WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $234M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
31
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$31.1M
2
PCM
2
Penserra Capital Management
California
$6.05M
3
Morgan Stanley
3
Morgan Stanley
New York
$46.7M
4
Bank of America
4
Bank of America
North Carolina
$6.53M
5
SAM
5
Stansberry Asset Management
Texas
$447K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$23.2M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.43M
3
1CP
3
1607 Capital Partners
Virginia
$22.1M
4
AC
4
Almitas Capital
California
$1.13M
5
WAM
5
Wakefield Asset Management
Colorado
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$1.02M +$143K +15,627 +16%
MC
27
Matisse Capital
Oregon
$1.01M – – –
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$992K -$197K -21,538 -17%
RJA
29
Raymond James & Associates
Florida
$979K +$63.1K +6,891 +7%
ACP
30
Aviance Capital Partners
Florida
$847K +$8.56K +935 +1%
APWA
31
Atlas Private Wealth Advisors
New Jersey
$801K +$60.4K +6,600 +8%
PAG
32
Private Advisor Group
New Jersey
$745K -$143K -15,598 -16%
First Trust Advisors
33
First Trust Advisors
Illinois
$735K -$115K -12,611 -14%
HCM
34
Hollencrest Capital Management
California
$688K – – –
Wells Fargo
35
Wells Fargo
California
$675K -$16.6K -1,818 -2%
DAS
36
Dynamic Advisor Solutions
Arizona
$667K +$44.8K +4,899 +7%
SC
37
Stolper & Co
Oklahoma
$653K +$127K +13,904 +24%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$513K – – –
SAM
39
Stansberry Asset Management
Texas
$447K +$447K +48,841 New
VCP
40
Verus Capital Partners
Arizona
$441K +$13.7K +1,498 +3%
LCM
41
Landscape Capital Management
New Jersey
$427K +$71.4K +7,802 +20%
TIM
42
Tortoise Investment Management
New York
$329K +$5.03K +550 +2%
MML Investors Services
43
MML Investors Services
Massachusetts
$298K +$65.5K +7,169 +28%
CL
44
CSS LLC
Illinois
$285K +$98.5K +10,763 +53%
CAM
45
Concorde Asset Management
Michigan
$268K +$36.6K +4,000 +16%
HKAM
46
Horizon Kinetics Asset Management
New York
$243K – – –
LSC
47
Logan Stone Capital
Illinois
$230K -$441K -48,234 -66%
RIA
48
Realta Investment Advisors
Delaware
$226K +$9.75K +1,066 +5%
Osaic Holdings
49
Osaic Holdings
Arizona
$209K -$2.3K -251 -1%
TIM
50
Triad Investment Management
California
$207K +$10.3K +1,121 +5%
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