WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $340M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
5
Increased
24
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$57M
2
LPL Financial
LPL Financial
California
$5.75M
3
PPA
Parametric Portfolio Associates
Washington
$17.7M
4
CPC
Congress Park Capital
New York
$2.93M
5
Bank of America
Bank of America
North Carolina
$7.74M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$25.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.59M
3
AL
Arnhold LLC
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$27.8M
5
Wells Fargo
Wells Fargo
California
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.94M +$1.94M +146,243 New
WCA
27
Windsor Creek Advisors
Vermont
$1.87M – – –
OA
28
Oxbow Advisors
Texas
$1.69M +$21.3K +1,605 +1%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.67M – – –
NSIM
30
North Star Investment Management
Illinois
$1.46M -$24.1K -1,814 -2%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$1.3M – – –
ACP
32
Aviance Capital Partners
Florida
$1.26M +$196K +14,787 +19%
GC
33
Guggenheim Capital
Illinois
$1.17M +$108K +8,097 +10%
6M
34
6 Meridian
Kansas
$1.13M -$253K -19,030 -18%
PHS
35
Pekin Hardy Strauss
Illinois
$1.05M -$53.2K -4,000 -5%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$1.05M -$40.2K -3,025 -4%
First Trust Advisors
37
First Trust Advisors
Illinois
$957K +$303K +22,799 +46%
HCM
38
Hollencrest Capital Management
California
$955K – – –
KIM
39
Karpus Investment Management
New York
$934K – – –
DAS
40
Dynamic Advisor Solutions
Arizona
$934K +$29K +2,183 +3%
PCP
41
Proficio Capital Partners
Massachusetts
$893K -$214K -16,096 -19%
BCA
42
Bay Colony Advisors
Massachusetts
$777K – – –
SC
43
Stolper & Co
Oklahoma
$643K +$43.7K +3,286 +7%
LCS
44
Levin Capital Strategies
New York
$601K – – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$575K +$58K +4,367 +11%
TCA
46
Transcend Capital Advisors
New Jersey
$530K +$530K +38,400 New
MC
47
Matisse Capital
Oregon
$516K – – –
PAG
48
Private Advisor Group
New Jersey
$506K +$129K +9,720 +34%
AAM
49
Advisors Asset Management
Colorado
$494K -$306K -23,025 -38%
DADC
50
D.A. Davidson & Co
Montana
$408K – – –
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2
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