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

Western Asset High Yield Defined Opportunity Fund logo
$11.94 +0.01 (+0.08%)
As of 12:09 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$9.17M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$6.67M
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HYI Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

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%
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%
11/13/2023TFB Advisors LLC107,454$1.24M1.5%-5.3%0.000%
11/13/2023Bramshill Investments LLC945,510$10.86M1.3%-58.3%0.000%
11/9/2023City of London Investment Management Co. Ltd.227,736$2.62M0.2%+124.1%0.000%
11/2/2023Shaker Financial Services LLC91,261$1.06M0.5%N/A0.000%
10/30/2023Private Management Group Inc.142,843$1.64M0.1%-1.6%0.000%
10/26/2023Punch & Associates Investment Management Inc.911,743$10.48M0.7%+3.9%0.000%
10/25/2023E&G Advisors LP121,022$1.39M0.5%-2.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.513,203$5.90M0.0%-1.2%0.000%
10/24/2023Raymond James & Associates124,464$1.43M0.0%-9.5%0.000%
10/23/2023Commonwealth Equity Services LLC14,473$166K0.0%-7.3%0.000%
10/20/2023Camelot Portfolios LLC57,462$660K0.6%-22.8%0.000%
10/16/2023Capital Investment Advisors LLC166,305$1.91M0.1%-3.6%0.000%
8/11/2023City of London Investment Management Co. Ltd.101,625$1.19M0.1%N/A0.000%
8/11/2023Weiss Asset Management LP20,829$245K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC267,080$3.14M0.0%+7.4%0.000%
8/10/2023Sit Investment Associates Inc.487,566$5.73M0.1%+34.6%0.000%
7/31/2023LPL Financial LLC46,847$550K0.0%+11.2%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.519,220$6.10M0.0%-1.8%0.000%
7/25/2023Raymond James & Associates137,469$1.62M0.0%-1.4%0.000%
7/25/2023Camelot Portfolios LLC74,405$874K0.5%+11.9%0.000%
7/21/2023E&G Advisors LP123,922$1.46M0.5%-1.1%0.000%
7/20/2023International Assets Investment Management LLC12,981$153K0.0%+11.8%0.000%
7/20/2023Csenge Advisory Group13,220$155K0.0%-9.0%0.000%
7/20/2023Uncommon Cents Investing LLC310,780$3.65M1.3%-0.6%0.000%
7/18/2023TFB Advisors LLC113,503$1.33M0.6%+4.5%0.000%
7/11/2023Capital Investment Advisors LLC172,583$2.03M0.1%-3.0%0.000%
5/11/2023Consolidated Portfolio Review Corp37,514$449K0.1%N/A0.000%
5/11/2023Bramshill Investments LLC2,255,665$27.02M3.2%-0.3%0.000%
5/11/2023Guggenheim Capital LLC248,584$2.98M0.0%+29.0%0.000%
5/8/2023Private Management Group Inc.148,676$1.78M0.1%-1.2%0.000%
4/20/2023Camelot Portfolios LLC66,483$796K0.6%+12.2%0.000%
4/17/2023E&G Advisors LP125,322$1.50M0.5%-2.8%0.000%
4/14/2023Uncommon Cents Investing LLC312,530$3.74M1.4%-1.2%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.528,584$6.33M0.0%+22.9%0.000%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

4/11/2023RVW Wealth LLC19,500$234K0.0%N/A0.000%
4/10/2023TFB Advisors LLC108,630$1.30M1.0%+7.1%0.000%
4/10/2023Capital Investment Advisors LLC177,973$2.13M0.1%-6.0%0.000%
2/10/2023City of London Investment Management Co. Ltd.103,324$1.29M0.1%+18.6%0.000%
2/10/2023Sit Investment Associates Inc.125,955$1.57M0.0%N/A0.000%
2/9/2023Chicago Partners Investment Group LLC11,641$146K0.0%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.430,218$5.37M0.0%-3.9%0.000%
2/8/2023Raymond James & Associates138,573$1.73M0.0%-10.6%0.000%
2/7/2023Commonwealth Equity Services LLC16,581$206K0.0%-5.6%0.000%
2/3/2023Private Management Group Inc.150,506$1.88M0.1%+49.4%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, 45 institutional investors and hedge funds held shares of Western Asset High Yield Defined Opportunity Fund. The most heavily invested institutionals were Bramshill Investments LLC ($10.86M), Punch & Associates Investment Management Inc. ($10.48M), Raymond James Financial Services Advisors Inc. ($5.97M), Sit Investment Associates Inc. ($5.73M), Uncommon Cents Investing LLC ($3.65M), Guggenheim Capital LLC ($3.14M), and GraniteShares Advisors LLC ($2.34M).Learn more on HYI's institutional investors.

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

Of the 33 institutional investors that purchased Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($271.16K), Sit Investment Associates Inc. ($251.26K), City of London Investment Management Co. Ltd. ($243.90K), Shaker Financial Services LLC ($194.18K), Raymond James Financial Services Advisors Inc. ($100.34K), Consolidated Portfolio Review Corp ($74.88K), and Guggenheim Capital LLC ($74.36K).

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

Institutional investors have bought a total of 1,783,389 shares in the last 24 months. This purchase volume represents approximately $21.37M in transactions.

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

Of the 25 institutional investors that sold Western Asset High Yield Defined Opportunity Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bramshill Investments LLC ($1.33M), City of London Investment Management Co. Ltd. ($213.19K), International Assets Investment Management LLC ($131.47K), Hara Capital LLC ($53.95K), Camelot Portfolios LLC ($51.56K), Raymond James Financial Services Advisors Inc. ($49.30K), and Capital Investment Advisors LLC ($48.31K).

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

Institutional investors have sold a total of 2,059,712 shares in the last 24 months. This volume of shares sold represents approximately $23.97M in transactions.



This page (NYSE:HYI) was last updated on 1/8/2025 by MarketBeat.com Staff
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