WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

94 hedge funds and large institutions have $212M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.7M
2
1CP
1607 Capital Partners
Virginia
$17.5M
3
LPL Financial
LPL Financial
California
$3.68M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.52M
5
PAG
Private Advisor Group
New Jersey
$5.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$58.1M
2
LCM
Landscape Capital Management
New Jersey
$934K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$19.8M
4
Bank of America
Bank of America
North Carolina
$5.1M
5
WAM
Wolverine Asset Management
Illinois
$78.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
Raymond James Financial
26
Raymond James Financial
Florida
$1.27M +$1.27M +153,089 New
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$1.12M +$220K +26,542 +24%
ICM
28
Ionic Capital Management
New York
$1.07M +$375K +45,319 +54%
GWI
29
Grace & White Inc
New York
$1.03M -$476K -57,598 -32%
LCM
30
Landscape Capital Management
New Jersey
$934K -$3.5M -423,553 -79%
UBS Group
31
UBS Group
Switzerland
$880K -$206K -24,952 -19%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$798K -$393K -47,547 -33%
First Trust Advisors
33
First Trust Advisors
Illinois
$769K +$460K +55,581 +149%
CCM
34
Cutler Capital Management
Massachusetts
$734K +$55.4K +6,695 +8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$710K +$15.3K +1,851 +2%
SAM
36
Stansberry Asset Management
Texas
$606K +$29.4K +3,550 +5%
PI
37
PFG Investments
New York
$605K +$414K +50,003 +216%
TFCP
38
Twin Focus Capital Partners
Massachusetts
$498K +$3.76K +455 +0.8%
HCM
39
Hollencrest Capital Management
California
$445K – – –
Millennium Management
40
Millennium Management
New York
$430K -$536K -64,871 -55%
CL
41
CSS LLC
Illinois
$419K +$19.9K +2,412 +5%
PGFC
42
Peapack-Gladstone Financial Corp
New Jersey
$396K -$199K -24,027 -33%
OC
43
Oppenheimer & Co
New York
$392K +$33.1K +4,000 +9%
Comerica Bank
44
Comerica Bank
Texas
$377K -$66.2K -8,007 -15%
TIM
45
Tortoise Investment Management
New York
$351K -$267K -32,315 -43%
CAM
46
Concorde Asset Management
Michigan
$311K -$22.3K -2,700 -7%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$294K -$1.72K -208 -0.6%
BWM
48
BlackDiamond Wealth Management
New York
$294K -$11.2K -1,356 -4%
KWA
49
Kingswood Wealth Advisors
California
$291K +$291K +35,139 New
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$282K +$102K +12,346 +57%
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