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 |
|---|---|---|---|---|---|
| CWM, LLC | 159 | $2.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 441 | $5.28K | 0.00% | −13−2.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 529 | $6.33K | 0.00% | +529 | New |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.01% | +800 | New |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,194 | $14.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,530 | $18.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,959 | $23.4K | 0.00% | −600−23.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,335 | $27.9K | 0.00% | +292+14.3% | Added |
| The PNC Financial Services Group, Inc. | 2,550 | $30.5K | 0.00% | +2,050+410.0% | Added |
| Royal Bank of Canada | 3,898 | $47.0K | 0.00% | −1,800−31.6% | Reduced |
| Comerica Bank | 6,186 | $74.0K | 0.00% | +131+2.2% | Added |
| Future Financial Wealth Managment LLC | 6,900 | $82.5K | 0.06% | +6,900 | New |
| Janney Montgomery Scott LLC | 10,320 | $123.0K | 0.00% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 10,828 | $129.5K | 0.04% | −1,931−15.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $131.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 11,375 | $137.1K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,553 | $137.4K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,446 | $148.9K | 0.00% | +12,446 | New |
| Concurrent Investment Advisors, LLC | 14,405 | $172.3K | 0.01% | −3,021−17.3% | Reduced |
| GeoWealth Management, LLC | 15,423 | $184.5K | 0.01% | +3,121+25.4% | Added |
| Catalytic Wealth RIA, LLC | 15,695 | $187.7K | 0.04% | +3,393+27.6% | Added |
| SFI Advisors, LLC | 16,174 | $193.4K | 0.15% | −8,361−34.1% | Reduced |
| Invesco Ltd. | 16,997 | $203.3K | 0.00% | +16,997 | New |
| Sonora Investment Management Group, LLC | 18,390 | $219.9K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 19,500 | $233.2K | 0.02% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 20,637 | $246.8K | 0.09% | +1,321+6.8% | Added |
| Gilman Hill Asset Management, LLC | 33,175 | $396.8K | 0.07% | +2,500+8.1% | Added |
| 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 |
| UBS Group AG | 36,235 | $433.4K | 0.00% | −3,159−8.0% | Reduced |
| LPL Financial LLC | 37,358 | $446.8K | 0.00% | +6,614+21.5% | Added |
| Shaker Financial Services, LLC | 41,659 | $502.2K | 0.19% | −40,275−49.2% | Reduced |
| Relative Value Partners Group, LLC | 45,691 | $548.3K | 0.03% | −8,171−15.2% | Reduced |
| Bank of America Corp | 48,902 | $584.9K | 0.00% | −15,132−23.6% | Reduced |
| Advisor Group Holdings, Inc. | 54,771 | $655.1K | 0.00% | +212+0.4% | Added |
| Stifel Financial Corp | 56,050 | $670.4K | 0.00% | −5,262−8.6% | Reduced |
| Camelot Portfolios, LLC | 57,417 | $686.7K | 0.67% | −34,619−37.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 67,953 | $812.7K | 0.01% | +1,059+1.6% | Added |
| E&G Advisors, LP | 87,252 | $1.04M | 0.33% | −300−0.3% | Reduced |
| TFB Advisors LLC | 93,707 | $1.08M | 0.39% | 00.0% | Unchanged |
| Raymond James & Associates | 129,059 | $1.54M | 0.00% | +11,591+9.9% | Added |
| 1607 Capital Partners, LLC | 135,571 | $1.62M | 0.13% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 138,201 | $1.65M | 0.04% | −8,529−5.8% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.66M | 0.00% | 00.0% | Unchanged |
| Private Management Group Inc | 138,838 | $1.66M | 0.06% | −3,472−2.4% | Reduced |
| Hara Capital LLC | 154,018 | $1.84M | 1.11% | +32,533+26.8% | Added |
| City of London Investment Management Co Ltd | 178,462 | $2.13M | 0.18% | −49,274−21.6% | Reduced |
| Wells Fargo & Company | 291,187 | $3.48M | 0.00% | −7,095−2.4% | Reduced |
| Uncommon Cents Investing LLC | 304,855 | $3.65M | 1.12% | −1,300−0.4% | Reduced |
| Morgan Stanley | 410,371 | $4.91M | 0.00% | +1,212+0.3% | Added |
| Guggenheim Capital LLC | 414,066 | $4.95M | 0.04% | +55,302+15.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 498,754 | $5.97M | 0.01% | +1,972+0.4% | Added |
| Punch & Associates Investment Management, Inc. | 882,572 | $10.6M | 0.60% | −26,814−2.9% | Reduced |
| Bramshill Investments, LLC | 994,149 | $11.9M | 1.40% | +50,480+5.3% | Added |
| Sit Investment Associates Inc | 1,500,654 | $17.9M | 0.41% | −281,021−15.8% | Reduced |
| 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 |