WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $230M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
1.94%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
6
Increased
18
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$8.91M
2
HK
Horizon Kinetics
New York
+$5.17M
3
CS
Credit Suisse
Switzerland
+$4.35M
4
MIG
Mariner Investment Group
New York
+$1.8M
5
RJA
Raymond James & Associates
Florida
+$1.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.06M
2
TC
TFS Capital
Pennsylvania
-$1.22M
3
SIA
Sit Investment Associates
Minnesota
-$1.13M
4
PPA
Parametric Portfolio Associates
Washington
-$648K
5
ST
Sentinel Trust
Texas
-$518K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$122K -$174 -15 -0.1%
AIG
52
American International Group
New York
$108K -$25.6K -2,200 -19%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$101K +$16.3K +1,400 +19%
WA
54
WFG Advisors
Texas
$76K +$38.8K +3,348 +104%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$53K – – –
TFO
56
Tarbox Family Office
California
$32K +$5.76K +500 +22%
Creative Planning
57
Creative Planning
Kansas
$32K +$14.7K +1,280 +85%
CAL
58
Capital Advisors Ltd
Ohio
$30K – – –
US Bancorp
59
US Bancorp
Minnesota
$17K – – –
BC
60
Bartlett & Co
Ohio
$17K – – –
DOA
61
D'Orazio & Associates
Virginia
$17K – – –
Ameriprise
62
Ameriprise
Minnesota
$13K +$13K +1,135 New
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$12K -$180 -15 -1%
WEC
64
Winslow Evans & Crocker
Massachusetts
$11.6K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7K – – –
TRCT
66
Tower Research Capital (TRC)
New York
$3K -$116K -11,616 -97%
PPA
67
Parametric Portfolio Associates
Washington
– -$648K -57,511 Closed
ST
68
Sentinel Trust
Texas
– -$518K -45,944 Closed
SG Americas Securities
69
SG Americas Securities
New York
– -$429K -38,093 Closed
PP
70
Paloma Partners
Connecticut
– -$411K -36,486 Closed
VAM
71
Visium Asset Management
New York
– -$273K -24,264 Closed
Jane Street
72
Jane Street
New York
– -$200K -17,746 Closed
VKH
73
Virtu KCG Holdings
New York
– -$177K -15,748 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$162K -14,406 Closed
BRWA
75
B. Riley Wealth Advisors
Florida
– -$125K -11,063 Closed
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