Security Snapshot

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

CUSIP: 95768B107

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

45

Shares (Excl. Options)

3,584,775

Price

$10.68

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Type / Class
Equity / Common
Symbol
HYI on NYSE
Shares outstanding
12,809,698
Price per share
$10.96
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
3,584,775
Total reported value
$38,276,488
% of total 13F portfolios
0%
Share change
+168,973
Value change
+$1,771,784
Number of holders
45
Price from insider filings
$10.96
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • HYI - Western Asset High Yield Opportunity Fund Inc. - Common is tracked under CUSIP 95768B107.
  • 45 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 46 to 45 between Q4 2025 and Q1 2026.
  • Reported value moved from $38,202,620 to $38,276,488.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 45 institutions filings for Q1 2026.

Open SEC Evidence

Security key

95768B107

Latest holder period

Q1 2026

13F holders

45

13D/G owners

1

CIK / CUSIP context first

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 9.6% -14% $13,133,527 -$2,127,018 1,229,731 -14% First Trust Portfolios L.P. 31 Mar 2026

As of 31 Mar 2026, 45 institutional investors reported holding 3,584,775 shares of Western Asset High Yield Opportunity Fund Inc. - Common (HYI). This represents 28% of the company’s total 12,809,698 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Western Asset High Yield Opportunity Fund Inc. - Common (HYI) together control 27% 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 4.1% 526,763 +2.1% 0% $5,625,837
GUGGENHEIM CAPITAL LLC 3.1% 399,078 -7% 0.03% $4,262,153
Uncommon Cents Investing LLC 2.3% 295,495 +1.7% 0.73% $3,155,887
Shaker Financial Services, LLC 2.1% 273,559 +18% 1% $2,921,611
ABSOLUTE INVESTMENT ADVISERS, LLC 1.9% 245,966 0% 0.31% $2,626,917
WOLVERINE ASSET MANAGEMENT LLC 1.8% 236,872 +17% 0.04% $2,529,793
1607 Capital Partners, LLC 1.5% 190,284 +267% 0.15% $2,032,233
Rockefeller Capital Management L.P. 1.4% 173,763 +6.6% 0% $1,855,799
MORGAN STANLEY 0.91% 116,594 -10% 0% $1,245,224
Quarry LP 0.77% 98,077 +1.8% 0.21% $1,047,463
WELLS FARGO & COMPANY/MN 0.72% 92,463 -7.7% 0% $987,504
Capital Investment Advisors, LLC 0.71% 90,745 -16% 0.01% $969,154
Logan Stone Capital, LLC 0.7% 90,273 -4% 0.27% $964,116
TFB Advisors LLC 0.65% 83,538 -8.5% 0.47% $892,186
CITADEL ADVISORS LLC 0.58% 74,540 +70% 0% $796,087
E&G Advisors, LP 0.49% 63,221 -5.3% 0.15% $675,200
Invesco Ltd. 0.44% 56,886 -1.4% 0% $607,542
Everstar Asset Management, LLC 0.34% 44,105 -3.9% 0.25% $471,041
JONES FINANCIAL COMPANIES LLLP 0.34% 43,329 +99% 0% $454,091
LPL Financial LLC 0.3% 38,720 +0.1% 0% $413,528
READYSTATE ASSET MANAGEMENT LP 0.29% 37,210 -44% 0.02% $397,403
Ionic Capital Management LLC 0.28% 35,698 +87% 0.32% $381,255
BANK OF AMERICA CORP /DE/ 0.26% 33,611 +5.1% 0% $358,967
RVW Wealth, LLC 0.22% 27,623 0% 0.02% $295,014
Calamos Advisors LLC 0.21% 26,332 +14% 0% $281,226

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
2026 Q1 3,584,775 $38,276,488 +$1,771,784 $10.68 45
2025 Q4 3,423,998 $38,202,620 +$4,517,085 $11.16 46
2025 Q3 3,003,250 $35,153,747 -$47,120,091 $11.71 44
2025 Q2 6,938,880 $83,130,476 +$3,344,819 $11.98 60
2025 Q1 6,671,855 $79,010,556 +$5,363,245 $11.84 57
2024 Q4 6,275,761 $74,182,518 -$1,077,810 $11.82 56
2024 Q3 5,871,362 $72,674,897 -$7,210,375 $12.38 52
2024 Q2 6,447,125 $74,808,174 -$9,867,008 $11.60 50
2024 Q1 7,274,291 $86,964,826 -$3,781,467 $11.96 56
2023 Q4 7,592,738 $91,796,342 +$969,505 $12.09 58
2023 Q3 7,359,850 $84,574,597 +$379,564 $11.49 52
2023 Q2 7,326,543 $86,086,144 +$1,506,402 $11.75 53
2023 Q1 7,197,593 $86,218,411 +$1,718,593 $11.98 51
2022 Q4 6,993,489 $87,280,381 +$483,027 $12.48 52
2022 Q3 6,868,824 $77,021,993 -$1,734,264 $11.21 49
2022 Q2 7,041,640 $85,767,028 +$26,534,992 $12.18 46
2022 Q1 4,842,042 $67,206,682 +$2,360,446 $13.88 52
2021 Q4 4,677,510 $73,764,000 -$25,016,893 $15.77 52
2021 Q3 5,949,146 $94,768,000 -$8,293,012 $15.93 46
2021 Q2 6,470,380 $101,504,000 -$747,328 $15.69 46
2021 Q1 6,523,599 $100,642,535 -$1,211,093 $15.43 48
2020 Q4 6,603,363 $101,821,333 +$3,272,907 $15.42 47
2020 Q3 6,392,927 $89,730,346 -$1,249,616 $14.03 42
2020 Q2 6,482,402 $90,553,392 +$447,093 $13.97 41
2020 Q1 6,443,007 $79,472,830 +$1,039,939 $12.33 45
2019 Q4 6,126,139 $95,873,767 -$3,515,447 $15.65 45
2019 Q3 6,355,676 $96,355,278 -$2,050,721 $15.16 44
2019 Q2 6,493,143 $97,206,123 +$380,539 $14.97 54
2019 Q1 6,469,000 $95,546,191 -$9,799,644 $14.77 55
2018 Q4 7,229,202 $95,177,179 -$35,603 $13.15 53
2018 Q3 7,071,995 $102,892,910 -$1,933,895 $14.55 50
2018 Q2 7,200,787 $105,053,011 -$56,266 $14.59 51
2018 Q1 7,208,573 $105,240,400 +$3,487,385 $14.60 49
2017 Q4 6,962,396 $105,268,280 +$3,949,279 $15.12 55
2017 Q3 6,470,936 $100,612,450 +$3,864,480 $15.55 45
2017 Q2 6,223,682 $95,116,320 +$4,515,620 $15.28 45
2017 Q1 5,954,826 $91,475,840 +$560,008 $15.36 47
2016 Q4 5,897,323 $88,699,760 -$995,223 $15.04 45
2016 Q3 5,962,576 $91,879,790 -$4,322,961 $15.41 42
2016 Q2 6,253,559 $93,923,380 -$14,171,409 $15.02 41
2016 Q1 7,227,352 $100,719,660 -$7,240,261 $13.94 44
2015 Q4 7,745,227 $109,210,000 +$7,163,587 $14.10 41
2015 Q3 7,256,916 $101,582,000 +$3,368,729 $14.00 38
2015 Q2 6,968,330 $107,350,154 +$577,230 $15.40 37
2015 Q1 7,034,252 $115,036,960 -$8,601,586 $16.35 41
2014 Q4 7,593,136 $119,731,799 +$10,510,936 $15.77 49
2014 Q3 6,572,245 $109,156,155 +$8,745,071 $16.61 39
2014 Q2 5,983,825 $107,170,451 +$11,370,491 $17.91 40
2014 Q1 5,335,662 $95,402,070 +$16,383,919 $17.88 34
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