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

Western Asset High Yield Defined Opportunity Fund logo
$12.06 -0.13 (-1.03%)
As of 02/21/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Western Asset High Yield Defined Opportunity Fund (NYSE:HYI)

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$24.93M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.02M
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HYI Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 Elequin Capital LP4,475$53K0.0%N/A0.000%
2/17/2025 Cetera Investment Advisers14,167$167K0.0%+9.3%0.000%
2/17/2025 Almitas Capital LLC64,498$762K0.2%N/A0.000%
2/14/2025 Kovitz Investment Group Partners LLC44,285$523K0.0%-25.0%0.000%
2/14/2025 Stifel Financial Corp40,850$483K0.0%-13.7%0.000%
2/14/2025 Shaker Financial Services LLC161,521$1.91M0.7%+11.7%0.000%
2/13/2025 1607 Capital Partners LLC70,828$837K0.1%-24.3%0.000%
2/13/2025 Guggenheim Capital LLC446,425$5.28M0.0%+17.3%0.000%
2/13/2025 Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/13/2025 Invesco Ltd.69,646$823K0.0%+57.1%0.000%
2/13/2025 Wells Fargo & Company MN310,279$3.67M0.0%-10.8%0.000%
2/12/2025 Everstar Asset Management LLC51,405$608K0.4%-5.7%0.000%
2/11/2025 LPL Financial LLC26,441$313K0.0%-10.3%0.000%
2/6/2025 Raymond James Financial Inc.709,971$8.39M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC73,596$870K0.0%+3.2%0.000%
2/6/2025 Jones Financial Companies Lllp12,580$149K0.0%+151.3%0.000%
2/3/2025 Camelot Portfolios LLC47,227$558K0.6%-6.6%0.000%
2/3/2025 Concurrent Investment Advisors LLC15,138$179K0.0%+25.7%0.000%
1/31/2025 Hara Capital LLC123,446$1.46M0.9%-2.6%0.000%
1/27/2025 Consolidated Portfolio Review Corp73,857$873K0.1%+1.7%0.000%
1/24/2025 E&G Advisors LP78,310$926K0.3%-8.8%0.000%
1/23/2025 RVW Wealth LLC27,623$327K0.0%+41.7%0.000%
1/17/2025 Avior Wealth Management LLC5,500$65K0.0%N/A0.000%
1/16/2025 Uncommon Cents Investing LLC298,700$3.53M1.1%-0.9%0.000%
1/16/2025 Gilman Hill Asset Management LLC18,375$217K0.0%-25.9%0.000%
1/13/2025 Capital Investment Advisors LLC125,949$1.49M0.0%-5.0%0.000%
1/8/2025 International Assets Investment Management LLC11,553$137K0.0%-91.9%0.000%
11/25/2024 Sanctuary Advisors LLC13,202$161K0.0%-15.4%0.000%
11/15/2024 Kovitz Investment Group Partners LLC59,023$707K0.0%N/A0.000%
11/15/2024 Stifel Financial Corp47,350$586K0.0%-9.2%0.000%
10/31/2024 Hara Capital LLC126,797$1.57M1.0%-29.8%0.000%
10/31/2024 Shaker Financial Services LLC144,578$1.81M0.7%+31.9%0.000%
10/24/2024 Consolidated Portfolio Review Corp72,636$899K0.2%+1.2%0.000%
10/22/2024 International Assets Investment Management LLC143,026$1.77M0.0%+1,138.0%0.000%
10/18/2024 Capital Investment Advisors LLC132,533$1.64M0.0%-2.8%0.000%
10/10/2024 Gilman Hill Asset Management LLC24,800$307K0.1%+20.0%0.000%
10/8/2024 Future Financial Wealth Managment LLC6,400$79K0.1%N/A0.000%
10/4/2024 MRA Advisory Group10,998$136K0.1%N/A0.000%
9/5/2024 Sanctuary Advisors LLC15,604$180K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.10,945$128K0.0%N/A0.000%
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8/9/2024 City of London Investment Management Co. Ltd.14,544$169K0.0%-91.9%0.000%
8/6/2024 Private Management Group Inc.136,644$1.59M0.1%-1.6%0.000%
8/3/2024 Shaker Financial Services LLC109,635$1.29M0.5%+163.2%0.000%
8/2/2024 Wolverine Asset Management LLC8,158$95K0.0%N/A0.000%
8/1/2024 Consolidated Portfolio Review Corp71,800$833K0.2%+103.6%0.000%
7/31/2024 Concurrent Investment Advisors LLC12,619$146K0.0%-12.4%0.000%
7/29/2024 Hara Capital LLC180,743$2.10M1.3%+17.4%0.000%
7/19/2024Raymond James & Associates138,342$1.61M0.0%+7.2%0.000%
7/19/2024 E&G Advisors LP86,002$998K0.3%-1.4%0.000%
7/12/2024 Gilman Hill Asset Management LLC20,675$240K0.0%-37.7%0.000%
7/12/2024 Capital Investment Advisors LLC136,322$1.58M0.0%-1.4%0.000%
5/11/2024 Catalytic Wealth RIA LLC15,695$188K0.0%+27.6%0.000%
5/10/2024 City of London Investment Management Co. Ltd.178,462$2.13M0.2%-21.6%0.000%
5/10/2024 Prevail Innovative Wealth Advisors LLC20,637$247K0.1%+6.8%0.000%
5/9/2024 Private Management Group Inc.138,838$1.66M0.1%-2.4%0.000%
5/9/2024 Camelot Portfolios LLC57,417$687K0.7%-37.6%0.000%
5/7/2024 Concurrent Investment Advisors LLC14,405$172K0.0%-17.3%0.000%
5/7/2024 Stonebrook Private Inc.10,828$130K0.0%-15.1%0.000%
4/30/2024 Consolidated 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%
4/22/2024 PFG Investments LLC35,273$422K0.0%N/A0.000%
4/19/2024 Uncommon Cents Investing LLC304,855$3.65M1.1%-0.4%0.000%
4/15/2024 Future Financial Wealth Managment LLC6,900$83K0.1%N/A0.000%
4/12/2024 Gilman Hill Asset Management LLC33,175$397K0.1%+8.1%0.000%
2/13/2024 Prevail Innovative Wealth Advisors LLC19,316$234K0.1%N/A0.000%
2/12/2024Relative Value Partners Group LLC53,862$651K0.0%N/A0.000%
2/12/2024 Catalytic Wealth RIA LLC12,302$149K0.1%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC66,894$809K0.0%+3.3%0.000%
2/7/2024 Shaker Financial Services LLC81,934$991K0.4%-10.2%0.000%
2/5/2024 Stonebrook Private Inc.12,759$154K0.1%N/A0.000%
1/30/2024 SFI Advisors LLC24,535$297K0.3%N/A0.000%
1/29/2024 Consolidated Portfolio Review Corp37,593$454K0.1%-2.8%0.000%
1/25/2024 E&G Advisors LP87,552$1.06M0.4%-27.7%0.000%
1/24/2024 International Assets Investment Management LLC139,676$1.69M0.0%+976.0%0.000%
1/23/2024 Camelot Portfolios LLC92,036$1.11M0.7%+60.2%0.000%
1/18/2024 TFB Advisors LLC93,707$1.13M0.6%-12.8%0.000%
1/18/2024 Uncommon 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%
1/5/2024 Capital Investment Advisors LLC146,730$1.77M0.0%-11.8%0.000%
11/15/2023 Evergreen Capital Management LLC11,375$132K0.0%-25.0%0.000%
11/15/2023 1607 Capital Partners LLC135,571$1.56M0.1%+3.3%0.000%
11/13/2023 TFB Advisors LLC107,454$1.24M1.5%-5.3%0.000%
11/13/2023 Bramshill Investments LLC945,510$10.86M1.3%-58.3%0.000%
11/9/2023 City of London Investment Management Co. Ltd.227,736$2.62M0.2%+124.1%0.000%
11/2/2023 Shaker Financial Services LLC91,261$1.06M0.5%N/A0.000%
10/30/2023 Private Management Group Inc.142,843$1.64M0.1%-1.6%0.000%
10/26/2023 Punch & Associates Investment Management Inc.911,743$10.48M0.7%+3.9%0.000%
10/25/2023 E&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%
DOGE To DO List (Ad)

Elon's found so much waste he's now claiming "the magnitude of the fraud in federal entitlements" is greater than "the combined sum of every private scam you've ever heard by FAR"... And while this is disturbing and even infuriating to see our tax money literally wasted... there IS a solution. I believe it's Elon's ultimate end game.

I'll walk you through it here.
10/24/2023Raymond James & Associates124,464$1.43M0.0%-9.5%0.000%
10/23/2023 Commonwealth Equity Services LLC14,473$166K0.0%-7.3%0.000%
10/20/2023 Camelot Portfolios LLC57,462$660K0.6%-22.8%0.000%
10/16/2023 Capital Investment Advisors LLC166,305$1.91M0.1%-3.6%0.000%
8/11/2023 City of London Investment Management Co. Ltd.101,625$1.19M0.1%N/A0.000%
8/11/2023 Weiss Asset Management LP20,829$245K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC267,080$3.14M0.0%+7.4%0.000%
8/10/2023 Sit Investment Associates Inc.487,566$5.73M0.1%+34.6%0.000%
7/31/2023 LPL 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%
(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, 49 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 Inc. ($8.39M), Raymond James Financial Services Advisors Inc. ($5.97M), Sit Investment Associates Inc. ($5.73M), Guggenheim Capital LLC ($5.28M), and Wells Fargo & Company MN ($3.67M).Learn more on HYI's institutional investors.

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

Of the 38 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: Raymond James Financial Inc. ($1.42M), International Assets Investment Management LLC ($259.53K), City of London Investment Management Co. Ltd. ($227.74K), Shaker Financial Services LLC ($211.12K), Guggenheim Capital LLC ($140.28K), Sit Investment Associates Inc. ($125.30K), and Raymond James Financial Services Advisors Inc. ($100.34K).

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

Institutional investors have bought a total of 3,153,218 shares in the last 24 months. This purchase volume represents approximately $37.39M in transactions.

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

Of the 27 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 ($57.30K), Capital Investment Advisors LLC ($54.90K), Camelot Portfolios LLC ($54.88K), and E&G Advisors LP ($50.26K).

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

Institutional investors have sold a total of 2,125,655 shares in the last 24 months. This volume of shares sold represents approximately $24.71M in transactions.


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This page (NYSE:HYI) was last updated on 2/24/2025 by MarketBeat.com Staff
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