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 2023
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Dec 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
- 58
- +6 vs. Q3 2023
- Shares held
- 7.59M
- +232.9K (+3.2%) vs. Q3 2023
- Total value
- $91.8M
- +$7.22M (+8.5%) vs. Q3 2023
- New holders
- 12
- 11 more added
- Sold out
- 6
- 20 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,781,675 | $21.5M | 0.53% | +180,936+11.3% | Added |
| Bramshill Investments, LLC | 943,669 | $11.4M | 1.12% | −1,841−0.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 909,386 | $11.0M | 0.64% | −2,357−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 496,782 | $6.01M | 0.01% | −16,421−3.2% | Reduced |
| Morgan Stanley | 409,159 | $4.95M | 0.00% | +8,827+2.2% | Added |
| Guggenheim Capital LLC | 358,764 | $4.34M | 0.03% | +30,790+9.4% | Added |
| Uncommon Cents Investing LLC | 306,155 | $3.70M | 1.23% | −4,650−1.5% | Reduced |
| Wells Fargo & Company | 298,282 | $3.61M | 0.00% | −3,960−1.3% | Reduced |
| City of London Investment Management Co Ltd | 227,736 | $2.75M | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 146,730 | $1.77M | 0.04% | −19,575−11.8% | Reduced |
| Private Management Group Inc | 142,310 | $1.72M | 0.07% | −533−0.4% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.67M | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 135,571 | $1.64M | 0.11% | 00.0% | Unchanged |
| Hara Capital LLC | 121,485 | $1.47M | 1.03% | +121,485 | New |
| Raymond James & Associates | 117,468 | $1.42M | 0.00% | −6,996−5.6% | Reduced |
| TFB Advisors LLC | 93,707 | $1.13M | 0.58% | −13,747−12.8% | Reduced |
| Camelot Portfolios, LLC | 92,036 | $1.11M | 0.66% | +34,574+60.2% | Added |
| E&G Advisors, LP | 87,552 | $1.06M | 0.38% | −33,470−27.7% | Reduced |
| Shaker Financial Services, LLC | 81,934 | $990.6K | 0.41% | −9,327−10.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 66,894 | $808.7K | 0.01% | +2,160+3.3% | Added |
| Bank of America Corp | 64,034 | $774.2K | 0.00% | +12,325+23.8% | Added |
| Stifel Financial Corp | 61,312 | $741.3K | 0.00% | +738+1.2% | Added |
| Advisor Group Holdings, Inc. | 54,559 | $659.6K | 0.00% | −2,526−4.4% | Reduced |
| Relative Value Partners Group, LLC | 53,862 | $651.2K | 0.04% | +53,862 | New |
| UBS Group AG | 39,394 | $476.3K | 0.00% | +1,995+5.3% | Added |
| Consolidated Portfolio Review Corp | 37,593 | $454.5K | 0.10% | −1,066−2.8% | Reduced |
| Landscape Capital Management, L.L.C. | 31,534 | $381.2K | 0.03% | +31,534 | New |
| LPL Financial LLC | 30,744 | $371.7K | 0.00% | −3,633−10.6% | Reduced |
| Gilman Hill Asset Management, LLC | 30,675 | $370.9K | 0.07% | 00.0% | Unchanged |
| SFI Advisors, LLC | 24,535 | $296.6K | 0.25% | +24,535 | New |
| RVW Wealth, LLC | 19,500 | $235.8K | 0.03% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 19,316 | $233.5K | 0.11% | +19,316 | New |
| Sonora Investment Management Group, LLC | 18,390 | $222.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 17,426 | $210.7K | 0.01% | +17,426 | New |
| Stonebrook Private Inc. | 12,759 | $154.3K | 0.05% | +12,759 | New |
| GeoWealth Management, LLC | 12,302 | $149.0K | 0.01% | +12,302 | New |
| Catalytic Wealth RIA, LLC | 12,302 | $148.7K | 0.07% | +12,302 | New |
| Commonwealth Equity Services, LLC | 12,140 | $147.0K | 0.00% | −2,333−16.1% | Reduced |
| International Assets Investment Management, LLC | 11,553 | $139.7K | 0.02% | −1,428−11.0% | Reduced |
| Evergreen Capital Management LLC | 11,375 | $137.5K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $133.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 10,862 | $131.3K | 0.00% | +10,862 | New |
| Janney Montgomery Scott LLC | 10,320 | $125.0K | 0.00% | −130−1.2% | Reduced |
| Comerica Bank | 6,055 | $73.2K | 0.00% | +105+1.8% | Added |
| Royal Bank of Canada | 5,698 | $69.0K | 0.00% | −7,434−56.6% | Reduced |
| Coppell Advisory Solutions LLC | 3,337 | $40.3K | 0.01% | +90+2.8% | Added |
| Rockbridge Investment Management, LCC | 3,040 | $36.8K | 0.01% | +3,040 | New |
| Private Trust Co NA | 2,559 | $30.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,043 | $24.7K | 0.00% | −760−27.1% | Reduced |
| SJS Investment Consulting Inc. | 1,530 | $18.5K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 1,500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,194 | $14.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 454 | $5.49K | 0.00% | +14+3.2% | Added |
| Gradient Investments LLC | 193 | $2.33K | 0.00% | +193 | New |
| CWM, LLC | 159 | $2.00K | 0.00% | −156−49.5% | Reduced |
| Focused Wealth Management, Inc | 100 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −147,994−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −46,626−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −16,036−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,637−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |