WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
PCM
2
Penserra Capital Management
California
$9.79M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$4.66M
4
Comerica Bank
4
Comerica Bank
Texas
$359K
5
CL
5
CSS LLC
Illinois
$1.03M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$22.1M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$0
3
Invesco
3
Invesco
Georgia
$6.89M
4
LPL Financial
4
LPL Financial
California
$581K
5
AC
5
Almitas Capital
California
$1.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
26
CSS LLC
Illinois
$1.03M +$288K +35,005 +39%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$969K -$63.6K -7,730 -6%
MC
28
Matisse Capital
Oregon
$909K – – –
RJA
29
Raymond James & Associates
Florida
$905K -$16.3K -1,979 -2%
First Trust Advisors
30
First Trust Advisors
Illinois
$683K +$16.7K +2,034 +3%
HCM
31
Hollencrest Capital Management
California
$618K – – –
LPL Financial
32
LPL Financial
California
$581K -$1.32M -160,130 -69%
DAS
33
Dynamic Advisor Solutions
Arizona
$579K -$24.1K -2,926 -4%
Wells Fargo
34
Wells Fargo
California
$502K -$88.3K -10,729 -15%
LCM
35
Landscape Capital Management
New Jersey
$490K +$124K +15,117 +34%
TFCP
36
Twin Focus Capital Partners
Massachusetts
$462K – – –
SAM
37
Stansberry Asset Management
Texas
$449K +$52.9K +6,432 +13%
VCP
38
Verus Capital Partners
Arizona
$422K +$24.4K +2,970 +6%
Comerica Bank
39
Comerica Bank
Texas
$359K +$359K +43,597 New
Osaic Holdings
40
Osaic Holdings
Arizona
$337K +$150K +18,216 +80%
CAM
41
Concorde Asset Management
Michigan
$330K +$36.6K +4,450 +12%
PAG
42
Private Advisor Group
New Jersey
$330K -$80.9K -9,824 -20%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$302K +$49.6K +6,024 +20%
CAM
44
Crestone Asset Management
Colorado
$247K +$247K +30,022 New
RIA
45
Realta Investment Advisors
Delaware
$224K – – –
HKAM
46
Horizon Kinetics Asset Management
New York
$217K – – –
MML Investors Services
47
MML Investors Services
Massachusetts
$214K -$3.74K -454 -2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$213K +$213K +25,923 New
KWA
49
Kingswood Wealth Advisors
California
$206K +$206K +25,015 New
PCP
50
Proficio Capital Partners
Massachusetts
$168K -$4.94K -600 -3%
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