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 2024
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Mar 31, 2024. 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
- 56
- −1 vs. Q4 2023
- Shares held
- 7.27M
- −315.1K (−4.2%) vs. Q4 2023
- Total value
- $87.0M
- −$4.79M (−5.2%) vs. Q4 2023
- New holders
- 6
- 16 more added
- Sold out
- 7
- 21 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,500,654 | $17.9M | 0.41% | −281,021−15.8% | Reduced |
| Bramshill Investments, LLC | 994,149 | $11.9M | 1.40% | +50,480+5.3% | Added |
| Punch & Associates Investment Management, Inc. | 882,572 | $10.6M | 0.60% | −26,814−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 498,754 | $5.97M | 0.01% | +1,972+0.4% | Added |
| Guggenheim Capital LLC | 414,066 | $4.95M | 0.04% | +55,302+15.4% | Added |
| Morgan Stanley | 410,371 | $4.91M | 0.00% | +1,212+0.3% | Added |
| Uncommon Cents Investing LLC | 304,855 | $3.65M | 1.12% | −1,300−0.4% | Reduced |
| Wells Fargo & Company | 291,187 | $3.48M | 0.00% | −7,095−2.4% | Reduced |
| City of London Investment Management Co Ltd | 178,462 | $2.13M | 0.18% | −49,274−21.6% | Reduced |
| Hara Capital LLC | 154,018 | $1.84M | 1.11% | +32,533+26.8% | Added |
| Private Management Group Inc | 138,838 | $1.66M | 0.06% | −3,472−2.4% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.66M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 138,201 | $1.65M | 0.04% | −8,529−5.8% | Reduced |
| 1607 Capital Partners, LLC | 135,571 | $1.62M | 0.13% | 00.0% | Unchanged |
| Raymond James & Associates | 129,059 | $1.54M | 0.00% | +11,591+9.9% | Added |
| TFB Advisors LLC | 93,707 | $1.08M | 0.39% | 00.0% | Unchanged |
| E&G Advisors, LP | 87,252 | $1.04M | 0.33% | −300−0.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,953 | $812.7K | 0.01% | +1,059+1.6% | Added |
| Camelot Portfolios, LLC | 57,417 | $686.7K | 0.67% | −34,619−37.6% | Reduced |
| Stifel Financial Corp | 56,050 | $670.4K | 0.00% | −5,262−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 54,771 | $655.1K | 0.00% | +212+0.4% | Added |
| Bank of America Corp | 48,902 | $584.9K | 0.00% | −15,132−23.6% | Reduced |
| Relative Value Partners Group, LLC | 45,691 | $548.3K | 0.03% | −8,171−15.2% | Reduced |
| Shaker Financial Services, LLC | 41,659 | $502.2K | 0.19% | −40,275−49.2% | Reduced |
| LPL Financial LLC | 37,358 | $446.8K | 0.00% | +6,614+21.5% | Added |
| UBS Group AG | 36,235 | $433.4K | 0.00% | −3,159−8.0% | Reduced |
| Consolidated Portfolio Review Corp | 35,273 | $421.9K | 0.11% | −2,320−6.2% | Reduced |
| PFG Investments, LLC | 35,273 | $421.9K | 0.03% | +35,273 | New |
| Gilman Hill Asset Management, LLC | 33,175 | $396.8K | 0.07% | +2,500+8.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 20,637 | $246.8K | 0.09% | +1,321+6.8% | Added |
| RVW Wealth, LLC | 19,500 | $233.2K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $219.9K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 16,997 | $203.3K | 0.00% | +16,997 | New |
| SFI Advisors, LLC | 16,174 | $193.4K | 0.15% | −8,361−34.1% | Reduced |
| Catalytic Wealth RIA, LLC | 15,695 | $187.7K | 0.04% | +3,393+27.6% | Added |
| GeoWealth Management, LLC | 15,423 | $184.5K | 0.01% | +3,121+25.4% | Added |
| Concurrent Investment Advisors, LLC | 14,405 | $172.3K | 0.01% | −3,021−17.3% | Reduced |
| Cetera Investment Advisers | 12,446 | $148.9K | 0.00% | +12,446 | New |
| International Assets Investment Management, LLC | 11,553 | $137.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,375 | $137.1K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $131.6K | 0.01% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 10,828 | $129.5K | 0.04% | −1,931−15.1% | Reduced |
| Janney Montgomery Scott LLC | 10,320 | $123.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 6,900 | $82.5K | 0.06% | +6,900 | New |
| Comerica Bank | 6,186 | $74.0K | 0.00% | +131+2.2% | Added |
| Royal Bank of Canada | 3,898 | $47.0K | 0.00% | −1,800−31.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,550 | $30.5K | 0.00% | +2,050+410.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,335 | $27.9K | 0.00% | +292+14.3% | Added |
| Private Trust Co NA | 1,959 | $23.4K | 0.00% | −600−23.4% | Reduced |
| SJS Investment Consulting Inc. | 1,530 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,194 | $14.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.01% | +800 | New |
| Gilliland Jeter Wealth Management LLC | 529 | $6.33K | 0.00% | +529 | New |
| GWM Advisors LLC | 441 | $5.28K | 0.00% | −13−2.9% | Reduced |
| CWM, LLC | 159 | $2.00K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −31,534−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −12,140−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,862−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |