SIMG
HYI

Sonora Investment Management Group’s Western Asset High Yield Opportunity Fund Inc HYI Stock Holding History

Sonora Investment Management Group’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
-18,390
Closed -$220K – 312
2025
Q2 		$220K Hold
18,390
– – 0.02% 254
2025
Q1 		$218K Hold
18,390
– – 0.02% 255
2024
Q4 		$217K Hold
18,390
– – 0.02% 255
2024
Q3 		$228K Hold
18,390
– – 0.02% 254
2024
Q2 		$220K Hold
18,390
– – 0.02% 253
2024
Q1 		$220K Hold
18,390
– – 0.02% 254
2023
Q4 		$222K Hold
18,390
– – 0.02% 238
2023
Q3 		$211K Hold
18,390
– – 0.02% 233
2023
Q2 		$216K Hold
18,390
– – 0.02% 241
2023
Q1 		$220K Hold
18,390
– – 0.02% 241
2022
Q4 		$230K Hold
18,390
– – 0.02% 238
2022
Q3 		$224K Hold
18,390
– – 0.03% 181
2022
Q2 		$224K Hold
18,390
– – 0.02% 214
2022
Q1 		$255K Hold
18,390
– – 0.03% 178
2021
Q4 		$290K Buy
+18,390
New +$287K 0.03% 173

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

Sonora Investment Management Group's HYI Position: Q3 2025 in Review

Sonora Investment Management Group sold out of Western Asset High Yield Opportunity Fund Inc (HYI) in Q3 2025, closing a stake of 18,390 shares — an estimated $220K sold.

Sonora Investment Management Group first reported a position in HYI in Q4 2021 and held it in 15 quarters. The position peaked at $290K in Q4 2021. 44 funds tracked by Wall St. Rank hold HYI as of Q3 2025.

  • Sonora Investment Management Group reported no remaining Western Asset High Yield Opportunity Fund Inc position as of Q3 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 18,390 Western Asset High Yield Opportunity Fund Inc shares in Q3 2025, an estimated $220K.
  • Sonora Investment Management Group first reported a position in Western Asset High Yield Opportunity Fund Inc in Q4 2021 and held it in 15 quarters.
  • Sonora Investment Management Group's Western Asset High Yield Opportunity Fund Inc position peaked at $290K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Western Asset High Yield Opportunity Fund Inc as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.