WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
4
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$44M
2
GWI
Grace & White Inc
New York
$1.88M
3
MIG
Mariner Investment Group
New York
$5.67M
4
Invesco
Invesco
Georgia
$10.6M
5
DA
Doliver Advisors
Texas
$1.55M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$26.3M
2
EML
Eos Management LP
New York
$1.44M
3
Morgan Stanley
Morgan Stanley
New York
$5.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.92M
5
KIM
Karpus Investment Management
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
26
KMS Financial Services
Washington
$1.11M +$93.3K +8,050 +9%
LPL Financial
27
LPL Financial
California
$930K +$95.1K +8,139 +11%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$716K +$452K +38,975 +171%
IAS
29
IMA Advisory Services
Colorado
$662K – – –
GC
30
Guggenheim Capital
Illinois
$657K -$129K -11,095 -16%
HighTower Advisors
31
HighTower Advisors
Illinois
$637K -$2.68K -231 -0.4%
LCM
32
Landscape Capital Management
New Jersey
$624K +$70.4K +6,073 +13%
MFS
33
MSI Financial Services
Massachusetts
$623K -$46.3K -3,990 -7%
KAM
34
Knightsbridge Asset Management
California
$442K +$242K +20,860 +121%
SHA
35
Smith Hayes Advisers
Nebraska
$424K – – –
TJHA
36
Thomas J. Herzfeld Advisors
Florida
$407K – – –
V
37
Veritable
Delaware
$368K – – –
CCB
38
Cutter & Co Brokerage
Missouri
$345K +$61.7K +5,314 +22%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$341K – – –
WKWM
40
Walter & Keenan Wealth Management
Indiana
$325K – – –
PR
41
Payden & Rygel
California
$227K – – –
WS
42
Wedbush Securities
California
$212K +$128 +11 +0.1%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$208K -$50.4K -4,353 -19%
US Bancorp
44
US Bancorp
Minnesota
$199K +$182K +15,743 +1,050%
TWM
45
Torch Wealth Management
Ohio
$192K -$69.3K -5,998 -27%
TC
46
TFS Capital
Pennsylvania
$176K +$176K +15,162 New
Goldman Sachs
47
Goldman Sachs
New York
$162K +$162K +14,001 New
CL
48
CSS LLC
Illinois
$145K +$756 +65 +0.5%
CPO
49
Cerity Partners OCIO
New York
$145K +$145K +12,482 New
NPC
50
National Planning Corporation
California
$132K – – –
1
2
3