bank | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,120 | $17.0K | 0.00% | +9+0.8% | Added |
| 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% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −21,672−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −11,485−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |