WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

92 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.9M
3
PAG
3
Private Advisor Group
New Jersey
$3.09M
4
LPL Financial
4
LPL Financial
California
$4.43M
5
RCM
5
Rivernorth Capital Management
Florida
$17.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.35M
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.47M
4
1CP
4
1607 Capital Partners
Virginia
$9.23M
5
LCM
5
Landscape Capital Management
New Jersey
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.23M 144,979 +34,847 +32%
RJA
27
Raymond James & Associates
Florida
$1.22M 143,737 +3,306 +2%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$1.15M 134,897 -6,094 -4%
WAM
29
Wolverine Asset Management
Illinois
$1.03M 120,596 +2,034 +2%
TIM
30
Tortoise Investment Management
New York
$891K 104,696 -92,709 -47%
CL
31
CSS LLC
Illinois
$836K 98,192 -99,281 -50%
PGFC
32
Peapack-Gladstone Financial Corp
New Jersey
$833K 97,882 -12,049 -11%
PIWA
33
Prevail Innovative Wealth Advisors
Kansas
$707K 83,031 +7,745 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$701K 82,409 -1,050 -1%
CCM
35
Cutler Capital Management
Massachusetts
$659K 77,470 +64,194 +484%
DAS
36
Dynamic Advisor Solutions
Arizona
$585K 68,689 -3,704 -5%
CAM
37
Concorde Asset Management
Michigan
$573K 67,350 +67,350 New
SAM
38
Stansberry Asset Management
Texas
$550K 64,580 +4,390 +7%
TFCP
39
Twin Focus Capital Partners
Massachusetts
$491K 57,708 – –
HCM
40
Hollencrest Capital Management
California
$458K 53,842 – –
Comerica Bank
41
Comerica Bank
Texas
$413K 48,575 +1,967 +4%
First Trust Advisors
42
First Trust Advisors
Illinois
$339K 39,853 -1,808 -4%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$304K 35,757 -579 -2%
BWM
44
BlackDiamond Wealth Management
New York
$290K 34,006 +196 +0.6%
KWA
45
Kingswood Wealth Advisors
California
$287K 33,707 +1,828 +6%
VCP
46
Verus Capital Partners
Arizona
$281K 33,078 +394 +1%
OC
47
Oppenheimer & Co
New York
$276K 32,400 +5,000 +18%
Osaic Holdings
48
Osaic Holdings
Arizona
$241K 28,306 -433 -2%
ICMP
49
Integrated Capital Management (Pennsylvania)
Pennsylvania
$239K 28,085 +5,333 +23%
CCFM
50
Clear Creek Financial Management
Washington
$229K 26,900 – –
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