WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

71 hedge funds and large institutions have $210M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+16
Holders Change %
+29.09%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
18
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$26.8M
2
FIMG
Financial & Investment Management Group
Michigan
$29.6M
3
HK
Horizon Kinetics
New York
$1.04M
4
DA
Doliver Advisors
Texas
$1.69M
5
TC
TFS Capital
Pennsylvania
$1.43M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.42M
2
Morgan Stanley
Morgan Stanley
New York
$11.1M
3
U
UBS
Switzerland
$1.83M
4
PPA
Parametric Portfolio Associates
Washington
$648K
5
B
Baird
Wisconsin
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPC
51
National Planning Corporation
California
$130K -$9.18K -803 -7%
AIG
52
American International Group
New York
$129K – – –
BRWA
53
B. Riley Wealth Advisors
Florida
$125K -$94.9K -8,395 -43%
LCS
54
Levin Capital Strategies
New York
$125K – – –
Citigroup
55
Citigroup
New York
$119K -$36.1K -3,191 -23%
AP
56
Advisors Preferred
Maryland
$91K +$91K +8,122 New
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$82K +$4.33K +385 +6%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$52K +$52K +4,571 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$50K – – –
WA
60
WFG Advisors
Texas
$36K +$179 +16 +0.5%
TFO
61
Tarbox Family Office
California
$31K +$31K +2,278 New
CAL
62
Capital Advisors Ltd
Ohio
$29K +$29K +2,547 New
Creative Planning
63
Creative Planning
Kansas
$17K -$2.53K -223 -13%
US Bancorp
64
US Bancorp
Minnesota
$17K +$11.2K +985 +191%
DOA
65
D'Orazio & Associates
Virginia
$17K +$17K +1,500 New
BC
66
Bartlett & Co
Ohio
$16K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$12K +$177 +15 +2%
WEC
68
Winslow Evans & Crocker
Massachusetts
$11K +$11K +1,000 New
Nomura Holdings
69
Nomura Holdings
Japan
$8K +$8K +754 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$7K +$7K +600 New
MA
71
MUFG Americas
New York
$1K -$2.86K -378 -74%
Comerica Bank
72
Comerica Bank
Texas
– -$182K -15,689 Closed
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$162K -13,980 Closed
Deutsche Bank
74
Deutsche Bank
Germany
– -$11K -1,000 Closed
TWA
75
TCI Wealth Advisors
Arizona
– -$7K -600 Closed
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