WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $235M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% 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
9
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$41M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.95M
4
AA
4
Ancora Advisors
Ohio
$1.15M
5
LCM
5
Landscape Capital Management
New Jersey
$1.31M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$2.19M
2
IA
2
Icon Advisers
Colorado
$1.04M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.27M
5
DA
5
Doliver Advisors
Texas
$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$1.15M +$1.15M +102,500 New
IA
27
Icon Advisers
Colorado
$1.04M -$972K -86,873 -48%
CFN
28
Cordasco Financial Network
Florida
$855K -$92.2K -8,242 -10%
GC
29
Guggenheim Capital
Illinois
$658K – – –
LPL Financial
30
LPL Financial
California
$646K -$14.1K -1,244 -2%
IAS
31
IMA Advisory Services
Colorado
$639K – – –
KAM
32
Knightsbridge Asset Management
California
$541K -$19K -1,700 -3%
DA
33
Doliver Advisors
Texas
$539K -$401K -35,882 -43%
SHA
34
Smith Hayes Advisers
Nebraska
$431K -$2.24K -200 -0.5%
WKWM
35
Walter & Keenan Wealth Management
Indiana
$369K – – –
UR
36
USCA RIA
Texas
$323K -$38K -3,400 -11%
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$298K -$92.1K -8,281 -24%
PAM
38
Panagora Asset Management
Massachusetts
$223K +$200K +17,893 +885%
CA
39
Cetera Advisors
Colorado
$220K +$220K +19,570 New
PR
40
Payden & Rygel
California
$219K – – –
TWM
41
Torch Wealth Management
Ohio
$211K +$211K +18,816 New
WS
42
Wedbush Securities
California
$205K +$78 +7 +0%
PIA
43
Peachtree Investment Advisors
Georgia
$196K -$41.5K -3,710 -17%
US Bancorp
44
US Bancorp
Minnesota
$184K – – –
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$145K -$47.9K -4,292 -25%
CL
46
CSS LLC
Illinois
$143K +$1.22K +109 +0.9%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$141K -$24.4K -2,187 -15%
Ameriprise
48
Ameriprise
Minnesota
$130K +$130K +11,579 New
LCS
49
Levin Capital Strategies
New York
$124K – – –
Goldman Sachs
50
Goldman Sachs
New York
$123K +$123K +10,993 New
1
2
3