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 2025
Institutional positions in Western Asset High Yield Opportunity Fund Inc. as of Mar 31, 2025. 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
- 57
- +2 vs. Q4 2024
- Shares held
- 7.30M
- +1.07M (+17.1%) vs. Q4 2024
- Total value
- $86.4M
- +$12.7M (+17.3%) vs. Q4 2024
- New holders
- 7
- 17 more added
- Sold out
- 5
- 18 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Western Asset High Yield Opportunity Fund Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,470,461 | $17.4M | 0.41% | −18,468−1.2% | Reduced |
| Huntleigh Advisors, Inc. | 986,460 | $11.7M | 1.95% | +644,574+188.5% | Added |
| Punch & Associates Investment Management, Inc. | 806,469 | $9.55M | 0.63% | −21,764−2.6% | Reduced |
| Raymond James Financial Inc | 651,568 | $7.71M | 0.00% | −58,403−8.2% | Reduced |
| Guggenheim Capital LLC | 478,654 | $5.67M | 0.05% | +32,229+7.2% | Added |
| Icon Advisers Inc | 417,617 | $4.94M | 1.16% | +417,617 | New |
| Wells Fargo & Company | 310,003 | $3.67M | 0.00% | −276−0.1% | Reduced |
| Uncommon Cents Investing LLC | 293,450 | $3.47M | 1.02% | −5,250−1.8% | Reduced |
| Morgan Stanley | 169,432 | $2.01M | 0.00% | +3,461+2.1% | Added |
| Shaker Financial Services, LLC | 154,820 | $1.85M | 0.72% | −6,701−4.1% | Reduced |
| Cohen & Steers, Inc. | 138,478 | $1.64M | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 125,898 | $1.49M | 0.03% | −510.0% | Reduced |
| Hara Capital LLC | 101,403 | $1.20M | 0.81% | −6,060−5.6% | Reduced |
| Rivernorth Capital Management, LLC | 98,577 | $1.17M | 0.06% | +98,577 | New |
| TFB Advisors LLC | 93,707 | $1.11M | 0.32% | 00.0% | Unchanged |
| E&G Advisors, LP | 77,110 | $913.0K | 0.26% | −1,200−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 74,759 | $885.1K | 0.01% | +1,163+1.6% | Added |
| Invesco Ltd. | 72,829 | $862.3K | 0.00% | +3,183+4.6% | Added |
| Camelot Portfolios, LLC | 71,241 | $843.5K | 0.52% | +24,014+50.8% | Added |
| 1607 Capital Partners, LLC | 70,828 | $838.6K | 0.07% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 69,673 | $824.9K | 0.13% | −4,184−5.7% | Reduced |
| Everstar Asset Management, LLC | 51,405 | $608.6K | 0.40% | 00.0% | Unchanged |
| Readystate Asset Management LP | 45,753 | $541.7K | 0.03% | +45,753 | New |
| Kovitz Investment Group Partners, LLC | 42,419 | $502.2K | 0.00% | −1,866−4.2% | Reduced |
| UBS Group AG | 38,187 | $452.1K | 0.00% | +10,066+35.8% | Added |
| Bank of America Corp | 36,007 | $426.3K | 0.00% | −8,442−19.0% | Reduced |
| City of London Investment Management Co Ltd | 34,407 | $407.4K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 29,162 | $345.3K | 0.00% | +2,721+10.3% | Added |
| RVW Wealth, LLC | 27,623 | $327.1K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 18,390 | $217.7K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 18,375 | $217.6K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,521 | $207.4K | 0.00% | +17,521 | New |
| Bryn Mawr Trust Co | 17,500 | $207.2K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,750 | $198.3K | 0.00% | −24,100−59.0% | Reduced |
| Cetera Investment Advisers | 16,654 | $197.2K | 0.00% | +2,487+17.6% | Added |
| Concurrent Investment Advisors, LLC | 16,529 | $195.7K | 0.00% | +1,391+9.2% | Added |
| Jones Financial Companies LLLP | 12,988 | $153.9K | 0.00% | +408+3.2% | Added |
| Advisor Group Holdings, Inc. | 12,603 | $149.2K | 0.00% | −19,649−60.9% | Reduced |
| HRT Financial LP | 11,697 | $138.0K | 0.00% | +11,697 | New |
| International Assets Investment Management, LLC | 11,553 | $136.8K | 0.01% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 11,509 | $136.3K | 0.07% | +35+0.3% | Added |
| Janney Montgomery Scott LLC | 11,360 | $135.0K | 0.00% | +17+0.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,000 | $130.2K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,400 | $124.1K | 0.00% | −975−8.6% | Reduced |
| CSS LLC | 10,100 | $119.6K | 0.01% | +10,100 | New |
| Comerica Bank | 6,563 | $77.7K | 0.00% | +142+2.2% | Added |
| Future Financial Wealth Managment LLC | 6,400 | $75.8K | 0.06% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,862 | $46.0K | 0.00% | −145−3.6% | Reduced |
| Private Trust Co NA | 2,959 | $35.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,695 | $31.9K | 0.01% | −1,780−39.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,632 | $31.2K | 0.03% | +41+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,295 | $27.2K | 0.00% | +51+2.3% | Added |
| Financial Perspectives, Inc | 2,045 | $24.2K | 0.01% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,675 | $19.8K | 0.01% | −150−8.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,116 | $13.2K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $9.00K | 0.01% | +800 | New |
| GWM Advisors LLC | 485 | $5.75K | 0.00% | +7+1.5% | Added |
| Almitas Capital LLC | 0 | $0 | 0.00% | −64,498−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −12,622−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |