WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

64 hedge funds and large institutions have $239M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.71%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
21
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
Financial & Investment Management Group
Michigan
+$13.6M
2
1CP
1607 Capital Partners
Virginia
+$2.88M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.85M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.21M
5
CPO
Cerity Partners OCIO
New York
+$673K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.59M
2
AIM
Assured Investment Management
New York
-$3M
3
CS
Credit Suisse
Switzerland
-$2.7M
4
MIG
Mariner Investment Group
New York
-$1.98M
5
EML
Eos Management LP
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$105K – – –
WA
52
WFG Advisors
Texas
$80K +$1.73K +153 +2%
PAI
53
Pittenger & Anderson Inc
Nebraska
$45K – – –
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$36K -$3.3K -300 -8%
TFO
55
Tarbox Family Office
California
$31K – – –
CAL
56
Capital Advisors Ltd
Ohio
$29K +$11 +1 +0%
DOA
57
D'Orazio & Associates
Virginia
$17K – – –
Creative Planning
58
Creative Planning
Kansas
$17K – – –
BC
59
Bartlett & Co
Ohio
$16K – – –
WEC
60
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$7K – – –
NSIM
62
North Star Investment Management
Illinois
$6K +$6K +500 New
BIM
63
BlackRock Investment Management
Delaware
$4K +$4K +325 New
NFG
64
Next Financial Group
Texas
$2K -$12.7K -1,265 -86%
BRWA
65
B. Riley Wealth Advisors
Florida
$26 +$26 +2,304 New
AIM
66
Assured Investment Management
New York
– -$3M -258,844 Closed
EML
67
Eos Management LP
New York
– -$1.44M -123,836 Closed
TWM
68
Torch Wealth Management
Ohio
– -$192K -16,607 Closed
TC
69
TFS Capital
Pennsylvania
– -$176K -15,162 Closed
Goldman Sachs
70
Goldman Sachs
New York
– -$162K -14,001 Closed
Ameriprise
71
Ameriprise
Minnesota
– -$22K -1,885 Closed
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