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

Western Asset High Yield Defined Opportunity Fund logo
$10.60 -0.02 (-0.19%)
As of 10:15 AM 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)
30
Total
Institutional Inflows
(last 12 months)
$17.89M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$9.27M
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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
5/19/2026 Bank of America Corp DE33,611$359K0.0%+5.1%0.000%
5/18/2026 Readystate Asset Management LP37,210$397K0.0%-43.5%0.000%
5/4/2026 Calamos Advisors LLC26,332$281K0.0%+13.5%0.000%
5/1/2026 Fifth Third Bancorp7,232$77K0.0%N/A0.000%
4/17/2026 Everstar Asset Management LLC44,105$471K0.3%-3.9%0.000%
3/13/2026 World Investment Advisors10,423$116K0.0%-12.5%0.000%
2/19/2026 Invesco Ltd.57,700$644K0.0%-21.9%0.000%
2/18/2026 Kanen Wealth Management LLC10,000$112K0.0%N/A0.000%
2/18/2026 Readystate Asset Management LP65,882$735K0.0%+120.6%0.000%
2/18/2026 Ionic Capital Management LLC19,113$213K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC51,795$578K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC429,166$4.79M0.0%+6.1%0.000%
2/17/2026 Osaic Holdings Inc.22,610$252K0.0%-17.1%0.000%
2/17/2026 Royal Bank of Canada6,073$68K0.0%+55.7%0.000%
2/16/2026 Landscape Capital Management L.L.C.14,210$159K0.0%N/A0.000%
2/13/2026 Quarry LP96,367$1.08M0.2%N/A0.000%
2/13/2026 Wells Fargo & Company MN100,127$1.12M0.0%-16.0%0.000%
2/12/2026 Marex Group plc16,268$182K0.0%N/A0.000%
2/11/2026 LPL Financial LLC38,682$432K0.0%+17.7%0.000%
2/4/2026 World Investment Advisors10,423$116K0.0%-12.5%0.000%
2/3/2026 International Assets Investment Management LLC9,155$102K0.0%-20.8%0.000%
2/2/2026 Wolverine Asset Management LLC201,953$2.25M0.0%+760.0%0.000%
1/29/2026 Huntleigh Advisors Inc.22,329$249K0.0%-93.2%0.000%
1/29/2026 Calamos Advisors LLC23,197$259K0.0%N/A0.000%
1/28/2026 Absolute Investment Advisers LLC245,966$2.74M0.3%N/A0.000%
1/26/2026 Shaker Financial Services LLC231,194$2.58M0.8%+452.8%0.000%
1/23/2026 E&G Advisors LP66,773$745K0.2%-9.5%0.000%
1/20/2026 Savvy Advisors Inc.14,643$163K0.0%N/A0.000%
1/15/2026 Uncommon Cents Investing LLC290,650$3.24M0.8%+0.9%0.000%
1/13/2026 Capital Investment Advisors LLC107,392$1.20M0.0%-6.7%0.000%
11/18/2025 Advisory Services Network LLC6,253$73K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE21,764$255K0.0%-45.0%0.000%
11/14/2025 Raymond James Financial Inc.533,445$6.25M0.0%-6.0%0.000%
11/12/2025 Consolidated Portfolio Review Corp64,628$757K0.1%-4.1%0.000%
11/7/2025 Readystate Asset Management LP29,861$350K0.0%+76.5%0.000%
11/7/2025 MRA Advisory Group12,558$147K0.1%+8.2%0.000%
11/4/2025 Jones Financial Companies Lllp15,288$179K0.0%+10.4%0.000%
10/30/2025 Huntleigh Advisors Inc.328,429$3.85M0.7%-13.8%0.000%
10/28/2025 Wolverine Asset Management LLC23,483$275K0.0%+3,743.4%0.000%
10/23/2025 Capital Investment Advisors LLC115,163$1.35M0.0%-6.1%0.000%
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10/22/2025 Shaker Financial Services LLC41,825$493K0.2%+6.7%0.000%
10/16/2025 Uncommon Cents Investing LLC288,200$3.38M0.8%-0.8%0.000%
10/15/2025 World Investment Advisors11,910$139K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.20,792$249K0.0%+65.0%0.000%
8/15/2025 Hara Capital LLC81,423$975K0.6%-19.7%0.000%
8/15/2025 Bank of America Corp DE39,569$474K0.0%+9.9%0.000%
8/14/2025 Jane Street Group LLC198,577$2.38M0.0%+1,033.4%0.000%
8/14/2025 Raymond James Financial Inc.567,216$6.80M0.0%-12.9%0.000%
8/13/2025 Guggenheim Capital LLC428,861$5.14M0.0%-10.4%0.000%
8/13/2025 Invesco Ltd.76,276$914K0.0%+4.7%0.000%
8/13/2025 Everstar Asset Management LLC48,205$577K0.3%-6.2%0.000%
8/13/2025 Icon Advisers Inc. Co.664,463$7.96M1.8%+59.1%0.000%
8/12/2025 Steward Partners Investment Advisory LLC76,584$917K0.0%+2.4%0.000%
8/8/2025 Rockefeller Capital Management L.P.82,663$990K0.0%N/A0.000%
8/8/2025 Cetera Investment Advisers14,094$169K0.0%-15.4%0.000%
8/7/2025 Allworth Financial LP11,000$132K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC39,201$473K0.2%-74.7%0.000%
7/30/2025 TFB Advisors LLC91,322$1.09M0.3%-2.5%0.000%
7/29/2025 Huntleigh Advisors Inc.380,997$4.56M0.9%+5.4%0.000%
7/18/2025 Consolidated Portfolio Review Corp67,422$808K0.1%-3.2%0.000%
7/17/2025 Capital Investment Advisors LLC122,589$1.47M0.0%-2.6%0.000%
7/17/2025 Camelot Portfolios LLC68,870$825K0.5%-3.3%0.000%
7/17/2025 Uncommon Cents Investing LLC290,500$3.48M0.9%-1.0%0.000%
7/14/2025 E&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%
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%
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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%


HYI Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 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 46 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), Shaker Financial Services LLC ($311.86K), Icon Advisers Inc. Co. ($246.85K), Absolute Investment Advisers LLC ($245.97K), Wolverine Asset Management LLC ($209.50K), and Jane Street Group LLC ($198.58K).

Institutional investors have bought a total of 1,559,682 shares in the last 24 months. This purchase volume represents approximately $17.89M in transactions.

Of the 20 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), Raymond James Financial Inc. ($118.12K), Shaker Financial Services LLC ($115.62K), Guggenheim Capital LLC ($49.79K), Readystate Asset Management LP ($28.67K), Hara Capital LLC ($19.98K), and Wells Fargo & Company MN ($19.03K).

Institutional investors have sold a total of 804,773 shares in the last 24 months. This volume of shares sold represents approximately $9.27M in transactions.


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This page (NYSE:HYI) was last updated on 6/3/2026 by MarketBeat.com Staff.
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