WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

64 hedge funds and large institutions have $239M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
Financial & Investment Management Group
Michigan
$39.2M
2
1CP
1607 Capital Partners
Virginia
$45.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.55M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$1.28M
5
CPO
Cerity Partners OCIO
New York
$1.04M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$46.3M
2
AIM
Assured Investment Management
New York
$0
3
CS
Credit Suisse
Switzerland
$1.64M
4
MIG
Mariner Investment Group
New York
$3.54M
5
EML
Eos Management LP
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$809K +$201K +17,744 +33%
LPL Financial
27
LPL Financial
California
$732K -$167K -14,819 -19%
IAS
28
IMA Advisory Services
Colorado
$645K – – –
GC
29
Guggenheim Capital
Illinois
$640K – – –
PIA
30
Peachtree Investment Advisors
Georgia
$624K -$741K -65,565 -54%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$575K -$341K – –
DA
32
Doliver Advisors
Texas
$436K -$1.07M -94,615 -71%
SHA
33
Smith Hayes Advisers
Nebraska
$436K +$22.6K +2,000 +5%
KAM
34
Knightsbridge Asset Management
California
$432K +$1.13K +100 +0.3%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$396K – – –
V
36
Veritable
Delaware
$359K – – –
CCB
37
Cutter & Co Brokerage
Missouri
$357K +$21K +1,859 +6%
WKWM
38
Walter & Keenan Wealth Management
Indiana
$316K – – –
PR
39
Payden & Rygel
California
$221K – – –
WS
40
Wedbush Securities
California
$207K +$147 +13 +0.1%
US Bancorp
41
US Bancorp
Minnesota
$203K +$7.92K +700 +4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$195K -$8.39K -741 -4%
WAM
43
Wolverine Asset Management
Illinois
$176K +$176K +15,615 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$146K +$135K +12,000 +1,200%
CL
45
CSS LLC
Illinois
$142K +$1.2K +106 +0.9%
Citigroup
46
Citigroup
New York
$138K +$25.2K +2,234 +22%
MFS
47
MSI Financial Services
Massachusetts
$126K -$479K -42,530 -79%
LCS
48
Levin Capital Strategies
New York
$125K – – –
NPC
49
National Planning Corporation
California
$123K -$5.66K -500 -4%
SPC
50
Sigma Planning Corp
Michigan
$120K +$120K +10,636 New
1
2
3