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 2024
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Dec 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
- 55
- +4 vs. Q3 2024
- Shares held
- 6.23M
- +851.1K (+15.8%) vs. Q3 2024
- Total value
- $73.7M
- +$8.83M (+13.6%) vs. Q3 2024
- New holders
- 9
- 15 more added
- Sold out
- 5
- 19 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,488,929 | $17.6M | 0.40% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 828,233 | $9.79M | 0.53% | −53,415−6.1% | Reduced |
| Raymond James Financial Inc | 709,971 | $8.39M | 0.00% | +709,971 | New |
| Guggenheim Capital LLC | 446,425 | $5.28M | 0.04% | +65,926+17.3% | Added |
| Huntleigh Advisors, Inc. | 341,886 | $4.04M | 0.87% | +341,886 | New |
| Wells Fargo & Company | 310,279 | $3.67M | 0.00% | −37,413−10.8% | Reduced |
| Uncommon Cents Investing LLC | 298,700 | $3.53M | 1.05% | −2,580−0.9% | Reduced |
| Morgan Stanley | 165,971 | $1.96M | 0.00% | −58,326−26.0% | Reduced |
| Shaker Financial Services, LLC | 161,521 | $1.91M | 0.73% | +16,943+11.7% | Added |
| Cohen & Steers, Inc. | 138,478 | $1.64M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 125,949 | $1.49M | 0.03% | −6,584−5.0% | Reduced |
| Hara Capital LLC | 107,463 | $1.27M | 0.80% | +6,649+6.6% | Added |
| TFB Advisors LLC | 93,707 | $1.11M | 0.32% | 00.0% | Unchanged |
| E&G Advisors, LP | 78,310 | $925.6K | 0.25% | −7,592−8.8% | Reduced |
| Consolidated Portfolio Review Corp | 73,857 | $873.0K | 0.14% | +1,221+1.7% | Added |
| Steward Partners Investment Advisory, LLC | 73,596 | $869.9K | 0.01% | +2,271+3.2% | Added |
| 1607 Capital Partners, LLC | 70,828 | $837.2K | 0.07% | −22,756−24.3% | Reduced |
| Invesco Ltd. | 69,646 | $823.2K | 0.00% | +25,306+57.1% | Added |
| Almitas Capital LLC | 64,498 | $762.4K | 0.17% | +64,498 | New |
| Everstar Asset Management, LLC | 51,405 | $607.6K | 0.43% | −3,100−5.7% | Reduced |
| Camelot Portfolios, LLC | 47,227 | $558.2K | 0.60% | −3,315−6.6% | Reduced |
| Bank of America Corp | 44,449 | $525.4K | 0.00% | −58−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 44,285 | $523.5K | 0.00% | −14,738−25.0% | Reduced |
| Stifel Financial Corp | 40,850 | $482.8K | 0.00% | −6,500−13.7% | Reduced |
| City of London Investment Management Co Ltd | 34,407 | $406.7K | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 32,252 | $381.2K | 0.00% | +139+0.4% | Added |
| UBS Group AG | 28,121 | $332.4K | 0.00% | −2,615−8.5% | Reduced |
| RVW Wealth, LLC | 27,623 | $326.5K | 0.03% | +8,123+41.7% | Added |
| LPL Financial LLC | 26,441 | $312.5K | 0.00% | −3,038−10.3% | Reduced |
| Sonora Investment Management Group, LLC | 18,390 | $217.4K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 18,375 | $217.2K | 0.04% | −6,425−25.9% | Reduced |
| Bryn Mawr Trust Co | 17,500 | $206.8K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 15,138 | $178.9K | 0.00% | +3,091+25.7% | Added |
| Cetera Investment Advisers | 14,167 | $167.5K | 0.00% | +1,200+9.3% | Added |
| Sanctuary Advisors, LLC | 12,622 | $151.6K | 0.00% | −580−4.4% | Reduced |
| Jones Financial Companies LLLP | 12,580 | $148.7K | 0.00% | +7,574+151.3% | Added |
| International Assets Investment Management, LLC | 11,553 | $137.4K | 0.01% | −131,473−91.9% | Reduced |
| Morris Retirement Advisors, LLC | 11,474 | $135.6K | 0.07% | +476+4.3% | Added |
| Evergreen Capital Management LLC | 11,375 | $134.5K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,343 | $134.0K | 0.00% | −377−3.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $130.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,421 | $75.9K | 0.00% | +144+2.3% | Added |
| Future Financial Wealth Managment LLC | 6,400 | $75.6K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,500 | $65.0K | 0.00% | +5,500 | New |
| Elequin Capital LP | 4,475 | $52.9K | 0.01% | +4,475 | New |
| Royal Bank of Canada | 4,007 | $47.0K | 0.00% | −887−18.1% | Reduced |
| Private Trust Co NA | 2,959 | $35.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2,591 | $30.6K | 0.03% | +2,591 | New |
| Northwestern Mutual Wealth Management Co | 2,244 | $26.5K | 0.00% | +50+2.3% | Added |
| Financial Perspectives, Inc | 2,045 | $24.2K | 0.01% | +2,045 | New |
| Noble Wealth Management PBC | 1,825 | $21.6K | 0.01% | +1,825 | New |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.2K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 490 | $5.79K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 478 | $5.65K | 0.00% | +15+3.2% | Added |
| WPG Advisers, LLC | 116 | $1.37K | 0.00% | +116 | New |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −46,006−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,600−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |