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Disclosery

HYI WESTERN ASSET HIGH YIELD OPP

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COM (fund), issuer CIK 1497186

45 managers (45 13F filers) reported a position in HYI shares at 2026-03-31, 3,584,776 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
45
13F filers
45
New
6
Added
17
Reduced
15
Sold out
5
Shares held by filers
3,584,776

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC526,763$5.63M<0.01%+10,97313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC399,078$4.26M0.03%-30,08813F-HRTimelineGroup
Uncommon Cents Investing LLC295,495$3.16M0.73%+4,84513F-HRTimeline
Shaker Financial Services, LLC273,559$2.92M1.02%+42,36513F-HRTimeline
ABSOLUTE INVESTMENT ADVISERS, LLC245,966$2.63M0.31%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC236,872$2.53M0.04%+34,91913F-HRTimelineGroup
1607 Capital Partners, LLC190,284$2.03M0.15%+138,48913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…173,763$1.86M<0.01%+10,75013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY116,595$1.25M<0.01%-12,94813F-HRTimelineGroup
Quarry LP98,077$1.05M0.21%+1,71013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN92,463$988K<0.01%-7,66413F-HR/ATimelineGroup
Capital Investment Advisors, LLC90,745$969K0.01%-16,64713F-HR/ATimeline
Logan Stone Capital, LLC90,273$964K0.27%-3,71713F-HRTimeline
TFB Advisors LLC83,538$892K0.47%-7,78413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,540$796K<0.01%+30,79513F-HRTimelineGroup
E&G Advisors, LLC63,221$675K0.15%-3,55213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.56,886$608K<0.01%-81413F-HRTimelineGroup
Everstar Asset Management, LLC44,105$471K0.25%-1,80013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP43,329$454K<0.01%+21,55013F-HRTimelineGroup
LPL Financial LLC38,720$414K<0.01%+3813F-HRTimeline
READYSTATE ASSET MANAGEMENT LP37,210$397K0.02%-28,67213F-HRTimeline
Ionic Capital Management LLC35,698$381K0.32%+16,58513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,611$359K<0.01%+1,63513F-HRTimelineGroup
RVW Wealth, LLC27,623$295K0.02%013F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC26,332$281K<0.01%+3,13513F-HRTimelineGroup
Huntleigh Advisors, Inc.21,297$227K0.04%-1,03213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,881$191K<0.01%-4,72913F-HRTimelineGroup
Cetera Investment Advisers15,805$169K<0.01%+3713F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD14,445$154K<0.01%-4,52513F-HRTimelineGroup
HRT FINANCIAL LP13,454$143K<0.01%new13F-HRTimeline
MRA Advisory Group12,914$138K0.06%+15813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC12,110$129K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG11,723$125K<0.01%-16,00413F-HRTimelineGroup
Savvy Advisors, Inc.10,463$112K<0.01%-4,18013F-HRTimeline
Hara Capital LLC10,400$111K0.06%new13F-HRTimeline
Kanen Wealth Management LLC10,000$107K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,155$98K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,232$77.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,196$76.9K<0.01%+6,16513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,073$65K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC3,603$38.5K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA2,959$31.6K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,929$31.3K0.03%+7513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC250$2.67K<0.01%013F-HRTimeline
Osbon Capital Management LLC141$1.51K<0.01%new13F-HRTimeline