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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 116 | $1.37K | 0.00% | +116 | New |
| GWM Advisors LLC | 478 | $5.65K | 0.00% | +15+3.2% | Added |
| Provenance Wealth Advisors, LLC | 490 | $5.79K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.2K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,825 | $21.6K | 0.01% | +1,825 | New |
| Financial Perspectives, Inc | 2,045 | $24.2K | 0.01% | +2,045 | New |
| Northwestern Mutual Wealth Management Co | 2,244 | $26.5K | 0.00% | +50+2.3% | Added |
| Quest 10 Wealth Builders, Inc. | 2,591 | $30.6K | 0.03% | +2,591 | New |
| Private Trust Co NA | 2,959 | $35.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,007 | $47.0K | 0.00% | −887−18.1% | Reduced |
| Elequin Capital LP | 4,475 | $52.9K | 0.01% | +4,475 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,500 | $65.0K | 0.00% | +5,500 | New |
| Future Financial Wealth Managment LLC | 6,400 | $75.6K | 0.06% | 00.0% | Unchanged |
| Comerica Bank | 6,421 | $75.9K | 0.00% | +144+2.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $130.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 11,343 | $134.0K | 0.00% | −377−3.2% | Reduced |
| Evergreen Capital Management LLC | 11,375 | $134.5K | 0.00% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,474 | $135.6K | 0.07% | +476+4.3% | Added |
| International Assets Investment Management, LLC | 11,553 | $137.4K | 0.01% | −131,473−91.9% | Reduced |
| Jones Financial Companies LLLP | 12,580 | $148.7K | 0.00% | +7,574+151.3% | Added |
| Sanctuary Advisors, LLC | 12,622 | $151.6K | 0.00% | −580−4.4% | Reduced |
| Cetera Investment Advisers | 14,167 | $167.5K | 0.00% | +1,200+9.3% | Added |
| Concurrent Investment Advisors, LLC | 15,138 | $178.9K | 0.00% | +3,091+25.7% | Added |
| Bryn Mawr Trust Co | 17,500 | $206.8K | 0.00% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 18,375 | $217.2K | 0.04% | −6,425−25.9% | Reduced |
| Sonora Investment Management Group, LLC | 18,390 | $217.4K | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 26,441 | $312.5K | 0.00% | −3,038−10.3% | Reduced |
| RVW Wealth, LLC | 27,623 | $326.5K | 0.03% | +8,123+41.7% | Added |
| UBS Group AG | 28,121 | $332.4K | 0.00% | −2,615−8.5% | Reduced |
| Advisor Group Holdings, Inc. | 32,252 | $381.2K | 0.00% | +139+0.4% | Added |
| City of London Investment Management Co Ltd | 34,407 | $406.7K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 40,850 | $482.8K | 0.00% | −6,500−13.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 44,285 | $523.5K | 0.00% | −14,738−25.0% | Reduced |
| Bank of America Corp | 44,449 | $525.4K | 0.00% | −58−0.1% | Reduced |
| Camelot Portfolios, LLC | 47,227 | $558.2K | 0.60% | −3,315−6.6% | Reduced |
| Everstar Asset Management, LLC | 51,405 | $607.6K | 0.43% | −3,100−5.7% | Reduced |
| Almitas Capital LLC | 64,498 | $762.4K | 0.17% | +64,498 | New |
| Invesco Ltd. | 69,646 | $823.2K | 0.00% | +25,306+57.1% | Added |
| 1607 Capital Partners, LLC | 70,828 | $837.2K | 0.07% | −22,756−24.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 73,596 | $869.9K | 0.01% | +2,271+3.2% | Added |
| Consolidated Portfolio Review Corp | 73,857 | $873.0K | 0.14% | +1,221+1.7% | Added |
| E&G Advisors, LP | 78,310 | $925.6K | 0.25% | −7,592−8.8% | Reduced |
| TFB Advisors LLC | 93,707 | $1.11M | 0.32% | 00.0% | Unchanged |
| Hara Capital LLC | 107,463 | $1.27M | 0.80% | +6,649+6.6% | Added |
| Capital Investment Advisors, LLC | 125,949 | $1.49M | 0.03% | −6,584−5.0% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.64M | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 161,521 | $1.91M | 0.73% | +16,943+11.7% | Added |
| Morgan Stanley | 165,971 | $1.96M | 0.00% | −58,326−26.0% | Reduced |
| Uncommon Cents Investing LLC | 298,700 | $3.53M | 1.05% | −2,580−0.9% | Reduced |
| Wells Fargo & Company | 310,279 | $3.67M | 0.00% | −37,413−10.8% | Reduced |
| Huntleigh Advisors, Inc. | 341,886 | $4.04M | 0.87% | +341,886 | New |
| Guggenheim Capital LLC | 446,425 | $5.28M | 0.04% | +65,926+17.3% | Added |
| Raymond James Financial Inc | 709,971 | $8.39M | 0.00% | +709,971 | New |
| Punch & Associates Investment Management, Inc. | 828,233 | $9.79M | 0.53% | −53,415−6.1% | Reduced |
| Sit Investment Associates Inc | 1,488,929 | $17.6M | 0.40% | 00.0% | Unchanged |
| 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 |