WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

77 hedge funds and large institutions have $256M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$17.4M
2
Wells Fargo
Wells Fargo
California
$52.9M
3
FFA
First Foundation Advisors
California
$2.87M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
5
RGC
Roberts, Glore & Co
Illinois
$2.36M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$29M
2
Bank of America
Bank of America
North Carolina
$10.9M
3
SIA
Sit Investment Associates
Minnesota
$6.27M
4
1CP
1607 Capital Partners
Virginia
$33.2M
5
Invesco
Invesco
Georgia
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Ancora Advisors
Ohio
$1.54M – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.44M -$24.6K -2,206 -2%
RJA
28
Raymond James & Associates
Florida
$1.37M -$12.5K -1,115 -0.9%
LCM
29
Landscape Capital Management
New Jersey
$1.25M +$569K +50,989 +83%
UR
30
USCA RIA
Texas
$1.08M +$11.2K +1,000 +1%
NSIM
31
North Star Investment Management
Illinois
$835K +$213K +19,111 +34%
LPL Financial
32
LPL Financial
California
$584K -$7.03K -629 -1%
GC
33
Guggenheim Capital
Illinois
$572K -$56.3K -5,040 -9%
MML Investors Services
34
MML Investors Services
Massachusetts
$536K +$536K +47,941 New
PAG
35
Private Advisor Group
New Jersey
$485K +$38.7K +3,470 +9%
DADC
36
D.A. Davidson & Co
Montana
$453K +$9.31K +834 +2%
SG Americas Securities
37
SG Americas Securities
New York
$428K +$428K +38,290 New
MIG
38
Mariner Investment Group
New York
$393K -$321K -28,757 -45%
COLIM
39
City of London Investment Management
United Kingdom
$367K -$561K -50,288 -60%
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$343K +$108K +9,700 +46%
WS
41
Wedbush Securities
California
$340K -$113K -10,121 -25%
WKWM
42
Walter & Keenan Wealth Management
Indiana
$281K +$34K +3,047 +14%
TG
43
Threshold Group
Washington
$257K – – –
DA
44
Doliver Advisors
Texas
$234K +$234K +20,932 New
PR
45
Payden & Rygel
California
$219K – – –
US Bancorp
46
US Bancorp
Minnesota
$201K – – –
DIS
47
Diversified Investment Strategies
Louisiana
$163K – – –
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$153K -$40.1K -3,591 -21%
DAS
49
Dynamic Advisor Solutions
Arizona
$152K +$152K +13,590 New
CL
50
CSS LLC
Illinois
$149K +$436 +39 +0.3%
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