ECM
HYI

Evergreen Capital Management’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Evergreen Capital Management’s Portfolio HYI Stock Details HYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,400
Closed -$126K – 1339
2025
Q2 		$126K Hold
10,400
– – ﹤0.01% 1081
2025
Q1 		$124K Sell
10,400
-975
-9% -$11.7K ﹤0.01% 1049
2024
Q4 		$134K Hold
11,375
– – ﹤0.01% 1030
2024
Q3 		$142K Hold
11,375
– – ﹤0.01% 969
2024
Q2 		$133K Hold
11,375
– – ﹤0.01% 898
2024
Q1 		$137K Hold
11,375
– – 0.01% 823
2023
Q4 		$138K Hold
11,375
– – 0.01% 806
2023
Q3 		$132K Sell
11,375
-3,800
-25% -$44.4K 0.01% 744
2023
Q2 		$180K Sell
15,175
-375
-2% -$4.36K 0.01% 742
2023
Q1 		$188K Hold
15,550
– – 0.01% 660
2022
Q4 		$194K Sell
15,550
-275
-2% -$3.29K 0.01% 623
2022
Q3 		$179K Buy
15,825
+375
+2% +$4.64K 0.01% 576
2022
Q2 		$190K Sell
15,450
-830
-5% -$10.7K 0.01% 531
2022
Q1 		$226K Sell
16,280
-170
-1% -$2.43K 0.01% 574
2021
Q4 		$259K Hold
16,450
– – 0.01% 512
2021
Q3 		$262K Buy
16,450
+625
+4% +$9.82K 0.01% 476
2021
Q2 		$248K Buy
15,825
+350
+2% +$5.4K 0.01% 459
2021
Q1 		$239K Buy
15,475
+150
+1% +$2.29K 0.01% 439
2020
Q4 		$236K Buy
+15,325
New +$226K 0.01% 387

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $191M AUM 18.47% 1-Year Est. Return

Evergreen Capital Management's HYI Position: Q3 2025 in Review

Evergreen Capital Management sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 10,400 shares — an estimated $126K sold.

Evergreen Capital Management first reported a position in HYI in Q4 2020 and held it in 19 quarters. The position peaked at $262K in Q3 2021. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

  • Evergreen Capital Management reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 10,400 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $126K.
  • Evergreen Capital Management first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2020 and held it in 19 quarters.
  • Evergreen Capital Management's Western Asset High Yield Opportunity Fund Inc position peaked at $262K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.