WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

73 hedge funds and large institutions have $259M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
29
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$49.2M
2
RCM
Rivernorth Capital Management
Florida
$11.5M
3
Morgan Stanley
Morgan Stanley
New York
$13.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.33M
5
KIM
Karpus Investment Management
New York
$14.5M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$8.19M
2
1CP
1607 Capital Partners
Virginia
$34.1M
3
FIMG
Financial & Investment Management Group
Michigan
$40.8M
4
COLIM
City of London Investment Management
United Kingdom
$926K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.46M +$220K +19,739 +18%
RJA
27
Raymond James & Associates
Florida
$1.38M +$4.99K +448 +0.4%
UR
28
USCA RIA
Texas
$1.07M +$132K +11,840 +14%
COLIM
29
City of London Investment Management
United Kingdom
$926K -$1.81M -162,213 -66%
MIG
30
Mariner Investment Group
New York
$712K -$27.2K -2,446 -4%
LCM
31
Landscape Capital Management
New Jersey
$684K -$82.7K -7,420 -11%
GC
32
Guggenheim Capital
Illinois
$627K – – –
NSIM
33
North Star Investment Management
Illinois
$620K +$214K +19,200 +53%
LPL Financial
34
LPL Financial
California
$587K -$9.84K -886 -2%
FFA
35
First Foundation Advisors
California
$524K +$524K +47,039 New
MFS
36
MSI Financial Services
Massachusetts
$522K +$519K +46,529 +15,009%
WS
37
Wedbush Securities
California
$452K +$35.5K +3,187 +9%
PAG
38
Private Advisor Group
New Jersey
$444K +$42.5K +3,830 +11%
DADC
39
D.A. Davidson & Co
Montana
$442K -$32.2K -2,896 -7%
TG
40
Threshold Group
Washington
$256K – – –
WKWM
41
Walter & Keenan Wealth Management
Indiana
$246K -$222K -19,955 -47%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$234K +$201K +18,000 +600%
PR
43
Payden & Rygel
California
$218K – – –
US Bancorp
44
US Bancorp
Minnesota
$200K +$16.7K +1,500 +9%
Fiera Capital (Canada)
45
Fiera Capital (Canada)
Quebec, Canada
$193K +$37.2K +3,339 +24%
DIS
46
Diversified Investment Strategies
Louisiana
$163K – – –
CA
47
Cetera Advisors
Colorado
$156K -$16.7K -1,500 -10%
CL
48
CSS LLC
Illinois
$148K +$835 +75 +0.6%
TWM
49
Torch Wealth Management
Ohio
$126K +$33 +3 +0%
WPW
50
Waldron Private Wealth
Pennsylvania
$123K -$79.8K -7,190 -39%
1
2
3 4