WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

82 hedge funds and large institutions have $283M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
21
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
Baird Financial Group
Wisconsin
$3.55M
2
1CP
1607 Capital Partners
Virginia
$34.5M
3
Morgan Stanley
Morgan Stanley
New York
$17.9M
4
SIA
Sit Investment Associates
Minnesota
$38.6M
5
COLIM
City of London Investment Management
United Kingdom
$745K

Top Sellers

1
CRC
Curi RMB Capital
Illinois
$553K
2
Wells Fargo
Wells Fargo
California
$87.2M
3
LCM
Landscape Capital Management
New Jersey
$1.71M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
RJA
Raymond James & Associates
Florida
$2.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$1.57M -$226K -20,157 -13%
NSIM
27
North Star Investment Management
Illinois
$1.41M -$113K -10,069 -7%
UR
28
USCA RIA
Texas
$1.28M – – –
WAM
29
Wolverine Asset Management
Illinois
$1.23M -$242K -21,618 -16%
6M
30
6 Meridian
Kansas
$857K -$135K -12,037 -14%
DAS
31
Dynamic Advisor Solutions
Arizona
$755K -$85.8K -7,671 -10%
COLIM
32
City of London Investment Management
United Kingdom
$745K +$745K +66,566 New
TFCP
33
Twin Focus Capital Partners
Massachusetts
$636K +$636K +56,807 New
CAN
34
Cetera Advisor Networks
California
$587K -$92K -8,251 -14%
PCM
35
PenderFund Capital Management
British Columbia, Canada
$562K – – –
CRC
36
Curi RMB Capital
Illinois
$553K -$1.92M -171,852 -78%
ACP
37
Aviance Capital Partners
Florida
$533K +$27.8K +2,482 +5%
DWM
38
Dakota Wealth Management
Florida
$483K – – –
GC
39
Guggenheim Capital
Illinois
$437K +$53.3K +4,760 +14%
HCM
40
Hollencrest Capital Management
California
$392K – – –
DADC
41
D.A. Davidson & Co
Montana
$356K -$11.2K -1,000 -3%
FFA
42
First Foundation Advisors
California
$348K – – –
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$329K -$60.2K -5,390 -15%
HKAM
44
Horizon Kinetics Asset Management
New York
$324K -$492 -44 -0.2%
PAG
45
Private Advisor Group
New Jersey
$288K +$29K +2,590 +11%
TJHA
46
Thomas J. Herzfeld Advisors
Florida
$286K +$229K +20,476 +401%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$282K -$23.5K -2,106 -8%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$257K – – –
WKWM
49
Walter & Keenan Wealth Management
Indiana
$253K +$626 +56 +0.2%
WS
50
Wedbush Securities
California
$238K -$93.9K -8,377 -28%
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