SIA
HYI

Sit Investment Associates’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Sit Investment Associates’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
-1,502,176
Closed -$18M – 530
2025
Q2 		$18M Buy
1,502,176
+31,715
+2% +$371K 0.38% 61
2025
Q1 		$17.4M Sell
1,470,461
-18,468
-1% -$222K 0.41% 69
2024
Q4 		$17.6M Hold
1,488,929
– – 0.4% 68
2024
Q3 		$18.4M Buy
1,488,929
+32,124
+2% +$384K 0.41% 69
2024
Q2 		$16.9M Sell
1,456,805
-43,849
-3% -$510K 0.39% 76
2024
Q1 		$17.9M Sell
1,500,654
-281,021
-16% -$3.39M 0.41% 71
2023
Q4 		$21.5M Buy
1,781,675
+180,936
+11% +$2.08M 0.53% 49
2023
Q3 		$18.4M Buy
1,600,739
+1,113,173
+228% +$13M 0.5% 54
2023
Q2 		$5.73M Buy
487,566
+125,302
+35% +$1.46M 0.15% 178
2023
Q1 		$4.34M Buy
362,264
+236,309
+188% +$2.9M 0.12% 204
2022
Q4 		$1.57M Buy
+125,955
New +$1.51M 0.04% 310
2022
Q3 		– Sell
-7,200
Closed -$88K – 525
2022
Q2 		$88K Buy
+7,200
New +$92.8K ﹤0.01% 483
2022
Q1 		– Sell
-23,099
Closed -$364K – 520
2021
Q4 		$364K Buy
+23,099
New +$360K 0.01% 437
2021
Q3 		– Sell
-21,672
Closed -$340K – 499
2021
Q2 		$340K Hold
21,672
– – 0.01% 433
2021
Q1 		$334K Sell
21,672
-55,530
-72% -$849K 0.01% 425
2020
Q4 		$1.19M Buy
77,202
+52,519
+213% +$775K 0.03% 343
2020
Q3 		$346K Buy
+24,683
New +$354K 0.01% 406
2019
Q3 		– Sell
-10,000
Closed -$150K – 535
2019
Q2 		$150K Hold
10,000
– – ﹤0.01% 478
2019
Q1 		$148K Buy
+10,000
New +$143K ﹤0.01% 478
2018
Q2 		– Sell
-113,468
Closed -$1.66M – 548
2018
Q1 		$1.66M Sell
113,468
-38,877
-26% -$579K 0.04% 306
2017
Q4 		$2.3M Buy
152,345
+16,055
+12% +$246K 0.05% 276
2017
Q3 		$2.12M Buy
136,290
+33,676
+33% +$520K 0.05% 274
2017
Q2 		$1.57M Sell
102,614
-25,000
-20% -$387K 0.04% 307
2017
Q1 		$1.96M Buy
127,614
+4,000
+3% +$61K 0.05% 284
2016
Q4 		$1.86M Buy
+123,614
New +$1.85M 0.05% 265

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

Sit Investment Associates's HYI Position: Q3 2025 in Review

Sit Investment Associates sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 1,502,176 shares — an estimated $18M sold.

Sit Investment Associates first reported a position in HYI in Q4 2016 and held it in 25 quarters. The position peaked at $21.5M in Q4 2023. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

  • Sit Investment Associates reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Sit Investment Associates sold 1,502,176 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $18M.
  • Sit Investment Associates first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2016 and held it in 25 quarters.
  • Sit Investment Associates's Western Asset High Yield Opportunity Fund Inc position peaked at $21.5M in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on Sit Investment Associates's 13F filing for Q3 2025, filed 13 Nov 2025.