WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

95 hedge funds and large institutions have $229M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+3
Holders Change %
+3.26%
% of All Funds
1.64%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
33
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
PenderFund Capital Management
British Columbia, Canada
$3.37M
2
SIA
2
Sit Investment Associates
Minnesota
$61.4M
3
LSC
3
Logan Stone Capital
Illinois
$1.05M
4
WAM
4
Wolverine Asset Management
Illinois
$944K
5
Invesco
5
Invesco
Georgia
$9.21M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$5.23M
2
Morgan Stanley
2
Morgan Stanley
New York
$34.5M
3
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$909K +$111K +12,231 +14%
First Trust Advisors
27
First Trust Advisors
Illinois
$873K -$50.9K -5,614 -6%
MC
28
Matisse Capital
Oregon
$870K +$308K +33,906 +55%
ACP
29
Aviance Capital Partners
Florida
$845K -$26.5K -2,925 -3%
GC
30
Guggenheim Capital
Illinois
$813K -$36.2K -3,994 -4%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$745K +$18.2K +2,010 +3%
HCM
32
Hollencrest Capital Management
California
$652K – – –
PHS
33
Pekin Hardy Strauss
Illinois
$634K +$9.07K +1,000 +1%
DAS
34
Dynamic Advisor Solutions
Arizona
$610K -$10K -1,106 -2%
H6H
35
Hightower 6M Holding
Kansas
$585K -$145K -16,007 -20%
SC
36
Stolper & Co
Oklahoma
$540K +$21K +2,313 +4%
VCP
37
Verus Capital Partners
Arizona
$440K +$223K +24,542 +102%
CPC
38
Congress Park Capital
New York
$383K -$90.7K -10,000 -19%
LCM
39
Landscape Capital Management
New Jersey
$380K +$136K +14,964 +56%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$378K +$45.1K +4,982 +14%
TCA
41
Transcend Capital Advisors
New Jersey
$352K +$862 +95 +0.2%
TFCP
42
Twin Focus Capital Partners
Massachusetts
$335K +$227K +25,066 +211%
NSIM
43
North Star Investment Management
Illinois
$331K -$23.7K -2,612 -7%
LP
44
Lloyd Park
Illinois
$327K – – –
MIG
45
Mariner Investment Group
New York
$293K +$102K +11,280 +54%
AAM
46
Advisors Asset Management
Colorado
$258K -$43K -4,733 -14%
SPIA
47
Steward Partners Investment Advisory
New York
$251K – – –
HKAM
48
Horizon Kinetics Asset Management
New York
$242K – – –
TIM
49
Tortoise Investment Management
New York
$234K +$217K +23,876 +1,241%
SFS
50
Shaker Financial Services
Virginia
$231K +$231K +25,430 New
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