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