Western Asset High Yield OppHYI
13F holders, Q1 2025 (March 31)57holders +2
7new positions
5sold out
$11.84avg. 13F price*
At the end of Q1 2025, 57 institutions reported holding Western Asset High Yield Opp (HYI) in their 13F filings, up 2 from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($17.4M), Huntleigh Advisors, Inc. ($11.7M) and Punch & Associates Investment Management, Inc. ($9.5M).
- Company
- Western Asset High Yield Opp
- CUSIP
- 95768B107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $7.1M |
| Exits | 5 | $986K |
All 13F filers, Q4 2024 → Q1 2025: 1,328,055 shares bought and 262,690 shares sold, net +1,065,365 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Sit Investment Associates Inc. | 0.41% | Reduce -1.2% | 1,470,461 | $17.4M |
| Huntleigh Advisors, Inc. | 1.95% | Add +188.5% | 986,460 | $11.7M |
| Punch & Associates Investment Management, Inc. | 0.64% | Reduce -2.6% | 806,469 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 651,568 | $7.7M |
| Guggenheim Capital LLC | 0.05% | Add +7.2% | 478,654 | $5.7M |
| Icon Advisers Inc. | 1.17% | New | 417,617 | $4.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 310,003 | $3.7M |
| Uncommon Cents Investing LLC | 1.02% | Reduce -1.8% | 293,450 | $3.5M |
| Morgan Stanley | 0.00% | Add +2.1% | 169,432 | $2.0M |
| Shaker Financial Services, LLC | 0.72% | Reduce -4.2% | 154,820 | $1.8M |
| Cohen & Steers, Inc. | 0.00% | No change | 138,478 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.0% | 125,898 | $1.5M |
| Hara Capital LLC | 0.81% | Reduce -5.6% | 101,403 | $1.2M |
| Rivernorth Capital Management, LLC | 0.06% | New | 98,577 | $1.2M |
| TFB Advisors LLC | 0.32% | No change | 93,707 | $1.1M |
| E&G Advisors, LLC | 0.26% | Reduce -1.5% | 77,110 | $913K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +1.6% | 74,759 | $885K |
| Invesco Ltd. | 0.00% | Add +4.6% | 72,829 | $862K |
| Camelot Portfolios, LLC | 0.52% | Add +50.9% | 71,241 | $843K |
| 1607 Capital Partners, LLC | 0.07% | No change | 70,828 | $839K |
| Consolidated Portfolio Review Corp | 0.13% | Reduce -5.7% | 69,673 | $825K |
| Everstar Asset Management, LLC | 0.40% | No change | 51,405 | $609K |
| Readystate Asset Management LP | 0.05% | New | 45,753 | $542K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -4.2% | 42,419 | $502K |
| UBS Group AG | 0.00% | Add +35.8% | 38,187 | $452K |
| Bank of America Corp. | 0.00% | Reduce -19.0% | 36,007 | $426K |
| City of London Investment Management Co. Ltd. | 0.04% | No change | 34,407 | $407K |
| LPL Financial LLC | 0.00% | Add +10.3% | 29,162 | $345K |
| RVW Wealth, LLC | 0.03% | No change | 27,623 | $327K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 18,390 | $218K |
| Gilman Hill Asset Management, LLC | 0.04% | No change | 18,375 | $218K |
| Jane Street Group, LLC | 0.00% | New | 17,521 | $207K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 17,500 | $207K |
| Stifel Financial Corp. | 0.00% | Reduce -59.0% | 16,750 | $198K |
| Cetera Investment Advisers | 0.00% | Add +17.6% | 16,654 | $197K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +9.2% | 16,529 | $196K |
| Jones Financial Companies LLLP | 0.00% | Add +3.2% | 12,988 | $154K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.9% | 12,603 | $149K |
| HRT Financial LP | 0.00% | New | 11,697 | $138K |
| International Assets Investment Management, LLC | 0.01% | No change | 11,553 | $137K |
| MRA Advisory Group | 0.07% | Add +0.3% | 11,509 | $136K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.1% | 11,360 | $135K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | No change | 11,000 | $130K |
| Evergreen Capital Management LLC | 0.00% | Reduce -8.6% | 10,400 | $124K |
| CSS LLC | 0.02% | New | 10,100 | $120K |
| Comerica Bank | 0.00% | Add +2.2% | 6,563 | $78K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 6,400 | $76K |
| Royal Bank of Canada | 0.00% | Reduce -3.6% | 3,862 | $46K |
| Private Trust Co. NA | 0.00% | No change | 2,959 | $35K |
| Elequin Capital, LP | 0.01% | Reduce -39.8% | 2,695 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +1.6% | 2,632 | $31K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 2,295 | $27K |
| Financial Perspectives, Inc | 0.01% | No change | 2,045 | $24K |
| Noble Wealth Management PBC | 0.01% | Reduce -8.2% | 1,675 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,116 | $13K |
| FNY Investment Advisers, LLC | 0.01% | New | 800 | $9K |
| NewEdge Advisors, LLC | 0.00% | Add +1.5% | 485 | $6K |
"% 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.