WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

75 hedge funds and large institutions have $268M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
8
Increased
28
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$67.5M
2
COLIM
City of London Investment Management
United Kingdom
$3.1M
3
SFPIA
Stevens First Principles Investment Advisors
California
$7.05M
4
Bank of America
Bank of America
North Carolina
$11.9M
5
Morgan Stanley
Morgan Stanley
New York
$9.05M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$24.7M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$2.73M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
1CP
1607 Capital Partners
Virginia
$31.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
26
First Eagle Investment Management
New York
$1.6M – – –
LCM
27
Landscape Capital Management
New Jersey
$1.14M +$154K +13,610 +16%
UR
28
USCA RIA
Texas
$1.09M – – –
NSIM
29
North Star Investment Management
Illinois
$1.05M +$113K +10,024 +12%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.01M +$98.5K +8,729 +11%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$967K +$692K +61,402 +252%
HK
32
Horizon Kinetics
New York
$905K -$376K -33,272 -29%
DA
33
Doliver Advisors
Texas
$726K -$80.9K -7,176 -10%
CA
34
Cornerstone Advisors
North Carolina
$618K – – –
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$557K -$70.5K -6,250 -11%
PAG
36
Private Advisor Group
New Jersey
$533K +$14K +1,270 +3%
LPL Financial
37
LPL Financial
California
$501K -$22.6K -2,000 -4%
DADC
38
D.A. Davidson & Co
Montana
$462K -$3.69K -328 -0.8%
WAM
39
Wolverine Asset Management
Illinois
$411K -$346K -30,695 -46%
MIG
40
Mariner Investment Group
New York
$397K – – –
CRC
41
Curi RMB Capital
Illinois
$354K -$590K -52,300 -62%
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$346K – – –
DAS
43
Dynamic Advisor Solutions
Arizona
$324K +$95.7K +8,495 +42%
TG
44
Threshold Group
Washington
$259K – – –
WKWM
45
Walter & Keenan Wealth Management
Indiana
$251K +$575 +51 +0.2%
ECM
46
Evergreen Capital Management
Washington
$231K +$231K +20,495 New
SG Americas Securities
47
SG Americas Securities
New York
$223K -$339K -30,085 -60%
US Bancorp
48
US Bancorp
Minnesota
$203K – – –
WS
49
Wedbush Securities
California
$196K -$5.47K -486 -3%
DIS
50
Diversified Investment Strategies
Louisiana
$165K – – –
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2
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