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, Q2 2023
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Jun 30, 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
- 53
- +2 vs. Q1 2023
- Shares held
- 7.33M
- +128.9K (+1.8%) vs. Q1 2023
- Total value
- $86.1M
- −$132.3K (−0.2%) vs. Q1 2023
- New holders
- 6
- 11 more added
- Sold out
- 4
- 23 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,264,734 | $26.6M | 2.42% | +9,069+0.4% | Added |
| Punch & Associates Investment Management, Inc. | 877,671 | $10.3M | 0.63% | −35,066−3.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 519,220 | $6.10M | 0.01% | −9,364−1.8% | Reduced |
| Sit Investment Associates Inc | 487,566 | $5.73M | 0.15% | +125,302+34.6% | Added |
| Morgan Stanley | 395,147 | $4.64M | 0.00% | −1,619−0.4% | Reduced |
| Uncommon Cents Investing LLC | 310,780 | $3.65M | 1.29% | −1,750−0.6% | Reduced |
| Wells Fargo & Company | 302,107 | $3.55M | 0.00% | −8,793−2.8% | Reduced |
| Guggenheim Capital LLC | 267,080 | $3.14M | 0.02% | +18,496+7.4% | Added |
| Capital Investment Advisors, LLC | 172,583 | $2.03M | 0.06% | −5,390−3.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 147,994 | $1.74M | 0.00% | 00.0% | Unchanged |
| Private Management Group Inc | 145,209 | $1.71M | 0.07% | −3,467−2.3% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.63M | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 137,469 | $1.62M | 0.00% | −1,892−1.4% | Reduced |
| 1607 Capital Partners, LLC | 131,271 | $1.54M | 0.11% | +6,000+4.8% | Added |
| E&G Advisors, LP | 123,922 | $1.46M | 0.51% | −1,400−1.1% | Reduced |
| TFB Advisors LLC | 113,503 | $1.33M | 0.58% | +4,873+4.5% | Added |
| City of London Investment Management Co Ltd | 101,625 | $1.19M | 0.10% | +101,625 | New |
| Camelot Portfolios, LLC | 74,405 | $874.3K | 0.55% | +7,922+11.9% | Added |
| Steward Partners Investment Advisory, LLC | 65,402 | $768.5K | 0.01% | −13,265−16.9% | Reduced |
| Advisor Group Holdings, Inc. | 61,038 | $717.2K | 0.00% | −5,673−8.5% | Reduced |
| Stifel Financial Corp | 60,698 | $713.2K | 0.00% | −3,582−5.6% | Reduced |
| Bank of America Corp | 48,097 | $565.1K | 0.00% | +11,800+32.5% | Added |
| LPL Financial LLC | 46,847 | $550.5K | 0.00% | +4,728+11.2% | Added |
| Consolidated Portfolio Review Corp | 38,094 | $447.6K | 0.11% | +580+1.5% | Added |
| UBS Group AG | 34,541 | $405.9K | 0.00% | −30,759−47.1% | Reduced |
| Gilman Hill Asset Management, LLC | 30,675 | $360.4K | 0.07% | 00.0% | Unchanged |
| Royal Bank of Canada | 21,619 | $254.0K | 0.00% | −2,099−8.8% | Reduced |
| Weiss Asset Management LP | 20,829 | $244.7K | 0.03% | +20,829 | New |
| RVW Wealth, LLC | 19,500 | $229.1K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $216.1K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 18,083 | $212.5K | 0.00% | −15,784−46.6% | Reduced |
| Commonwealth Equity Services, LLC | 15,605 | $183.0K | 0.00% | −985−5.9% | Reduced |
| Triad Investment Management | 15,324 | $180.1K | 0.25% | −472−3.0% | Reduced |
| Evergreen Capital Management LLC | 15,175 | $179.7K | 0.01% | −375−2.4% | Reduced |
| Csenge Advisory Group | 13,220 | $155.3K | 0.01% | −1,305−9.0% | Reduced |
| International Assets Investment Management, LLC | 12,981 | $152.5K | 0.02% | +1,366+11.8% | Added |
| Cetera Advisor Networks LLC | 11,833 | $139.0K | 0.00% | −362−3.0% | Reduced |
| GWM Advisors LLC | 11,479 | $134.9K | 0.00% | +912+8.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $129.3K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 10,450 | $123.0K | 0.00% | −350−3.2% | Reduced |
| Coppell Advisory Solutions LLC | 3,403 | $40.1K | 0.01% | +3,403 | New |
| Private Trust Co NA | 2,600 | $30.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,043 | $24.0K | 0.00% | −934−31.4% | Reduced |
| First PREMIER Bank | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.1K | 0.00% | +1,116 | New |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 578 | $7.00K | 0.00% | +578 | New |
| The PNC Financial Services Group, Inc. | 500 | $5.88K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 315 | $4.00K | 0.00% | −158−33.4% | Reduced |
| WR Wealth Planners, LLC | 214 | $2.52K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 200 | $2.35K | 0.00% | +200 | New |
| Focused Wealth Management, Inc | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −15,801−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −12,837−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −11,731−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −4,636−100.0% | Sold out |