WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $326M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
35
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$11.7M
2
HighTower Advisors
HighTower Advisors
Illinois
$7.68M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.62M
4
SIA
Sit Investment Associates
Minnesota
$43.2M
5
Morgan Stanley
Morgan Stanley
New York
$25.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$46.5M
2
PCP
Proficio Capital Partners
Massachusetts
$1.5M
3
PCM
PenderFund Capital Management
British Columbia, Canada
$0
4
Bank of America
Bank of America
North Carolina
$8.07M
5
MIG
Mariner Investment Group
New York
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
UR
26
USCA RIA
Texas
$1.77M +$27.4K +2,250 +2%
WCA
27
Windsor Creek Advisors
Vermont
$1.71M -$422K -34,669 -20%
PCP
28
Proficio Capital Partners
Massachusetts
$1.5M -$6.1M -501,908 -80%
6M
29
6 Meridian
Kansas
$1.49M +$252K +20,721 +20%
OA
30
Oxbow Advisors
Texas
$1.48M +$162K +13,285 +12%
MIG
31
Mariner Investment Group
New York
$1.42M -$1.27M -104,088 -47%
NSIM
32
North Star Investment Management
Illinois
$1.38M -$34.4K -2,826 -2%
BC
33
Bartlett & Co
Ohio
$1.31M -$116K -9,541 -8%
BCWM
34
Bartlett & Co Wealth Management
Ohio
$1.31M -$116K -9,541 -8%
APWA
35
Atlas Private Wealth Advisors
New Jersey
$1.22M – – –
TFCP
36
Twin Focus Capital Partners
Massachusetts
$1.03M -$559K -45,949 -35%
ICM
37
Ionic Capital Management
New York
$986K +$815 +67 +0.1%
GC
38
Guggenheim Capital
Illinois
$974K +$38K +3,121 +4%
HCM
39
Hollencrest Capital Management
California
$874K – – –
BCA
40
Bay Colony Advisors
Massachusetts
$832K +$252K +20,700 +43%
ACP
41
Aviance Capital Partners
Florida
$815K +$71.1K +5,843 +10%
DAS
42
Dynamic Advisor Solutions
Arizona
$786K -$84K -6,914 -10%
AAM
43
Advisors Asset Management
Colorado
$772K +$99.9K +8,210 +15%
CPC
44
Congress Park Capital
New York
$658K +$147K +12,080 +29%
KIM
45
Karpus Investment Management
New York
$580K +$580K +47,737 New
First Trust Advisors
46
First Trust Advisors
Illinois
$579K -$1.3K -107 -0.2%
PHS
47
Pekin Hardy Strauss
Illinois
$559K -$66.8K -5,500 -11%
LCS
48
Levin Capital Strategies
New York
$549K -$207K -17,000 -27%
SC
49
Stolper & Co
Oklahoma
$546K -$7.37K -606 -1%
PAG
50
Private Advisor Group
New Jersey
$485K -$128K -10,500 -21%
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