WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

85 hedge funds and large institutions have $282M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+3
Holders Change %
+3.66%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
9
Increased
26
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
BFSG LLC
California
$9.31M
2
SIA
Sit Investment Associates
Minnesota
$42.3M
3
BCWM
Bartlett & Co Wealth Management
Ohio
$3.2M
4
BC
Bartlett & Co
Ohio
$3.2M
5
Morgan Stanley
Morgan Stanley
New York
$20.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$78.1M
2
RJA
Raymond James & Associates
Florida
$1.43M
3
MML Investors Services
MML Investors Services
Massachusetts
$995K
4
LCM
Landscape Capital Management
New Jersey
$1.17M
5
Invesco
Invesco
Georgia
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
26
North Star Investment Management
Illinois
$1.48M +$88.7K +8,003 +6%
RJA
27
Raymond James & Associates
Florida
$1.43M -$793K -71,532 -36%
UR
28
USCA RIA
Texas
$1.31M +$49.3K +4,450 +4%
WAM
29
Wolverine Asset Management
Illinois
$1.28M +$63.5K +5,733 +5%
LCM
30
Landscape Capital Management
New Jersey
$1.17M -$518K -46,777 -31%
MML Investors Services
31
MML Investors Services
Massachusetts
$995K -$581K -52,398 -37%
6M
32
6 Meridian
Kansas
$817K -$30.9K -2,788 -4%
COLIM
33
City of London Investment Management
United Kingdom
$740K – – –
DAS
34
Dynamic Advisor Solutions
Arizona
$718K -$29.6K -2,668 -4%
TFCP
35
Twin Focus Capital Partners
Massachusetts
$629K – – –
HCM
36
Hollencrest Capital Management
California
$609K +$221K +20,000 +57%
CAN
37
Cetera Advisor Networks
California
$573K -$11.5K -1,032 -2%
PCM
38
PenderFund Capital Management
British Columbia, Canada
$556K – – –
First Trust Advisors
39
First Trust Advisors
Illinois
$550K +$550K +49,645 New
DWM
40
Dakota Wealth Management
Florida
$477K – – –
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$414K +$131K +11,800 +46%
GC
42
Guggenheim Capital
Illinois
$402K -$30.6K -2,757 -7%
ACP
43
Aviance Capital Partners
Florida
$401K -$127K -11,448 -24%
DADC
44
D.A. Davidson & Co
Montana
$352K – – –
FIA
45
FNY Investment Advisers
New York
$333K +$196K +17,775 +144%
HKAM
46
Horizon Kinetics Asset Management
New York
$320K -$1.24K -112 -0.4%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$303K -$23.3K -2,100 -7%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$262K -$16.6K -1,506 -6%
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$255K – – –
WKWM
50
Walter & Keenan Wealth Management
Indiana
$251K +$598 +54 +0.2%
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