Western Asset High Yield Opportunity Fund Inc. - Common (HYI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common
Symbol
HYI on NYSE
Shares outstanding
12,815,157
Price per share
$11.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,003,250
Total reported value
$35,153,747
% of total 13F portfolios
0%
Share change
-3,937,305
Value change
-$47,120,199
Number of holders
44
Price from insider filings
$11.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Western Asset High Yield Opportunity Fund Inc. - Common (HYI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 11% -13% $15,946,412 -$2,328,512 1,428,890 -13% First Trust Portfolios L.P. 31 Dec 2025

As of 30 Sep 2025, 44 institutional investors reported holding 3,003,250 shares of Western Asset High Yield Opportunity Fund Inc. - Common (HYI). This represents 23% of the company’s total 12,815,157 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Western Asset High Yield Opportunity Fund Inc. - Common (HYI) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
RAYMOND JAMES FINANCIAL INC 4.2% 533,445 -6% 0% $6,246,635
GUGGENHEIM CAPITAL LLC 3.2% 404,457 -5.7% 0.04% $4,736,191
Huntleigh Advisors, Inc. 2.6% 328,429 -14% 0.66% $3,845,899
Uncommon Cents Investing LLC 2.2% 288,200 -0.79% 0.84% $3,374,822
JANE STREET GROUP, LLC 1.5% 191,758 -3.4% 0% $2,245,486
Rockefeller Capital Management L.P. 1.3% 162,119 +96% 0% $1,898,418
MORGAN STANLEY 0.97% 124,559 -5.5% 0% $1,458,588
WELLS FARGO & COMPANY/MN 0.93% 119,159 -60% 0% $1,395,348
Capital Investment Advisors, LLC 0.9% 115,163 -6.1% 0.02% $1,348,564
TFB Advisors LLC 0.71% 91,322 0% 0.31% $1,048,377
Invesco Ltd. 0.58% 73,896 -3.1% 0% $865,322
E&G Advisors, LP 0.58% 73,810 -0.81% 0.2% $864,315
Consolidated Portfolio Review Corp 0.5% 64,628 -4.1% 0.1% $756,799
Everstar Asset Management, LLC 0.36% 46,605 -3.3% 0.31% $545,745
UBS Group AG 0.34% 44,187 -3.2% 0% $517,430
Shaker Financial Services, LLC 0.33% 41,825 +6.7% 0.17% $493,460
LPL Financial LLC 0.26% 32,871 +11% 0% $384,924
READYSTATE ASSET MANAGEMENT LP 0.23% 29,861 +76% 0.02% $349,672
RVW Wealth, LLC 0.22% 27,623 0% 0.03% $323,465
OSAIC HOLDINGS, INC. 0.21% 27,269 +31% 0% $319,488
WOLVERINE ASSET MANAGEMENT LLC 0.18% 23,483 +3743% 0% $274,985
BANK OF AMERICA CORP /DE/ 0.17% 21,764 -45% 0% $254,860
Gilman Hill Asset Management, LLC 0.14% 18,375 0% 0.03% $215,171
Cetera Investment Advisers 0.12% 15,722 +12% 0% $184,109
JONES FINANCIAL COMPANIES LLLP 0.12% 15,288 +10% 0% $178,871

Institutional Holders of Western Asset High Yield Opportunity Fund Inc. - Common (HYI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 438,671 $4,895,570 -$281,343 $11.16 5
2025 Q3 3,003,250 $35,153,747 -$47,120,199 $11.71 44
2025 Q2 6,938,880 $83,130,476 +$3,344,827 $11.98 60
2025 Q1 6,671,855 $79,010,556 +$5,363,248 $11.84 57
2024 Q4 6,230,936 $73,655,616 -$904,186 $11.82 54
2024 Q3 5,896,855 $72,990,501 -$6,894,770 $12.38 51
2024 Q2 6,447,125 $74,808,174 -$9,867,012 $11.60 50
2024 Q1 7,274,291 $86,964,826 -$3,795,957 $11.96 56
2023 Q4 7,592,738 $91,796,342 +$862,768 $12.09 58
2023 Q3 6,959,519 $79,974,794 +$253,597 $11.49 51
2023 Q2 7,326,543 $86,086,144 +$1,506,400 $11.75 53
2023 Q1 7,197,593 $86,218,411 +$1,716,026 $11.98 51
2022 Q4 6,993,489 $87,280,381 +$483,118 $12.48 52
2022 Q3 6,868,824 $77,021,993 -$1,734,251 $11.21 49
2022 Q2 7,041,640 $85,767,028 +$26,685,968 $12.18 46
2022 Q1 4,842,042 $67,206,682 +$2,796,588 $13.88 52
2021 Q4 4,677,510 $73,764,000 -$25,233,851 $15.77 52
2021 Q3 5,949,146 $94,768,000 -$8,292,981 $15.93 46
2021 Q2 6,470,380 $101,504,000 -$747,335 $15.69 46
2021 Q1 6,523,599 $100,642,535 -$1,211,094 $15.43 48
2020 Q4 6,603,363 $101,821,333 +$3,272,879 $15.42 47
2020 Q3 6,392,927 $89,730,346 -$1,187,423 $14.03 42
2020 Q2 6,354,587 $88,767,387 +$328,107 $13.97 39
2020 Q1 6,436,537 $79,393,055 +$1,039,953 $12.33 44
2019 Q4 6,119,669 $95,772,511 -$3,214,098 $15.65 44
2019 Q3 6,355,676 $96,355,278 -$1,996,711 $15.16 44
2019 Q2 6,492,976 $97,204,123 +$327,334 $14.97 53
2019 Q1 6,469,000 $95,546,191 -$9,720,661 $14.77 55
2018 Q4 7,229,202 $95,177,179 -$36,361 $13.15 53
2018 Q3 6,926,391 $100,773,910 -$1,957,685 $14.55 48
2018 Q2 7,197,927 $105,012,011 -$86,869 $14.59 49
2018 Q1 7,201,879 $105,142,400 +$3,536,063 $14.60 47
2017 Q4 6,250,210 $94,500,280 +$6,480,895 $15.12 53
2017 Q3 6,465,578 $100,529,450 +$4,465,562 $15.55 44
2017 Q2 6,106,307 $93,323,320 +$3,932,537 $15.28 44
2017 Q1 5,954,826 $91,475,840 +$560,007 $15.36 47
2016 Q4 5,897,323 $88,699,760 -$995,229 $15.04 45
2016 Q3 5,962,576 $91,879,790 -$4,322,977 $15.41 42
2016 Q2 6,253,559 $93,923,380 -$14,171,385 $15.02 41
2016 Q1 7,227,352 $100,719,660 -$7,240,561 $13.94 44
2015 Q4 7,745,227 $109,210,000 +$7,163,550 $14.10 41
2015 Q3 7,256,916 $101,582,000 +$3,368,733 $14.00 38
2015 Q2 6,968,330 $107,350,154 +$576,560 $15.40 37
2015 Q1 6,396,728 $104,613,960 -$10,348,948 $16.35 40
2014 Q4 7,057,146 $111,278,799 +$11,551,177 $15.77 48
2014 Q3 6,572,245 $109,156,155 +$8,745,059 $16.61 39
2014 Q2 5,983,825 $107,170,451 +$11,370,495 $17.91 40
2014 Q1 5,335,662 $95,402,070 +$16,382,394 $17.88 34