WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
BFSG LLC
California
$28M
2
MCA
2
Magnolia Capital Advisors
Mississippi
$5.18M
3
PPA
3
Parametric Portfolio Associates
Washington
$19.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
OA
2
Oxbow Advisors
Texas
$0
3
LPL Financial
3
LPL Financial
California
$7.08M
4
1CP
4
1607 Capital Partners
Virginia
$32.5M
5
CPC
5
Congress Park Capital
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
26
Atlas Private Wealth Advisors
New Jersey
$1.45M +$274K +22,785 +23%
Wells Fargo
27
Wells Fargo
California
$1.4M +$39.4K +3,277 +3%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$244K -20,298 -16%
First Trust Advisors
29
First Trust Advisors
Illinois
$1.23M +$355K +29,558 +41%
UBS Group
30
UBS Group
Switzerland
$1.22M -$1.12M -92,928 -48%
ACP
31
Aviance Capital Partners
Florida
$1.16M +$73.2K +6,095 +7%
GC
32
Guggenheim Capital
Illinois
$1.05M +$179K +14,926 +21%
PCM
33
PenderFund Capital Management
British Columbia, Canada
$1.02M +$1.02M +67,799 New
H6H
34
Hightower 6M Holding
Kansas
$1M +$1M +83,408 New
PHS
35
Pekin Hardy Strauss
Illinois
$864K -$49.6K -4,130 -5%
HCM
36
Hollencrest Capital Management
California
$863K – – –
DAS
37
Dynamic Advisor Solutions
Arizona
$823K -$37.3K -3,103 -4%
CCP
38
Clough Capital Partners
Massachusetts
$766K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$724K -$725K -60,373 -50%
SC
40
Stolper & Co
Oklahoma
$685K +$65.4K +5,446 +11%
VCP
41
Verus Capital Partners
Arizona
$582K +$582K +53,630 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$496K -$187K -15,593 -27%
TCA
43
Transcend Capital Advisors
New Jersey
$464K +$685 +57 +0.1%
AAM
44
Advisors Asset Management
Colorado
$449K +$1.63K +136 +0.4%
MCP
45
Mirador Capital Partners
California
$407K -$8.6K -716 -2%
MC
46
Matisse Capital
Oregon
$377K -$89.1K -7,415 -19%
DADC
47
D.A. Davidson & Co
Montana
$364K – – –
HKAM
48
Horizon Kinetics Asset Management
New York
$324K -$2.47K -206 -0.8%
TIM
49
Triad Investment Management
California
$292K +$40.3K +3,352 +16%
MML Investors Services
50
MML Investors Services
Massachusetts
$287K -$39.5K -3,285 -12%
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