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