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