WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

81 hedge funds and large institutions have $276M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$81.8M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.71M
3
RCM
Rivernorth Capital Management
Florida
$24M
4
SIA
Sit Investment Associates
Minnesota
$8.33M
5
Morgan Stanley
Morgan Stanley
New York
$10.6M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$2.88M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$0
3
KIM
Karpus Investment Management
New York
$12.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$217K
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
First Eagle Investment Management
26
First Eagle Investment Management
New York
$1.62M – – –
MML Investors Services
27
MML Investors Services
Massachusetts
$1.32M +$289K +25,282 +28%
UR
28
USCA RIA
Texas
$1.26M +$138K +12,100 +12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.1M +96,182 New
NSIM
30
North Star Investment Management
Illinois
$1.05M -$15.7K -1,377 -1%
LCM
31
Landscape Capital Management
New Jersey
$957K -$197K -17,273 -17%
6M
32
6 Meridian
Kansas
$935K +$935K +81,904 New
HK
33
Horizon Kinetics
New York
$727K -$188K -16,500 -21%
CAN
34
Cetera Advisor Networks
California
$630K +$630K +55,129 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$618K +$53.6K +4,687 +9%
DA
36
Doliver Advisors
Texas
$610K -$125K -10,978 -17%
PAG
37
Private Advisor Group
New Jersey
$595K +$31.7K +2,730 +6%
DWM
38
Dynasty Wealth Management
Florida
$514K +$514K +45,000 New
WP
39
WealthPLAN Partners
Nebraska
$447K +$447K +39,156 New
MC
40
Matisse Capital
Oregon
$441K +$320K +28,000 +264%
CA
41
Cornerstone Advisors
North Carolina
$437K -$189K -16,576 -30%
DADC
42
D.A. Davidson & Co
Montana
$434K -$34.1K -2,989 -7%
DAS
43
Dynamic Advisor Solutions
Arizona
$395K +$66.5K +5,820 +20%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$347K +$223K +19,574 +180%
DIS
45
Diversified Investment Strategies
Louisiana
$332K +$166K +14,600 +100%
WAM
46
Wealthspire Advisors (Maryland)
Maryland
$263K +$263K +23,000 New
WKWM
47
Walter & Keenan Wealth Management
Indiana
$255K +$572 +50 +0.2%
WS
48
Wedbush Securities
California
$240K +$40.9K +3,580 +21%
Millennium Management
49
Millennium Management
New York
$226K +$226K +19,826 New
Geode Capital Management
50
Geode Capital Management
Massachusetts
$217K -$759K -66,696 -78%
1
2
3 4