Free Trial
→ A new rule goes live in July — and the banks are quietly cashing in (From American Alternative) (Ad) Free HYI Stock Alerts

Western Asset High Yield Defined Opportunity Fund (HYI) Institutional Ownership

Western Asset High Yield Defined Opportunity Fund logo
$11.98 +0.01 (+0.08%)
As of 07/3/2025 03:30 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Western Asset High Yield Defined Opportunity Fund (NYSE:HYI)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$32.78M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$7.59M
Get HYI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Western Asset High Yield Defined Opportunity Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

HYI Institutional Buying and Selling by Quarter

Western Asset High Yield Defined Opportunity Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025Jane Street Group LLC17,521$207K0.0%N/A0.000%
5/16/2025Punch & Associates Investment Management Inc.806,469$9.55M0.6%-2.6%0.000%
5/13/2025Elequin Capital LP2,695$32K0.0%-39.8%0.000%
5/13/2025Raymond James Financial Inc.651,568$7.72M0.0%-8.2%0.000%
5/13/2025Kovitz Investment Group Partners LLC42,419$502K0.0%-4.2%0.000%
5/13/2025Sit Investment Associates Inc.1,470,461$17.41M0.4%-1.2%0.000%
5/12/2025Invesco Ltd.72,829$862K0.0%+4.6%0.000%
5/9/2025Shaker Financial Services LLC154,820$1.85M0.7%-4.1%0.000%
5/6/2025Cetera Investment Advisers16,654$197K0.0%+17.6%0.000%
5/6/2025Readystate Asset Management LP45,753$542K0.0%N/A0.000%
4/30/2025Hara Capital LLC101,403$1.20M0.8%-5.6%0.000%
4/29/2025Concurrent Investment Advisors LLC16,529$196K0.0%+9.2%0.000%
4/29/2025Huntleigh Advisors Inc.361,460$4.28M0.8%+5.7%0.000%
4/23/2025E&G Advisors LP77,110$913K0.3%-1.5%0.000%
4/23/2025Consolidated Portfolio Review Corp69,673$825K0.1%-5.7%0.000%
4/23/2025Uncommon Cents Investing LLC293,450$3.47M1.0%-1.8%0.000%
4/18/2025Huntleigh Advisors Inc.625,000$7.39M4.5%N/A0.000%
3/14/2025Hara Capital LLC107,463$1.27M0.8%-15.2%0.000%
2/18/2025Elequin Capital LP4,475$53K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers14,167$167K0.0%+9.3%0.000%
2/17/2025Almitas Capital LLC64,498$762K0.2%N/A0.000%
2/14/2025Kovitz Investment Group Partners LLC44,285$523K0.0%-25.0%0.000%
2/14/2025Stifel Financial Corp40,850$483K0.0%-13.7%0.000%
2/14/2025Shaker Financial Services LLC161,521$1.91M0.7%+11.7%0.000%
2/13/20251607 Capital Partners LLC70,828$837K0.1%-24.3%0.000%
2/13/2025Guggenheim Capital LLC446,425$5.28M0.0%+17.3%0.000%
2/13/2025Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/13/2025Invesco Ltd.69,646$823K0.0%+57.1%0.000%
2/13/2025Wells Fargo & Company MN310,279$3.67M0.0%-10.8%0.000%
2/12/2025Everstar Asset Management LLC51,405$608K0.4%-5.7%0.000%
2/11/2025LPL Financial LLC26,441$313K0.0%-10.3%0.000%
2/6/2025Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC73,596$870K0.0%+3.2%0.000%
2/6/2025Jones Financial Companies Lllp12,580$149K0.0%+151.3%0.000%
2/3/2025Camelot Portfolios LLC47,227$558K0.6%-6.6%0.000%
2/3/2025Concurrent Investment Advisors LLC15,138$179K0.0%+25.7%0.000%
1/31/2025Hara Capital LLC123,446$1.46M0.9%-2.6%0.000%
1/27/2025Consolidated Portfolio Review Corp73,857$873K0.1%+1.7%0.000%
1/24/2025E&G Advisors LP78,310$926K0.3%-8.8%0.000%
1/23/2025RVW Wealth LLC27,623$327K0.0%+41.7%0.000%
Banks aren’t ready for this altcoin—are you? (Ad)

I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. This is about being in the right place at the right time – and I believe that time is now.

Discover our #1 crypto for the red-hot crypto market right now!
1/17/2025Avior Wealth Management LLC5,500$65K0.0%N/A0.000%
1/16/2025Uncommon Cents Investing LLC298,700$3.53M1.1%-0.9%0.000%
1/16/2025Gilman Hill Asset Management LLC18,375$217K0.0%-25.9%0.000%
1/13/2025Capital Investment Advisors LLC125,949$1.49M0.0%-5.0%0.000%
1/8/2025International Assets Investment Management LLC11,553$137K0.0%-91.9%0.000%
11/25/2024Sanctuary Advisors LLC13,202$161K0.0%-15.4%0.000%
11/15/2024Kovitz Investment Group Partners LLC59,023$707K0.0%N/A0.000%
11/15/2024Stifel Financial Corp47,350$586K0.0%-9.2%0.000%
10/31/2024Hara Capital LLC126,797$1.57M1.0%-29.8%0.000%
10/31/2024Shaker Financial Services LLC144,578$1.81M0.7%+31.9%0.000%
10/24/2024Consolidated Portfolio Review Corp72,636$899K0.2%+1.2%0.000%
10/22/2024International Assets Investment Management LLC143,026$1.77M0.0%+1,138.0%0.000%
10/18/2024Capital Investment Advisors LLC132,533$1.64M0.0%-2.8%0.000%
10/10/2024Gilman Hill Asset Management LLC24,800$307K0.1%+20.0%0.000%
10/8/2024Future Financial Wealth Managment LLC6,400$79K0.1%N/A0.000%
10/4/2024MRA Advisory Group10,998$136K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC15,604$180K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.10,945$128K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.14,544$169K0.0%-91.9%0.000%
8/6/2024Private Management Group Inc.136,644$1.59M0.1%-1.6%0.000%
8/3/2024Shaker Financial Services LLC109,635$1.29M0.5%+163.2%0.000%
8/2/2024Wolverine Asset Management LLC8,158$95K0.0%N/A0.000%
8/1/2024Consolidated Portfolio Review Corp71,800$833K0.2%+103.6%0.000%
7/31/2024Concurrent Investment Advisors LLC12,619$146K0.0%-12.4%0.000%
7/29/2024Hara Capital LLC180,743$2.10M1.3%+17.4%0.000%
7/19/2024Raymond James & Associates138,342$1.61M0.0%+7.2%0.000%
7/19/2024E&G Advisors LP86,002$998K0.3%-1.4%0.000%
7/12/2024Gilman Hill Asset Management LLC20,675$240K0.0%-37.7%0.000%
7/12/2024Capital Investment Advisors LLC136,322$1.58M0.0%-1.4%0.000%
5/11/2024Catalytic Wealth RIA LLC15,695$188K0.0%+27.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.178,462$2.13M0.2%-21.6%0.000%
5/10/2024Prevail Innovative Wealth Advisors LLC20,637$247K0.1%+6.8%0.000%
5/9/2024Private Management Group Inc.138,838$1.66M0.1%-2.4%0.000%
5/9/2024Camelot Portfolios LLC57,417$687K0.7%-37.6%0.000%
5/7/2024Concurrent Investment Advisors LLC14,405$172K0.0%-17.3%0.000%
5/7/2024Stonebrook Private Inc.10,828$130K0.0%-15.1%0.000%
4/30/2024Consolidated Portfolio Review Corp35,273$422K0.1%-6.2%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.498,754$5.97M0.0%+0.4%0.000%
4/22/2024PFG Investments LLC35,273$422K0.0%N/A0.000%
4/19/2024Uncommon Cents Investing LLC304,855$3.65M1.1%-0.4%0.000%
4/15/2024Future Financial Wealth Managment LLC6,900$83K0.1%N/A0.000%
4/12/2024Gilman Hill Asset Management LLC33,175$397K0.1%+8.1%0.000%
2/13/2024Prevail Innovative Wealth Advisors LLC19,316$234K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC53,862$651K0.0%N/A0.000%
2/12/2024Catalytic Wealth RIA LLC12,302$149K0.1%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC66,894$809K0.0%+3.3%0.000%
2/7/2024Shaker Financial Services LLC81,934$991K0.4%-10.2%0.000%
2/5/2024Stonebrook Private Inc.12,759$154K0.1%N/A0.000%
1/30/2024SFI Advisors LLC24,535$297K0.3%N/A0.000%
1/29/2024Consolidated Portfolio Review Corp37,593$454K0.1%-2.8%0.000%
A new rule goes live in July — and the banks are quietly cashing in (Ad)

A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them.

To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how
1/25/2024E&G Advisors LP87,552$1.06M0.4%-27.7%0.000%
1/24/2024International Assets Investment Management LLC139,676$1.69M0.0%+976.0%0.000%
1/23/2024Camelot Portfolios LLC92,036$1.11M0.7%+60.2%0.000%
1/18/2024TFB Advisors LLC93,707$1.13M0.6%-12.8%0.000%
1/18/2024Uncommon Cents Investing LLC306,155$3.70M1.2%-1.5%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.496,782$6.01M0.0%-3.2%0.000%
1/16/2024Raymond James & Associates117,468$1.42M0.0%-5.6%0.000%
1/5/2024Capital Investment Advisors LLC146,730$1.77M0.0%-11.8%0.000%
11/15/2023Evergreen Capital Management LLC11,375$132K0.0%-25.0%0.000%
11/15/20231607 Capital Partners LLC135,571$1.56M0.1%+3.3%0.000%
(Data available from 1/1/2016 forward)

HYI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HYI shares?

During the previous two years, 52 institutional investors and hedge funds held shares of Western Asset High Yield Defined Opportunity Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($17.41M), Bramshill Investments LLC ($10.86M), Punch & Associates Investment Management Inc. ($9.55M), Raymond James Financial Inc. ($7.72M), Raymond James Financial Services Advisors Inc. ($5.97M), Guggenheim Capital LLC ($5.28M), and Huntleigh Advisors Inc. ($4.28M).Learn more on Western Asset High Yield Defined Opportunity Fund's institutional investors.

Which institutional investors have been buying Western Asset High Yield Defined Opportunity Fund's stock?

Of the 41 institutional investors that purchased Western Asset High Yield Defined Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.42M), Huntleigh Advisors Inc. ($644.57K), International Assets Investment Management LLC ($259.53K), City of London Investment Management Co. Ltd. ($227.74K), Shaker Financial Services LLC ($211.12K), Sit Investment Associates Inc. ($125.30K), and Guggenheim Capital LLC ($84.42K).

How much institutional buying is happening at Western Asset High Yield Defined Opportunity Fund?

Institutional investors have bought a total of 2,763,995 shares in the last 24 months. This purchase volume represents approximately $32.78M in transactions.

Which of Western Asset High Yield Defined Opportunity Fund's major shareholders have been selling company stock?

Of the 23 institutional investors that sold Western Asset High Yield Defined Opportunity Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: City of London Investment Management Co. Ltd. ($163.92K), International Assets Investment Management LLC ($131.47K), Hara Capital LLC ($82.69K), Raymond James Financial Inc. ($58.40K), Wells Fargo & Company MN ($37.41K), 1607 Capital Partners LLC ($22.76K), and Punch & Associates Investment Management Inc. ($21.76K).

How much institutional selling is happening at Western Asset High Yield Defined Opportunity Fund?

Institutional investors have sold a total of 642,364 shares in the last 24 months. This volume of shares sold represents approximately $7.59M in transactions.


Related Companies

This page (NYSE:HYI) was last updated on 7/5/2025 by MarketBeat.com Staff
From Our Partners
Banks aren’t ready for this altcoin—are you?
Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...
Crypto 101 Media | Sponsored
A new rule goes live in July — and the banks are quietly cashing in
A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...
American Alternative | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Post-Halving = Profit Season (Here’s How to Win It)
It happens like clockwork. Every four years, the crypto market enters a new phase — and for those who know how...
Crypto Swap Profits | Sponsored
Trump’s New Order Could Boost Social Security Benefits by 400%
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
The #1 AI Energy Stock
Nearly $600 billion is projected to be spent on AI data centers this year. That's because the ones being bu...
Weiss Ratings | Sponsored
White House to reset Social Security?
Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...
Altimetry | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored