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

Western Asset High Yield Defined Opportunity Fund logo
$9.68 +0.01 (+0.05%)
Closing price 03:59 PM Eastern
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$9.68 0.00 (0.00%)
As of 04:04 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)
24
Total
Institutional Inflows
(last 12 months)
$11.39M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$7.42M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Shaker Financial Services LLC179,344$1.77M0.6%-45.5%0.000%
9/9/2026Integrated Wealth Concepts LLC15,241$162K0.0%N/A0.000%
8/23/2026Readystate Asset Management LP19,417$206K0.0%-47.8%0.000%
8/20/2026Susquehanna International Group LLP11,545$123K0.0%N/A0.000%
8/20/2026Private Management Group Inc.16,623$177K0.0%+37.3%0.000%
5/19/2026Bank of America Corp DE33,611$359K0.0%+5.1%0.000%
5/18/2026Readystate Asset Management LP37,210$397K0.0%-43.5%0.000%
5/4/2026Calamos Advisors LLC26,332$281K0.0%+13.5%0.000%
5/1/2026Fifth Third Bancorp7,232$77K0.0%N/A0.000%
4/17/2026Everstar Asset Management LLC44,105$471K0.3%-3.9%0.000%
3/13/2026World Investment Advisors10,423$116K0.0%-12.5%0.000%
2/19/2026Invesco Ltd.57,700$644K0.0%-21.9%0.000%
2/18/2026Kanen Wealth Management LLC10,000$112K0.0%N/A0.000%
2/18/2026Readystate Asset Management LP65,882$735K0.0%+120.6%0.000%
2/18/2026Ionic Capital Management LLC19,113$213K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC51,795$578K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC429,166$4.79M0.0%+6.1%0.000%
2/17/2026Osaic Holdings Inc.22,610$252K0.0%-17.1%0.000%
2/17/2026Royal Bank of Canada6,073$68K0.0%+55.7%0.000%
2/16/2026Landscape Capital Management L.L.C.14,210$159K0.0%N/A0.000%
2/13/2026Quarry LP96,367$1.08M0.2%N/A0.000%
2/13/2026Wells Fargo & Company MN100,127$1.12M0.0%-16.0%0.000%
2/12/2026Marex Group plc16,268$182K0.0%N/A0.000%
2/11/2026LPL Financial LLC38,682$432K0.0%+17.7%0.000%
2/4/2026World Investment Advisors10,423$116K0.0%-12.5%0.000%
2/3/2026International Assets Investment Management LLC9,155$102K0.0%-20.8%0.000%
2/2/2026Wolverine Asset Management LLC201,953$2.25M0.0%+760.0%0.000%
1/29/2026Huntleigh Advisors Inc.22,329$249K0.0%-93.2%0.000%
1/29/2026Calamos Advisors LLC23,197$259K0.0%N/A0.000%
1/28/2026Absolute Investment Advisers LLC245,966$2.74M0.3%N/A0.000%
1/26/2026Shaker Financial Services LLC231,194$2.58M0.8%+452.8%0.000%
1/23/2026E&G Advisors LP66,773$745K0.2%-9.5%0.000%
1/20/2026Savvy Advisors Inc.14,643$163K0.0%N/A0.000%
1/15/2026Uncommon Cents Investing LLC290,650$3.24M0.8%+0.9%0.000%
1/13/2026Capital Investment Advisors LLC107,392$1.20M0.0%-6.7%0.000%
11/18/2025Advisory Services Network LLC6,253$73K0.0%N/A0.000%
11/17/2025Bank of America Corp DE21,764$255K0.0%-45.0%0.000%
11/14/2025Raymond James Financial Inc.533,445$6.25M0.0%-6.0%0.000%
11/12/2025Consolidated Portfolio Review Corp64,628$757K0.1%-4.1%0.000%
11/7/2025Readystate Asset Management LP29,861$350K0.0%+76.5%0.000%
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11/7/2025MRA Advisory Group12,558$147K0.1%+8.2%0.000%
11/4/2025Jones Financial Companies Lllp15,288$179K0.0%+10.4%0.000%
10/30/2025Huntleigh Advisors Inc.328,429$3.85M0.7%-13.8%0.000%
10/28/2025Wolverine Asset Management LLC23,483$275K0.0%+3,743.4%0.000%
10/23/2025Capital Investment Advisors LLC115,163$1.35M0.0%-6.1%0.000%
10/22/2025Shaker Financial Services LLC41,825$493K0.2%+6.7%0.000%
10/16/2025Uncommon Cents Investing LLC288,200$3.38M0.8%-0.8%0.000%
10/15/2025World Investment Advisors11,910$139K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.20,792$249K0.0%+65.0%0.000%
8/15/2025Hara Capital LLC81,423$975K0.6%-19.7%0.000%
8/15/2025Bank of America Corp DE39,569$474K0.0%+9.9%0.000%
8/14/2025Jane Street Group LLC198,577$2.38M0.0%+1,033.4%0.000%
8/14/2025Raymond James Financial Inc.567,216$6.80M0.0%-12.9%0.000%
8/13/2025Guggenheim Capital LLC428,861$5.14M0.0%-10.4%0.000%
8/13/2025Invesco Ltd.76,276$914K0.0%+4.7%0.000%
8/13/2025Everstar Asset Management LLC48,205$577K0.3%-6.2%0.000%
8/13/2025Icon Advisers Inc. Co.664,463$7.96M1.8%+59.1%0.000%
8/12/2025Steward Partners Investment Advisory LLC76,584$917K0.0%+2.4%0.000%
8/8/2025Rockefeller Capital Management L.P.82,663$990K0.0%N/A0.000%
8/8/2025Cetera Investment Advisers14,094$169K0.0%-15.4%0.000%
8/7/2025Allworth Financial LP11,000$132K0.0%N/A0.000%
8/5/2025Shaker Financial Services LLC39,201$473K0.2%-74.7%0.000%
7/30/2025TFB Advisors LLC91,322$1.09M0.3%-2.5%0.000%
7/29/2025Huntleigh Advisors Inc.380,997$4.56M0.9%+5.4%0.000%
7/18/2025Consolidated Portfolio Review Corp67,422$808K0.1%-3.2%0.000%
7/17/2025Capital Investment Advisors LLC122,589$1.47M0.0%-2.6%0.000%
7/17/2025Camelot Portfolios LLC68,870$825K0.5%-3.3%0.000%
7/17/2025Uncommon Cents Investing LLC290,500$3.48M0.9%-1.0%0.000%
7/14/2025E&G Advisors LP74,410$891K0.2%-3.5%0.000%
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%
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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%


HYI Institutional Ownership - Frequently Asked Questions

During the previous two years, 55 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), Punch & Associates Investment Management Inc. ($9.55M), Icon Advisers Inc. Co. ($7.96M), Raymond James Financial Inc. ($6.25M), Guggenheim Capital LLC ($4.79M), Uncommon Cents Investing LLC ($3.24M), and Absolute Investment Advisers LLC ($2.74M).Learn more on Western Asset High Yield Defined Opportunity Fund's institutional investors.

Of the 43 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. ($664.11K), Icon Advisers Inc. Co. ($246.85K), Absolute Investment Advisers LLC ($245.97K), Shaker Financial Services LLC ($243.88K), Wolverine Asset Management LLC ($201.34K), and Jane Street Group LLC ($198.58K).

Institutional investors have bought a total of 1,020,946 shares in the last 24 months. This purchase volume represents approximately $11.39M in transactions.

Of the 14 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: Huntleigh Advisors Inc. ($358.67K), Shaker Financial Services LLC ($149.74K), Readystate Asset Management LP ($46.47K), Raymond James Financial Inc. ($33.77K), Wells Fargo & Company MN ($19.03K), Bank of America Corp DE ($17.81K), and Invesco Ltd. ($16.20K).

Institutional investors have sold a total of 678,539 shares in the last 24 months. This volume of shares sold represents approximately $7.42M in transactions.


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Institutional ownership data for NYSE:HYI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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