WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

94 hedge funds and large institutions have $220M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.2M
2
PCM
2
PenderFund Capital Management
British Columbia, Canada
$11.4M
3
LCM
3
Landscape Capital Management
New Jersey
$4.74M
4
GC
4
Guggenheim Capital
Illinois
$4.47M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.56M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
BPCM
2
Beach Point Capital Management
California
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.7M
4
LPL Financial
4
LPL Financial
California
$468K
5
SIA
5
Sit Investment Associates
Minnesota
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
USCWA
26
U.S. Capital Wealth Advisors
Texas
$1.27M 144,097 +9,200 +7%
UBS Group
27
UBS Group
Switzerland
$1.16M 131,419 -13,560 -9%
Millennium Management
28
Millennium Management
New York
$1.03M 116,899 +116,899 New
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$965K 109,219 +26,188 +32%
ICM
30
Ionic Capital Management
New York
$746K 84,421 +84,421 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$742K 83,954 +1,545 +2%
CCM
32
Cutler Capital Management
Massachusetts
$726K 82,070 +4,600 +6%
TIM
33
Tortoise Investment Management
New York
$661K 74,735 -29,961 -29%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$636K 71,930 -25,952 -27%
SAM
35
Stansberry Asset Management
Texas
$617K 69,766 +5,186 +8%
DAS
36
Dynamic Advisor Solutions
Arizona
$577K 65,297 -3,392 -5%
AC
37
Almitas Capital
California
$558K 63,133 +63,133 New
TFCP
38
Twin Focus Capital Partners
Massachusetts
$528K 59,708 +2,000 +3%
HCM
39
Hollencrest Capital Management
California
$476K 53,842 – –
Comerica Bank
40
Comerica Bank
Texas
$474K 53,606 +5,031 +10%
LPL Financial
41
LPL Financial
California
$468K 52,933 -468,189 -90%
LSC
42
Logan Stone Capital
Illinois
$429K 48,582 +48,582 New
CL
43
CSS LLC
Illinois
$426K 48,215 -49,977 -51%
OC
44
Oppenheimer & Co
New York
$384K 43,400 +11,000 +34%
UPS
45
UHLMANN PRICE SECURITIES
Illinois
$370K 41,842 +41,842 New
CAM
46
Concorde Asset Management
Michigan
$356K 40,250 -27,100 -40%
First Trust Advisors
47
First Trust Advisors
Illinois
$330K 37,366 -2,487 -6%
BWM
48
BlackDiamond Wealth Management
New York
$324K 36,933 +2,927 +9%
HWAM
49
Hennion & Walsh Asset Management
New Jersey
$317K 35,818 +61 +0.2%
ICMP
50
Integrated Capital Management (Pennsylvania)
Pennsylvania
$268K 30,295 +2,210 +8%
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