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 2023
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Mar 31, 2023. 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
- −2 vs. Q4 2022
- Shares held
- 7.20M
- +203.6K (+2.9%) vs. Q4 2022
- Total value
- $86.2M
- −$1.06M (−1.2%) vs. Q4 2022
- New holders
- 7
- 16 more added
- Sold out
- 9
- 15 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,255,665 | $27.0M | 3.23% | −7,485−0.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 912,737 | $10.9M | 0.70% | +83,857+10.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 528,584 | $6.33M | 0.01% | +98,366+22.9% | Added |
| Morgan Stanley | 396,766 | $4.75M | 0.00% | +5,370+1.4% | Added |
| Sit Investment Associates Inc | 362,264 | $4.34M | 0.12% | +236,309+187.6% | Added |
| Uncommon Cents Investing LLC | 312,530 | $3.74M | 1.37% | −3,930−1.2% | Reduced |
| Wells Fargo & Company | 310,900 | $3.72M | 0.00% | −9,525−3.0% | Reduced |
| Guggenheim Capital LLC | 248,584 | $2.98M | 0.03% | +55,861+29.0% | Added |
| Capital Investment Advisors, LLC | 177,973 | $2.13M | 0.06% | −11,402−6.0% | Reduced |
| Private Management Group Inc | 148,676 | $1.78M | 0.08% | −1,830−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 147,994 | $1.77M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 139,361 | $1.67M | 0.00% | +788+0.6% | Added |
| Cohen & Steers, Inc. | 138,478 | $1.66M | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 125,322 | $1.50M | 0.56% | −3,650−2.8% | Reduced |
| 1607 Capital Partners, LLC | 125,271 | $1.50M | 0.11% | 00.0% | Unchanged |
| TFB Advisors LLC | 108,630 | $1.30M | 0.99% | +7,222+7.1% | Added |
| Steward Partners Investment Advisory, LLC | 78,667 | $942.4K | 0.02% | +2,786+3.7% | Added |
| Advisor Group Holdings, Inc. | 66,711 | $799.2K | 0.00% | +737+1.1% | Added |
| Camelot Portfolios, LLC | 66,483 | $796.5K | 0.56% | +7,222+12.2% | Added |
| UBS Group AG | 65,300 | $782.3K | 0.00% | −12,650−16.2% | Reduced |
| Stifel Financial Corp | 64,280 | $770.1K | 0.00% | −15,701−19.6% | Reduced |
| LPL Financial LLC | 42,119 | $504.6K | 0.00% | +7,662+22.2% | Added |
| Consolidated Portfolio Review Corp | 37,514 | $449.4K | 0.12% | +37,514 | New |
| Bank of America Corp | 36,297 | $434.8K | 0.00% | +1,141+3.2% | Added |
| Invesco Ltd. | 33,867 | $405.7K | 0.00% | −1,916−5.4% | Reduced |
| Gilman Hill Asset Management, LLC | 30,675 | $367.5K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 23,718 | $284.0K | 0.00% | −5,532−18.9% | Reduced |
| RVW Wealth, LLC | 19,500 | $233.6K | 0.03% | +19,500 | New |
| Sonora Investment Management Group, LLC | 18,390 | $220.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,590 | $198.0K | 0.00% | +9+0.1% | Added |
| Clear Harbor Asset Management, LLC | 15,801 | $189.3K | 0.02% | −400−2.5% | Reduced |
| Triad Investment Management | 15,796 | $189.2K | 0.28% | −251−1.6% | Reduced |
| Evergreen Capital Management LLC | 15,550 | $187.8K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 14,525 | $174.0K | 0.01% | −850−5.5% | Reduced |
| AE Wealth Management LLC | 12,837 | $153.8K | 0.00% | −127−1.0% | Reduced |
| Cetera Advisor Networks LLC | 12,195 | $146.1K | 0.00% | +12,195 | New |
| International Assets Investment Management, LLC | 11,615 | $139.1K | 0.02% | −11−0.1% | Reduced |
| Chicago Partners Investment Group LLC | 11,731 | $136.1K | 0.01% | +90+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $131.8K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,800 | $129.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10,567 | $121.7K | 0.00% | +10,107+2,197.2% | Added |
| JPMorgan Chase & Co | 4,636 | $56.0K | 0.00% | +4,636 | New |
| Northwestern Mutual Wealth Management Co | 2,977 | $35.7K | 0.00% | +934+45.7% | Added |
| Private Trust Co NA | 2,600 | $31.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $18.3K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.01% | +800 | New |
| CWM, LLC | 473 | $6.00K | 0.00% | +473 | New |
| The PNC Financial Services Group, Inc. | 500 | $5.99K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 214 | $2.56K | 0.00% | +214 | New |
| Focused Wealth Management, Inc | 100 | $1.20K | 0.00% | 00.0% | Unchanged |
| GraniteShares Advisors LLC | 0 | $0 | 0.00% | −187,516−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −103,324−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −12,677−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −240−100.0% | Sold out |