WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $219M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-8
Holders Change %
-8.16%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
18
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BPCM
Beach Point Capital Management
California
$11.3M
2
LPL Financial
LPL Financial
California
$2.57M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46M
4
PAS
Park Avenue Securities
New York
$1.39M
5
PCM
Penserra Capital Management
California
$12M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$60.8M
2
1CP
1607 Capital Partners
Virginia
$10.3M
3
BL
BFSG LLC
California
$1
4
AC
Almitas Capital
California
$730K
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.46M +$1.36M +157,253 +1,367%
PAS
27
Park Avenue Securities
New York
$1.39M +$1.28M +147,944 +1,086%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$1.22M -$17K -1,973 -1%
RJA
29
Raymond James & Associates
Florida
$1.21M +$227K +26,280 +23%
WAM
30
Wolverine Asset Management
Illinois
$1.02M +$557K +64,556 +120%
UBS Group
31
UBS Group
Switzerland
$950K +$3.94K +457 +0.4%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$949K -$175K -20,261 -16%
PAG
33
Private Advisor Group
New Jersey
$753K +$22.8K +2,647 +3%
AC
34
Almitas Capital
California
$730K -$1.04M -121,033 -59%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$720K -$23.4K -2,708 -3%
PIWA
36
Prevail Innovative Wealth Advisors
Kansas
$650K +$138K +15,978 +27%
DAS
37
Dynamic Advisor Solutions
Arizona
$625K +$1.36K +157 +0.2%
MC
38
Moors & Cabot
Massachusetts
$565K +$94.9K +11,000 +20%
SAM
39
Stansberry Asset Management
Texas
$519K +$43.7K +5,060 +9%
TFCP
40
Twin Focus Capital Partners
Massachusetts
$498K +$20.7K +2,400 +4%
HCM
41
Hollencrest Capital Management
California
$465K – – –
Comerica Bank
42
Comerica Bank
Texas
$402K +$39.6K +4,586 +11%
First Trust Advisors
43
First Trust Advisors
Illinois
$360K -$333K -38,614 -48%
HWAM
44
Hennion & Walsh Asset Management
New Jersey
$314K -$621 -72 -0.2%
BWM
45
BlackDiamond Wealth Management
New York
$292K +$2.42K +280 +0.8%
VCP
46
Verus Capital Partners
Arizona
$282K -$28.8K -3,336 -9%
MML Investors Services
47
MML Investors Services
Massachusetts
$277K +$48.9K +5,654 +21%
KWA
48
Kingswood Wealth Advisors
California
$275K -$99.2K -11,498 -27%
Osaic Holdings
49
Osaic Holdings
Arizona
$248K +$55.9K +6,480 +29%
OC
50
Oppenheimer & Co
New York
$236K +$123K +14,300 +109%
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