WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
BPCM
Beach Point Capital Management
California
$8.45M
3
WP
WealthPLAN Partners
Nebraska
$1.78M
4
LCM
Landscape Capital Management
New Jersey
$2.05M
5
PCM
Penserra Capital Management
California
$11.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$16.4M
2
SIA
Sit Investment Associates
Minnesota
$8.2M
3
UBS Group
UBS Group
Switzerland
$951K
4
WAM
Wolverine Asset Management
Illinois
$468K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.24M -$110K -12,699 -8%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$1.13M -$173K -19,895 -13%
RJA
28
Raymond James & Associates
Florida
$990K +$36.7K +4,230 +4%
MC
29
Matisse Capital
Oregon
$958K – – –
UBS Group
30
UBS Group
Switzerland
$951K -$1.89M -217,749 -67%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$747K -$274K -31,579 -27%
TI
32
Tidal Investments
Wisconsin
$736K +$736K +84,865 New
PAG
33
Private Advisor Group
New Jersey
$734K +$386K +44,545 +111%
First Trust Advisors
34
First Trust Advisors
Illinois
$696K -$23.6K -2,718 -3%
DAS
35
Dynamic Advisor Solutions
Arizona
$626K +$16.7K +1,927 +3%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$514K +$514K +59,308 New
CAM
37
Concorde Asset Management
Michigan
$480K +$132K +15,200 +38%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$480K -$6.94K -800 -1%
SAM
39
Stansberry Asset Management
Texas
$478K +$4.66K +537 +1%
MC
40
Moors & Cabot
Massachusetts
$473K +$355K +41,000 +304%
WAM
41
Wolverine Asset Management
Illinois
$468K -$902K -103,981 -66%
HCM
42
Hollencrest Capital Management
California
$467K -$185K -21,301 -28%
KWA
43
Kingswood Wealth Advisors
California
$376K +$159K +18,362 +73%
Comerica Bank
44
Comerica Bank
Texas
$364K -$13.7K -1,575 -4%
WAM
45
Weiss Asset Management
Massachusetts
$323K +$323K +37,259 New
CWM
46
Centric Wealth Management
Illinois
$323K +$323K +37,799 New
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$316K -$2.44K -281 -0.8%
VCP
48
Verus Capital Partners
Arizona
$312K -$132K -15,262 -30%
AGA
49
Accuvest Global Advisors
Utah
$298K +$298K +34,420 New
LPL Financial
50
LPL Financial
California
$288K -$324K -37,351 -53%
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