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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| 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. | 1,120 | $17.0K | 0.00% | +9+0.8% | Added |
| First PREMIER Bank | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,776 | $28.0K | 0.00% | +1,776 | New |
| Citigroup Inc | 2,719 | $43.0K | 0.00% | −1,987−42.2% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $47.0K | 0.02% | −500−14.3% | Reduced |
| Rockbridge Investment Management, LCC | 3,040 | $48.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,600 | $73.0K | 0.00% | +4,600 | New |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $175.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 11,330 | $180.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 13,435 | $214.0K | 0.00% | +13,435 | New |
| Mariner, LLC | 13,605 | $217.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 14,104 | $225.0K | 0.01% | +14,104 | New |
| Evergreen Capital Management LLC | 16,450 | $262.0K | 0.01% | +625+3.9% | Added |
| Sonora Investment Management, LLC | 18,390 | $293.0K | 0.04% | −610−3.2% | Reduced |
| City of London Investment Management Co Ltd | 18,616 | $297.0K | 0.02% | −99,700−84.3% | Reduced |
| LPL Financial LLC | 18,842 | $300.0K | 0.00% | +3,231+20.7% | Added |
| Clear Harbor Asset Management, LLC | 20,001 | $319.0K | 0.04% | −180−0.9% | Reduced |
| AE Wealth Management LLC | 24,758 | $394.0K | 0.00% | +3,969+19.1% | Added |
| Mid Atlantic Financial Management Inc | 26,300 | $419.0K | 0.03% | +1,700+6.9% | Added |
| Commonwealth Equity Services, LLC | 26,564 | $423.0K | 0.00% | +356+1.4% | Added |
| Advisors Asset Management, Inc. | 28,544 | $455.0K | 0.01% | −233−0.8% | Reduced |
| B. Riley Wealth Management, Inc. | 31,200 | $497.0K | 0.04% | +5,200+20.0% | Added |
| Royal Bank of Canada | 32,535 | $518.0K | 0.00% | −1,400−4.1% | Reduced |
| Gilman Hill Asset Management, LLC | 33,750 | $538.0K | 0.14% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 56,771 | $904.0K | 0.46% | −111,673−66.3% | Reduced |
| Bank of America Corp | 66,146 | $1.05M | 0.00% | −537−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 70,546 | $1.12M | 0.02% | +4,941+7.5% | Added |
| Stifel Financial Corp | 97,473 | $1.55M | 0.00% | +1,175+1.2% | Added |
| Advisor Group Holdings, Inc. | 105,237 | $1.68M | 0.00% | +6,811+6.9% | Added |
| E&G Advisors, LP | 137,480 | $2.19M | 0.59% | +137,480 | Added |
| Ameritas Investment Company, LLC | 138,305 | $2.20M | 0.10% | +138,305 | New |
| Cohen & Steers, Inc. | 138,478 | $2.21M | 0.00% | −8,499−5.8% | Reduced |
| Guggenheim Capital LLC | 149,337 | $2.38M | 0.01% | +11,104+8.0% | Added |
| Raymond James & Associates | 158,983 | $2.53M | 0.00% | −1,586−1.0% | Reduced |
| UBS Group AG | 169,924 | $2.71M | 0.00% | +34,399+25.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 237,107 | $3.78M | 0.01% | +38,698+19.5% | Added |
| Capital Investment Advisors, LLC | 271,195 | $4.32M | 0.15% | −23,043−7.8% | Reduced |
| Uncommon Cents Investing LLC | 327,515 | $5.22M | 2.11% | −1,200−0.4% | Reduced |
| Morgan Stanley | 353,174 | $5.63M | 0.00% | +23,051+7.0% | Added |
| Invesco Ltd. | 375,277 | $5.98M | 0.00% | −5,212−1.4% | Reduced |
| Wells Fargo & Company | 463,584 | $7.38M | 0.00% | −57,424−11.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 641,782 | $10.2M | 0.58% | −15,496−2.4% | Reduced |
| Bramshill Investments, LLC | 1,611,453 | $25.7M | 2.18% | −593,798−26.9% | Reduced |
| 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 |