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