WESTERN ASSET HIGH YIELD DEF (HYI) Top Institutional Shareholders
WESTERN ASSET HIGH YIELD DEF (HYI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $38.13M in HYI holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of HYI tracked by InsiderSet, reporting ownership valued at approximately $5.63M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $5.59M, representing an estimated loss of -0.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed HYI value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Guggenheim Capital Llc, Uncommon Cents Investing Llc, and several other long-term asset managers with concentrated positions in WESTERN ASSET HIGH YIELD DEF (HYI).
This page ranks the largest institutional HYI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
45
Total Reported Value
$38.13M
Largest Holder
Raymond James Financial Inc
Largest Position
$5.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
52
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 526,763 | $5,625,837 | $5,588,955 | -$36,882 | -0.66% | |
| Guggenheim Capital Llc | 0.03% | 399,078 | $4,262,153 | $4,234,218 | -$27,935 | -0.66% | |
| Uncommon Cents Investing Llc | 0.73% | 295,495 | $3,155,887 | $3,135,202 | -$20,685 | -0.66% | |
| Shaker Financial Services, Llc | 1.02% | 273,559 | $2,921,611 | $2,902,461 | -$19,150 | -0.66% | |
| Absolute Investment Advisers, Llc | 0.31% | 245,966 | $2,626,917 | $2,609,699 | -$17,218 | -0.66% | |
| Wolverine Asset Management Llc | 0.04% | 236,872 | $2,529,793 | $2,513,212 | -$16,581 | -0.66% | |
| 1607 Capital Partners, Llc | 0.15% | 190,284 | $2,032,233 | $2,018,913 | -$13,320 | -0.66% | |
| Rockefeller Capital Management L.P. | 0.00% | 173,763 | $1,855,799 | $1,843,625 | -$12,174 | -0.66% | |
| Morgan Stanley | 0.00% | 116,595 | $1,245,244 | $1,237,073 | -$8,171 | -0.66% | |
| Quarry Lp | 0.21% | 98,077 | $1,047,463 | $1,040,597 | -$6,866 | -0.66% | |
| Wells Fargo & Company/Mn | 0.00% | 92,463 | $987,504 | $981,032 | -$6,472 | -0.66% | |
| Capital Investment Advisors, Llc | 0.02% | 90,745 | $969,154 | $962,804 | -$6,350 | -0.66% | |
| Logan Stone Capital, Llc | 0.27% | 90,273 | $964,116 | $957,797 | -$6,319 | -0.66% | |
| Tfb Advisors Llc | 0.47% | 83,538 | $892,186 | $886,338 | -$5,848 | -0.66% | |
| Citadel Advisors Llc | 0.00% | 74,540 | $796,087 | $790,869 | -$5,218 | -0.66% | |
| E&G Advisors, Lp | 0.15% | 63,221 | $675,200 | $670,775 | -$4,425 | -0.66% | |
| Invesco Ltd. | 0.00% | 56,886 | $607,542 | $603,560 | -$3,982 | -0.66% | |
| Everstar Asset Management, Llc | 0.25% | 44,105 | $471,041 | $467,954 | -$3,087 | -0.66% | |
| Jones Financial Companies Lllp | 0.00% | 43,329 | $454,091 | $459,721 | +$5,630 | +1.24% | |
| Lpl Financial Llc | 0.00% | 38,720 | $413,528 | $410,819 | -$2,709 | -0.66% | |
| Readystate Asset Management Lp | 0.02% | 37,210 | $397,403 | $394,798 | -$2,605 | -0.66% | |
| Ionic Capital Management Llc | 0.32% | 35,698 | $381,255 | $378,756 | -$2,499 | -0.66% | |
| Bank Of America Corp | 0.00% | 33,611 | $358,967 | $356,613 | -$2,354 | -0.66% | |
| Rvw Wealth, Llc | 0.02% | 27,623 | $295,014 | $293,080 | -$1,934 | -0.66% | |
| Calamos Advisors Llc | 0.00% | 26,332 | $281,226 | $279,383 | -$1,843 | -0.66% | |
| Huntleigh Advisors, Inc. | 0.04% | 21,297 | $227,456 | $225,961 | -$1,495 | -0.66% | |
| Osaic Holdings, Inc. | 0.00% | 17,881 | $190,968 | $189,717 | -$1,251 | -0.65% | |
| Cetera Investment Advisers | 0.00% | 15,805 | $168,792 | $167,691 | -$1,101 | -0.65% | |
| Nomura Holdings Inc | 0.00% | 14,445 | $154,273 | $153,261 | -$1,012 | -0.66% | |
| Mra Advisory Group | 0.06% | 12,914 | $137,924 | $137,018 | -$906 | -0.66% | |
| Private Management Group Inc | 0.00% | 12,110 | $129,335 | $128,487 | -$848 | -0.66% | |
| Ubs Group Ag | 0.00% | 11,723 | $125,202 | $124,381 | -$821 | -0.66% | |
| Savvy Advisors, Inc. | 0.00% | 10,463 | $111,745 | $111,012 | -$733 | -0.66% | |
| Hara Capital Llc | 0.06% | 10,400 | $111,072 | $110,344 | -$728 | -0.66% | |
| Kanen Wealth Management Llc | 0.04% | 10,000 | $106,800 | $106,100 | -$700 | -0.66% | |
| International Assets Investment Management, Llc | 0.01% | 9,155 | $98,050 | $97,135 | -$915 | -0.93% | |
| Fifth Third Bancorp | 0.00% | 7,232 | $77,238 | $76,732 | -$506 | -0.66% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 7,196 | $76,853 | $76,350 | -$503 | -0.66% | |
| Royal Bank Of Canada | 0.00% | 6,073 | $65,000 | $64,435 | -$565 | -0.87% | |
| Advisory Services Network, Llc | 0.00% | 3,603 | $38,485 | $38,228 | -$257 | -0.67% | |
| Private Trust Co Na | 0.00% | 2,959 | $31,602 | $31,395 | -$207 | -0.66% | |
| Quest 10 Wealth Builders, Inc. | 0.03% | 2,929 | $31,286 | $31,077 | -$209 | -0.67% | |
| Highline Wealth Partners Llc | 0.00% | 250 | $2,670 | $2,653 | -$18 | -0.66% | |
| Osbon Capital Management Llc | 0.00% | 141 | $1,506 | $1,496 | -$10 | -0.66% | |
| Hrt Financial Lp | 0.00% | 13,454 | $143 | $142,747 | +$142,604 | +99723.03% |
Frequently asked questions about HYI
Who owns the most HYI stock?
The largest holders of HYI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WESTERN ASSET HIGH YIELD DEF (HYI).
Is HYI widely held by superinvestors?
Many widely followed stocks like HYI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly HYI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.