WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

68 hedge funds and large institutions have $226M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
25
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$2.28M
2
IA
Icon Advisers
Colorado
$2.04M
3
Morgan Stanley
Morgan Stanley
New York
$5.83M
4
HFS
HL Financial Services
Kentucky
$2.65M
5
FIMG
Financial & Investment Management Group
Michigan
$40.5M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$30.2M
2
HK
Horizon Kinetics
New York
$2M
3
Invesco
Invesco
Georgia
$9.55M
4
CPO
Cerity Partners OCIO
New York
$0
5
AA
Ancora Advisors
Ohio
$936K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$936K -$932K -82,500 Closed
Geode Capital Management
27
Geode Capital Management
Massachusetts
$805K -$575K – –
LCM
28
Landscape Capital Management
New Jersey
$773K -$38.4K -3,385 -5%
HighTower Advisors
29
HighTower Advisors
Illinois
$707K -$189K -16,636 -21%
GC
30
Guggenheim Capital
Illinois
$667K +$24.2K +2,131 +4%
LPL Financial
31
LPL Financial
California
$666K -$72.9K -6,391 -10%
IAS
32
IMA Advisory Services
Colorado
$647K – – –
KAM
33
Knightsbridge Asset Management
California
$568K +$134K +11,800 +31%
SHA
34
Smith Hayes Advisers
Nebraska
$439K +$1.13K +100 +0.3%
TJHA
35
Thomas J. Herzfeld Advisors
Florida
$398K – – –
CCB
36
Cutter & Co Brokerage
Missouri
$377K +$18.5K +1,627 +5%
WKWM
37
Walter & Keenan Wealth Management
Indiana
$374K +$56.7K +5,000 +18%
UR
38
USCA RIA
Texas
$366K +$366K +32,300 New
PIA
39
Peachtree Investment Advisors
Georgia
$241K -$386K -34,029 -62%
PR
40
Payden & Rygel
California
$222K – – –
WS
41
Wedbush Securities
California
$208K +$136 +12 +0.1%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$196K +$680 +60 +0.3%
WAM
43
Wolverine Asset Management
Illinois
$194K +$17K +1,502 +10%
US Bancorp
44
US Bancorp
Minnesota
$187K -$17.1K -1,500 -8%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$169K +$20.9K +1,838 +14%
SGCA
46
Steel Grove Capital Advisors
Tennessee
$153K +$153K +13,501 New
CL
47
CSS LLC
Illinois
$144K +$1.22K +107 +0.9%
LCS
48
Levin Capital Strategies
New York
$126K – – –
SPC
49
Sigma Planning Corp
Michigan
$125K +$4.44K +392 +4%
HH
50
Hilltop Holdings
Texas
$118K +$118K +10,415 New
1
2
3