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 2022
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Dec 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
- 53
- +2 vs. Q3 2022
- Shares held
- 6.99M
- +123.6K (+1.8%) vs. Q3 2022
- Total value
- $87.3M
- +$10.2M (+13.3%) vs. Q3 2022
- New holders
- 8
- 14 more added
- Sold out
- 6
- 19 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GWM Advisors LLC | 460 | $6 | 0.00% | +460 | New |
| Focused Wealth Management, Inc | 100 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 240 | $3.00K | 0.00% | +8+3.4% | Added |
| The PNC Financial Services Group, Inc. | 500 | $6.24K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 638 | $9.00K | 0.00% | −638−50.0% | Reduced |
| First PREMIER Bank | 1,500 | $19.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $19.1K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 2,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 2,000 | $25.0K | 0.04% | +2,000 | New |
| Northwestern Mutual Wealth Management Co | 2,043 | $25.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2,600 | $32.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,247 | $40.5K | 0.01% | +3,247 | New |
| Coppell Advisory Solutions Corp. | 3,247 | $40.5K | 0.01% | +3,247 | New |
| Janney Montgomery Scott LLC | 10,800 | $135.0K | 0.00% | +450+4.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $137.3K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,626 | $145.1K | 0.01% | +11,626 | New |
| Chicago Partners Investment Group LLC | 11,641 | $146.3K | 0.01% | +11,641 | New |
| Cambridge Investment Research Advisors, Inc. | 12,677 | $158.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 12,964 | $161.8K | 0.00% | −8,516−39.6% | Reduced |
| Csenge Advisory Group | 15,375 | $191.9K | 0.01% | +4,440+40.6% | Added |
| Evergreen Capital Management LLC | 15,550 | $194.1K | 0.01% | −275−1.7% | Reduced |
| Triad Investment Management | 16,047 | $200.3K | 0.31% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 16,201 | $202.2K | 0.03% | −2,630−14.0% | Reduced |
| Commonwealth Equity Services, LLC | 16,581 | $206.0K | 0.00% | −982−5.6% | Reduced |
| Sonora Investment Management Group, LLC | 18,390 | $229.5K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 29,250 | $365.0K | 0.00% | +9,830+50.6% | Added |
| Gilman Hill Asset Management, LLC | 30,675 | $382.8K | 0.08% | −25−0.1% | Reduced |
| LPL Financial LLC | 34,457 | $430.0K | 0.00% | −54−0.2% | Reduced |
| Bank of America Corp | 35,156 | $438.8K | 0.00% | −6,487−15.6% | Reduced |
| Invesco Ltd. | 35,783 | $446.6K | 0.00% | −19,108−34.8% | Reduced |
| Camelot Portfolios, LLC | 59,261 | $739.6K | 0.55% | +7,694+14.9% | Added |
| Advisor Group Holdings, Inc. | 65,974 | $823.0K | 0.00% | −208−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 75,881 | $947.0K | 0.02% | +1,974+2.7% | Added |
| UBS Group AG | 77,950 | $972.8K | 0.00% | −41,555−34.8% | Reduced |
| Stifel Financial Corp | 79,981 | $998.2K | 0.00% | −5,068−6.0% | Reduced |
| TFB Advisors LLC | 101,408 | $1.27M | 1.06% | +101,408 | New |
| City of London Investment Management Co Ltd | 103,324 | $1.29M | 0.10% | +16,168+18.6% | Added |
| 1607 Capital Partners, LLC | 125,271 | $1.56M | 0.11% | +7,200+6.1% | Added |
| Sit Investment Associates Inc | 125,955 | $1.57M | 0.04% | +125,955 | New |
| E&G Advisors, LP | 128,972 | $1.61M | 0.60% | −4,300−3.2% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.73M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 138,573 | $1.73M | 0.00% | −16,458−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 147,994 | $1.85M | 0.00% | +33,364+29.1% | Added |
| Private Management Group Inc | 150,506 | $1.88M | 0.08% | +49,793+49.4% | Added |
| GraniteShares Advisors LLC | 187,516 | $2.34M | 1.93% | −1,067−0.6% | Reduced |
| Capital Investment Advisors, LLC | 189,375 | $2.36M | 0.07% | −9,753−4.9% | Reduced |
| Guggenheim Capital LLC | 192,723 | $2.41M | 0.02% | +46,309+31.6% | Added |
| Uncommon Cents Investing LLC | 316,460 | $3.95M | 1.45% | −400−0.1% | Reduced |
| Wells Fargo & Company | 320,425 | $4.00M | 0.00% | −30,344−8.7% | Reduced |
| Morgan Stanley | 391,396 | $4.88M | 0.00% | +6,865+1.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 430,218 | $5.37M | 0.01% | −17,496−3.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 828,880 | $10.3M | 0.67% | +83,666+11.2% | Added |
| Bramshill Investments, LLC | 2,263,150 | $28.2M | 3.31% | +3,407+0.2% | Added |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −168,955−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,276−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −21,648−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −16,713−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,679−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |