WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

71 hedge funds and large institutions have $254M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
11
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$7.56M
3
DA
3
Doliver Advisors
Texas
$909K
4
Invesco
4
Invesco
Georgia
$9.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.72M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
1CP
2
1607 Capital Partners
Virginia
$41M
3
Wells Fargo
3
Wells Fargo
California
$47.3M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.37M +$15.8K +1,420 +1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.24M +$63.7K +5,731 +5%
AA
28
Ancora Advisors
Ohio
$1.22M -$228K -20,500 -16%
DA
29
Doliver Advisors
Texas
$909K +$909K +81,321 New
UR
30
USCA RIA
Texas
$789K +$15.1K +1,360 +2%
LAM
31
Lebenthal Asset Management
New York
$702K +$702K +63,181 New
LH
32
Lebenthal Holdings
New York
$702K +$702K +63,181 New
LPL Financial
33
LPL Financial
California
$678K -$524K -46,577 -44%
GC
34
Guggenheim Capital
Illinois
$625K – – –
KAM
35
Knightsbridge Asset Management
California
$455K -$3.34K -300 -0.7%
WKWM
36
Walter & Keenan Wealth Management
Indiana
$439K +$72.5K +6,530 +20%
PAG
37
Private Advisor Group
New Jersey
$381K +$381K +33,886 New
CA
38
Cornerstone Advisors
North Carolina
$352K +$352K +31,664 New
WS
39
Wedbush Securities
California
$341K +$161K +14,534 +90%
TC
40
TFS Capital
Pennsylvania
$321K +$321K +28,867 New
CA
41
Cetera Advisors
Colorado
$301K -$49.1K -4,400 -14%
TG
42
Threshold Group
Washington
$256K – – –
Citigroup
43
Citigroup
New York
$228K +$225K +20,244 +6,839%
NSIM
44
North Star Investment Management
Illinois
$219K +$2.77K +250 +1%
PR
45
Payden & Rygel
California
$218K – – –
US Bancorp
46
US Bancorp
Minnesota
$183K – – –
WRM
47
Westport Resources Management
Connecticut
$177K +$107K +9,658 +154%
DIS
48
Diversified Investment Strategies
Louisiana
$162K – – –
VKH
49
Virtu KCG Holdings
New York
$152K +$152K +13,664 New
CL
50
CSS LLC
Illinois
$146K – – –
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2
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