Kovitz Investment Group Partners
HYI

Kovitz Investment Group Partners’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Kovitz Investment Group Partners’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
-40,820
Closed -$489K – 1444
2025
Q2 		$489K Sell
40,820
-1,599
-4% -$18.7K ﹤0.01% 979
2025
Q1 		$502K Sell
42,419
-1,866
-4% -$22.4K ﹤0.01% 902
2024
Q4 		$523K Sell
44,285
-14,738
-25% -$179K ﹤0.01% 879
2024
Q3 		$707K Buy
+59,023
New +$706K 0.01% 702

Other funds holding HYI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
TA
TFB Advisors Overland Park, Kansas $227M AUM 26.47% 1-Year Est. Return

Kovitz Investment Group Partners's HYI Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 40,820 shares — an estimated $489K sold.

Kovitz Investment Group Partners first reported a position in HYI in Q3 2024 and held it in 4 quarters. The position peaked at $707K in Q3 2024. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 40,820 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $489K.
  • Kovitz Investment Group Partners first reported a position in Western Asset High Yield Opportunity Fund Inc in Q3 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Western Asset High Yield Opportunity Fund Inc position peaked at $707K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.