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, Q4 2021
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Dec 31, 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
- 52
- +9 vs. Q3 2021
- Shares held
- 4.68M
- −1.09M (−18.9%) vs. Q3 2021
- Total value
- $73.8M
- −$18.1M (−19.7%) vs. Q3 2021
- New holders
- 14
- 13 more added
- Sold out
- 5
- 13 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | 655,477 | $10.3M | 0.54% | +13,695+2.1% | Added |
| Wells Fargo & Company | 404,104 | $6.37M | 0.00% | −59,480−12.8% | Reduced |
| Morgan Stanley | 359,308 | $5.67M | 0.00% | +6,134+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 333,737 | $5.26M | 0.01% | +96,630+40.8% | Added |
| Uncommon Cents Investing LLC | 326,865 | $5.16M | 1.93% | −650−0.2% | Reduced |
| Invesco Ltd. | 315,539 | $4.98M | 0.00% | −59,738−15.9% | Reduced |
| Capital Investment Advisors, LLC | 248,961 | $3.93M | 0.12% | −22,234−8.2% | Reduced |
| Ameritas Advisory Services, LLC | 198,470 | $3.13M | 0.11% | +198,470 | New |
| Raymond James & Associates | 171,680 | $2.71M | 0.00% | +12,697+8.0% | Added |
| GraniteShares Advisors LLC | 168,894 | $2.66M | 1.23% | +168,894 | New |
| UBS Group AG | 168,188 | $2.65M | 0.00% | −1,736−1.0% | Reduced |
| Guggenheim Capital LLC | 160,378 | $2.53M | 0.01% | +11,041+7.4% | Added |
| Cohen & Steers, Inc. | 138,478 | $2.18M | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 137,580 | $2.17M | 0.54% | +100+0.1% | Added |
| Advisor Group Holdings, Inc. | 104,883 | $1.66M | 0.00% | −354−0.3% | Reduced |
| Stifel Financial Corp | 100,649 | $1.59M | 0.00% | +3,176+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 74,011 | $1.17M | 0.02% | +3,465+4.9% | Added |
| Bank of America Corp | 70,060 | $1.10M | 0.00% | +3,914+5.9% | Added |
| Allspring Global Investments Holdings, LLC | 61,505 | $969.0K | 0.00% | +61,505 | New |
| Shaker Financial Services, LLC | 52,013 | $820.0K | 0.29% | +52,013 | New |
| Gilman Hill Asset Management, LLC | 33,750 | $532.0K | 0.12% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 32,625 | $514.0K | 0.04% | +1,425+4.6% | Added |
| Royal Bank of Canada | 30,219 | $477.0K | 0.00% | −2,316−7.1% | Reduced |
| Triad Investment Management | 28,700 | $453.0K | 0.41% | +28,700 | New |
| Advisors Asset Management, Inc. | 28,459 | $448.8K | 0.01% | −85−0.3% | Reduced |
| AE Wealth Management LLC | 24,892 | $393.0K | 0.00% | +134+0.5% | Added |
| Sit Investment Associates Inc | 23,099 | $364.0K | 0.01% | +23,099 | New |
| Commonwealth Equity Services, LLC | 22,590 | $356.0K | 0.00% | −3,974−15.0% | Reduced |
| LPL Financial LLC | 20,422 | $322.0K | 0.00% | +1,580+8.4% | Added |
| Clear Harbor Asset Management, LLC | 20,001 | $315.0K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $290.0K | 0.03% | +18,390 | New |
| Evergreen Capital Management LLC | 16,450 | $259.0K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 16,091 | $254.0K | 0.00% | +16,091 | New |
| Janney Montgomery Scott LLC | 13,874 | $219.0K | 0.00% | +439+3.3% | Added |
| Bluefin Capital Management, LLC | 13,783 | $217.0K | 0.02% | +13,783 | New |
| Mariner, LLC | 13,605 | $215.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,613 | $215.0K | 0.00% | +13,613 | New |
| Raymond James Trust N.A. | 11,104 | $175.0K | 0.01% | −3,000−21.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $173.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,000 | $158.0K | 0.00% | −1,330−11.7% | Reduced |
| Future Financial Wealth Managment LLC | 6,100 | $96.0K | 0.08% | +6,100 | New |
| Northwestern Mutual Wealth Management Co | 4,600 | $73.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3,040 | $48.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $32.0K | 0.01% | +2,000 | New |
| True Link Financial Advisors, LLC | 1,644 | $26.0K | 0.00% | −132−7.4% | Reduced |
| First PREMIER Bank | 1,500 | $24.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $24.0K | 0.01% | +1,530 | New |
| Fortitude Advisory Group L.L.C. | 1,230 | $19.0K | 0.01% | +1,230 | 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% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 219 | $3.00K | 0.00% | −901−80.4% | Reduced |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,611,453−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −56,771−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −18,616−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −2,719−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |