Western Asset High Yield OppHYI
13F holders, Q4 2024 (December 31)55holders +2
4new positions
5sold out
$11.82avg. 13F price*
At the end of Q4 2024, 55 institutions reported holding Western Asset High Yield Opp (HYI) in their 13F filings, up 2 from Q3 2024. 4 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($17.6M), Punch & Associates Investment Management, Inc. ($9.8M) and Raymond James Financial Inc. ($8.4M).
- Company
- Western Asset High Yield Opp
- CUSIP
- 95768B107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $904K |
| Exits | 5 | $730K |
All 13F filers, Q3 2024 → Q4 2024: 215,646 shares bought and 289,428 shares sold, net −73,782 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Sit Investment Associates Inc. | 0.40% | No change | 1,488,929 | $17.6M |
| Punch & Associates Investment Management, Inc. | 0.54% | Reduce -6.1% | 828,233 | $9.8M |
| Raymond James Financial Inc. | 0.00% | — | 709,971 | $8.4M |
| Guggenheim Capital LLC | 0.04% | Add +17.3% | 446,425 | $5.3M |
| Huntleigh Advisors, Inc. | 0.87% | — | 341,886 | $4.0M |
| Wells Fargo & Company | 0.00% | Reduce -10.8% | 310,279 | $3.7M |
| Uncommon Cents Investing LLC | 1.05% | Reduce -0.9% | 298,700 | $3.5M |
| Morgan Stanley | 0.00% | Reduce -26.0% | 165,971 | $2.0M |
| Shaker Financial Services, LLC | 0.73% | Add +11.7% | 161,521 | $1.9M |
| Cohen & Steers, Inc. | 0.00% | No change | 138,478 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.0% | 125,949 | $1.5M |
| Hara Capital LLC | 0.80% | Add +6.6% | 107,463 | $1.3M |
| TFB Advisors LLC | 0.32% | No change | 93,707 | $1.1M |
| E&G Advisors, LLC | 0.25% | Reduce -8.8% | 78,310 | $926K |
| Consolidated Portfolio Review Corp | 0.14% | Add +1.7% | 73,857 | $873K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.2% | 73,596 | $870K |
| 1607 Capital Partners, LLC | 0.07% | Reduce -24.3% | 70,828 | $837K |
| Invesco Ltd. | 0.00% | Add +57.1% | 69,646 | $823K |
| Almitas Capital LLC | 0.17% | New | 64,498 | $762K |
| Everstar Asset Management, LLC | 0.43% | Reduce -5.7% | 51,405 | $608K |
| Camelot Portfolios, LLC | 0.60% | Reduce -6.6% | 47,227 | $558K |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 44,449 | $525K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -25.0% | 44,285 | $523K |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 40,850 | $483K |
| City of London Investment Management Co. Ltd. | 0.04% | No change | 34,407 | $407K |
| Osaic Holdings, Inc. | 0.00% | Add +0.4% | 32,252 | $381K |
| UBS Group AG | 0.00% | Reduce -8.5% | 28,121 | $332K |
| RVW Wealth, LLC | 0.03% | Add +41.7% | 27,623 | $327K |
| LPL Financial LLC | 0.00% | Reduce -10.3% | 26,441 | $313K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 18,390 | $217K |
| Gilman Hill Asset Management, LLC | 0.04% | Reduce -25.9% | 18,375 | $217K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 17,500 | $207K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +25.7% | 15,138 | $179K |
| Cetera Investment Advisers | 0.00% | Add +9.3% | 14,167 | $167K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.4% | 12,622 | $152K |
| Jones Financial Companies LLLP | 0.00% | Add +151.3% | 12,580 | $149K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,553 | $137K |
| MRA Advisory Group | 0.07% | Add +4.3% | 11,474 | $136K |
| Evergreen Capital Management LLC | 0.00% | No change | 11,375 | $134K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 11,343 | $134K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,000 | $130K |
| Comerica Bank | 0.00% | Add +2.3% | 6,421 | $76K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 6,400 | $76K |
| Avior Wealth Management, LLC | 0.00% | New | 5,500 | $65K |
| Elequin Capital, LP | 0.01% | New | 4,475 | $53K |
| Royal Bank of Canada | 0.00% | Reduce -18.1% | 4,007 | $47K |
| Private Trust Co. NA | 0.00% | No change | 2,959 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 2,591 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 2,244 | $27K |
| Financial Perspectives, Inc | 0.01% | New | 2,045 | $24K |
| Noble Wealth Management PBC | 0.01% | — | 1,825 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,116 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 490 | $6K |
| NewEdge Advisors, LLC | 0.00% | Add +3.2% | 478 | $6K |
| WPG Advisers, LLC | 0.00% | — | 116 | $1K |
"% of holder's portfolio" is HYI's weight in each manager's 13F, not the share of Western Asset High Yield Opp the manager owns.