SA
HYI

SFI Advisors’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

SFI Advisors’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
2024
Q4 		– Sell
-46,006
Closed -$570K – 86
2024
Q3 		$570K Buy
46,006
+5,168
+13% +$61.8K 0.41% 44
2024
Q2 		$474K Buy
40,838
+24,664
+152% +$287K 0.36% 44
2024
Q1 		$193K Sell
16,174
-8,361
-34% -$101K 0.15% 65
2023
Q4 		$297K Buy
+24,535
New +$282K 0.25% 59

Other funds holding HYI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

SFI Advisors's HYI Position: Q4 2024 in Review

SFI Advisors sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q4 2024, closing a stake of 46,006 shares — an estimated $570K sold.

SFI Advisors first reported a position in HYI in Q4 2023 and held it in 4 quarters. The position peaked at $570K in Q3 2024. 55 funds tracked by Wall St. Rank hold HYI as of Q4 2024.

  • SFI Advisors reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q4 2024 after selling out during the quarter.
  • SFI Advisors sold 46,006 Western Asset High Yield Opportunity Fund Inc shares in Q4 2024, an estimated $570K.
  • SFI Advisors first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2023 and held it in 4 quarters.
  • SFI Advisors's Western Asset High Yield Opportunity Fund Inc position peaked at $570K in Q3 2024.
  • 55 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q4 2024.

Based on SFI Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.