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, Q1 2022
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Mar 31, 2022. 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
- 51
- −1 vs. Q4 2021
- Shares held
- 4.82M
- +138.9K (+3.0%) vs. Q4 2021
- Total value
- $66.9M
- −$6.91M (−9.4%) vs. Q4 2021
- New holders
- 6
- 14 more added
- Sold out
- 7
- 15 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 222 | $3.00K | 0.00% | +3+1.4% | Added |
| FNY Investment Advisers, LLC | 500 | $6.00K | 0.01% | +500 | New |
| The PNC Financial Services Group, Inc. | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 638 | $9.00K | 0.00% | +638 | New |
| Ellevest, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,230 | $17.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $21.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $21.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 2,478 | $34.0K | 0.00% | +2,478 | New |
| Rockbridge Investment Management, LCC | 3,040 | $42.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,600 | $64.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,851 | $81.0K | 0.00% | +5,851 | New |
| Future Financial Wealth Managment LLC | 6,100 | $85.0K | 0.07% | 00.0% | Unchanged |
| Stephens Inc | 10,000 | $139.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $153.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,104 | $154.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 12,820 | $178.0K | 0.00% | −1,054−7.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,401 | $186.0K | 0.00% | −212−1.6% | Reduced |
| Evergreen Capital Management LLC | 16,280 | $226.0K | 0.01% | −170−1.0% | Reduced |
| Sonora Investment Management Group, LLC | 18,390 | $255.0K | 0.03% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 18,831 | $261.0K | 0.03% | −1,170−5.8% | Reduced |
| LPL Financial LLC | 20,525 | $285.0K | 0.00% | +103+0.5% | Added |
| AE Wealth Management LLC | 22,081 | $306.0K | 0.00% | −2,811−11.3% | Reduced |
| B. Riley Wealth Management, Inc. | 23,625 | $328.0K | 0.03% | −9,000−27.6% | Reduced |
| Royal Bank of Canada | 24,922 | $346.0K | 0.00% | −5,297−17.5% | Reduced |
| Commonwealth Equity Services, LLC | 25,602 | $355.0K | 0.00% | +3,012+13.3% | Added |
| Triad Investment Management | 28,700 | $398.0K | 0.38% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 30,091 | $418.0K | 0.21% | +30,091 | New |
| Gilman Hill Asset Management, LLC | 33,750 | $468.0K | 0.11% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 36,571 | $508.0K | 0.03% | +36,571 | New |
| Bank of America Corp | 64,696 | $898.0K | 0.00% | −5,364−7.7% | Reduced |
| Advisor Group Holdings, Inc. | 73,490 | $1.02M | 0.00% | −31,393−29.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 77,659 | $1.08M | 0.02% | +3,648+4.9% | Added |
| Shaker Financial Services, LLC | 99,897 | $1.39M | 0.52% | +47,884+92.1% | Added |
| Stifel Financial Corp | 102,622 | $1.42M | 0.00% | +1,973+2.0% | Added |
| Allspring Global Investments Holdings, LLC | 108,430 | $1.50M | 0.00% | +46,925+76.3% | Added |
| E&G Advisors, LP | 135,372 | $1.88M | 0.51% | −2,208−1.6% | Reduced |
| UBS Group AG | 136,262 | $1.89M | 0.00% | −31,926−19.0% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.92M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 139,866 | $1.94M | 0.01% | −20,512−12.8% | Reduced |
| Raymond James & Associates | 171,756 | $2.38M | 0.00% | +760.0% | Added |
| GraniteShares Advisors LLC | 185,333 | $2.57M | 1.39% | +16,439+9.7% | Added |
| Ameritas Advisory Services, LLC | 206,129 | $2.86M | 0.10% | +7,659+3.9% | Added |
| Capital Investment Advisors, LLC | 236,574 | $3.28M | 0.10% | −12,387−5.0% | Reduced |
| Uncommon Cents Investing LLC | 319,060 | $4.43M | 1.60% | −7,805−2.4% | Reduced |
| Invesco Ltd. | 349,133 | $4.85M | 0.00% | +33,594+10.6% | Added |
| Morgan Stanley | 395,332 | $5.49M | 0.00% | +36,024+10.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 413,419 | $5.74M | 0.01% | +79,682+23.9% | Added |
| Wells Fargo & Company | 418,660 | $5.81M | 0.00% | +14,556+3.6% | Added |
| Punch & Associates Investment Management, Inc. | 655,338 | $9.10M | 0.52% | −1390.0% | Reduced |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −28,459−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −23,099−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,091−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −13,783−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −13,605−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −700−100.0% | Sold out |