WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $247M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
4
Increased
20
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
$44M
2
GWI
Grace & White Inc
New York
$1.88M
3
MIG
Mariner Investment Group
New York
$5.67M
4
Invesco
Invesco
Georgia
$10.6M
5
DA
Doliver Advisors
Texas
$1.55M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$26.3M
2
EML
Eos Management LP
New York
$1.44M
3
Morgan Stanley
Morgan Stanley
New York
$5.33M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.92M
5
KIM
Karpus Investment Management
New York
$30.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
51
Levin Capital Strategies
New York
$128K – – –
Citigroup
52
Citigroup
New York
$116K – – –
AIG
53
American International Group
New York
$107K – – –
WA
54
WFG Advisors
Texas
$80K +$5.99K +517 +8%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$68K -$20.9K -1,800 -23%
PAI
56
Pittenger & Anderson Inc
Nebraska
$46K – – –
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$41K – – –
TFO
58
Tarbox Family Office
California
$32K – – –
CAL
59
Capital Advisors Ltd
Ohio
$29K -$11 -1 -0%
Ameriprise
60
Ameriprise
Minnesota
$22K – – –
BC
61
Bartlett & Co
Ohio
$17K -$82 -7 -0.5%
Creative Planning
62
Creative Planning
Kansas
$17K – – –
DOA
63
D'Orazio & Associates
Virginia
$17K – – –
NFG
64
Next Financial Group
Texas
$17K +$17K +1,465 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$12K -$17K -1,417 -59%
WEC
66
Winslow Evans & Crocker
Massachusetts
$11.6K – – –
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K – – –
FFA
68
First Foundation Advisors
California
– -$219K -17,817 Closed
AP
69
Advisors Preferred
Maryland
– -$179K -14,531 Closed
TRCT
70
Tower Research Capital (TRC)
New York
– -$49K -4,000 Closed
BRWA
71
B. Riley Wealth Advisors
Florida
– -$28.3K -2,298 Closed
GSC
72
Ground Swell Capital
South Carolina
– -$3K -221 Closed
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