WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

68 hedge funds and large institutions have $226M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
11
Increased
25
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
+$2.28M
2
IA
Icon Advisers
Colorado
+$2.04M
3
Morgan Stanley
Morgan Stanley
New York
+$1.33M
4
HFS
HL Financial Services
Kentucky
+$1.27M
5
FIMG
Financial & Investment Management Group
Michigan
+$1.15M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.3M
2
HK
Horizon Kinetics
New York
-$4.09M
3
Invesco
Invesco
Georgia
-$1.2M
4
CPO
Cerity Partners OCIO
New York
-$1.04M
5
AA
Ancora Advisors
Ohio
-$932K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$105K – – –
WA
52
WFG Advisors
Texas
$69K -$11.2K -987 -14%
TRCT
53
Tower Research Capital (TRC)
New York
$40K +$40K +3,500 New
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
MFS
55
MSI Financial Services
Massachusetts
$36K -$90.5K -8,001 -72%
TFO
56
Tarbox Family Office
California
$32K – – –
Creative Planning
57
Creative Planning
Kansas
$30K +$12.9K +1,136 +76%
CAL
58
Capital Advisors Ltd
Ohio
$29K – – –
S
59
SignatureFD
Georgia
$28K +$28K +2,497 New
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$27K +$27K +2,400 New
PAM
61
Panagora Asset Management
Massachusetts
$23K +$23K +2,022 New
SHJ
62
Sharkey, Howes & Javer
Colorado
$20K +$20K +1,750 New
BC
63
Bartlett & Co
Ohio
$17K – – –
DOA
64
D'Orazio & Associates
Virginia
$17K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
Citigroup
66
Citigroup
New York
$8K -$135K -11,556 -94%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K – – –
NSIM
68
North Star Investment Management
Illinois
$6K – – –
NFG
69
Next Financial Group
Texas
$2K – – –
CPO
70
Cerity Partners OCIO
New York
– -$1.04M -35,477 Closed
V
71
Veritable
Delaware
– -$359K -31,734 Closed
NPC
72
National Planning Corporation
California
– -$123K -10,871 Closed
PAI
73
Pittenger & Anderson Inc
Nebraska
– -$45K -4,000 Closed
BRWA
74
B. Riley Wealth Advisors
Florida
– -$26 -2,304 Closed
BIM
75
BlackRock Investment Management
Delaware
– -$4K -325 Closed
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