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 2024
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Jun 30, 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
- 50
- −6 vs. Q1 2024
- Shares held
- 6.45M
- −827.2K (−11.4%) vs. Q1 2024
- Total value
- $74.8M
- −$12.2M (−14.0%) vs. Q1 2024
- New holders
- 5
- 14 more added
- Sold out
- 11
- 18 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 159 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 309 | $3.58K | 0.00% | +309 | New |
| GWM Advisors LLC | 452 | $5.24K | 0.00% | +11+2.5% | Added |
| Gilliland Jeter Wealth Management LLC | 529 | $6.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,194 | $13.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,143 | $24.9K | 0.00% | −192−8.2% | Reduced |
| Private Trust Co NA | 2,959 | $34.3K | 0.00% | +1,000+51.0% | Added |
| Royal Bank of Canada | 3,898 | $45.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,235 | $72.3K | 0.00% | +49+0.8% | Added |
| Wolverine Asset Management LLC | 8,158 | $94.6K | 0.00% | +8,158 | New |
| Janney Montgomery Scott LLC | 10,320 | $120.0K | 0.00% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $127.6K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,945 | $128.0K | 0.00% | +10,945 | New |
| Evergreen Capital Management LLC | 11,375 | $133.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 11,553 | $134.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,619 | $146.4K | 0.00% | −1,786−12.4% | Reduced |
| City of London Investment Management Co Ltd | 14,544 | $168.7K | 0.01% | −163,918−91.9% | Reduced |
| Sanctuary Advisors, LLC | 15,604 | $180.2K | 0.00% | +15,604 | New |
| Sonora Investment Management Group, LLC | 18,390 | $219.9K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 19,500 | $226.2K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 20,675 | $239.8K | 0.04% | −12,500−37.7% | Reduced |
| UBS Group AG | 30,579 | $354.7K | 0.00% | −5,656−15.6% | Reduced |
| LPL Financial LLC | 32,053 | $371.8K | 0.00% | −5,305−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 33,833 | $392.5K | 0.00% | −20,938−38.2% | Reduced |
| Invesco Ltd. | 37,966 | $440.4K | 0.00% | +20,969+123.4% | Added |
| SFI Advisors, LLC | 40,838 | $473.7K | 0.36% | +24,664+152.5% | Added |
| Bank of America Corp | 44,764 | $519.3K | 0.00% | −4,138−8.5% | Reduced |
| Landscape Capital Management, L.L.C. | 47,817 | $554.7K | 0.05% | +47,817 | New |
| Stifel Financial Corp | 52,175 | $605.2K | 0.00% | −3,875−6.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 69,633 | $807.7K | 0.01% | +1,680+2.5% | Added |
| Consolidated Portfolio Review Corp | 71,800 | $832.9K | 0.19% | +36,527+103.6% | Added |
| E&G Advisors, LP | 86,002 | $997.6K | 0.29% | −1,250−1.4% | Reduced |
| Camelot Portfolios, LLC | 93,275 | $1.08M | 0.61% | +35,858+62.5% | Added |
| TFB Advisors LLC | 93,707 | $1.09M | 0.35% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 108,485 | $1.26M | 0.11% | −27,086−20.0% | Reduced |
| Shaker Financial Services, LLC | 109,635 | $1.29M | 0.52% | +67,976+163.2% | Added |
| Capital Investment Advisors, LLC | 136,322 | $1.58M | 0.04% | −1,879−1.4% | Reduced |
| Private Management Group Inc | 136,644 | $1.59M | 0.06% | −2,194−1.6% | Reduced |
| Raymond James & Associates | 138,342 | $1.60M | 0.00% | +9,283+7.2% | Added |
| Cohen & Steers, Inc. | 138,478 | $1.61M | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 180,743 | $2.10M | 1.34% | +26,725+17.4% | Added |
| Morgan Stanley | 265,430 | $3.08M | 0.00% | −144,941−35.3% | Reduced |
| Uncommon Cents Investing LLC | 302,255 | $3.51M | 1.10% | −2,600−0.9% | Reduced |
| Wells Fargo & Company | 344,787 | $4.00M | 0.00% | +53,600+18.4% | Added |
| Guggenheim Capital LLC | 404,089 | $4.69M | 0.03% | −9,977−2.4% | Reduced |
| Bramshill Investments, LLC | 410,194 | $4.76M | 0.52% | −583,955−58.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 504,634 | $5.85M | 0.01% | +5,880+1.2% | Added |
| Punch & Associates Investment Management, Inc. | 892,164 | $10.3M | 0.61% | +9,592+1.1% | Added |
| Sit Investment Associates Inc | 1,456,805 | $16.9M | 0.39% | −43,849−2.9% | Reduced |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −45,691−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −35,273−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,637−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −15,423−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −12,446−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −10,828−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |