WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

67 hedge funds and large institutions have $235M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-1
Holders Change %
-1.47%
% 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
9
Increased
19
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$41M
2
COLIM
2
City of London Investment Management
United Kingdom
$1.55M
3
Morgan Stanley
3
Morgan Stanley
New York
$6.95M
4
AA
4
Ancora Advisors
Ohio
$1.15M
5
LCM
5
Landscape Capital Management
New Jersey
$1.31M

Top Sellers

1
MIG
1
Mariner Investment Group
New York
$2.19M
2
IA
2
Icon Advisers
Colorado
$1.04M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.27M
5
DA
5
Doliver Advisors
Texas
$539K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
51
American International Group
New York
$89.1K -$14.5K -1,300 -14%
WA
52
WFG Advisors
Texas
$61K -$6.52K -587 -10%
SHJ
53
Sharkey, Howes & Javer
Colorado
$44K +$24.3K +2,150 +123%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$37K – – –
CAL
55
Capital Advisors Ltd
Ohio
$28K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$27K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$17K -$22.7K -2,000 -57%
DOA
58
D'Orazio & Associates
Virginia
$17K – – –
BC
59
Bartlett & Co
Ohio
$16K – – –
PMFA
60
Plante Moran Financial Advisors
Michigan
$16K +$16K +1,425 New
WEC
61
Winslow Evans & Crocker
Massachusetts
$11.2K – – –
S
62
SignatureFD
Georgia
$11K -$17.1K -1,520 -61%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$7K – – –
NSIM
64
North Star Investment Management
Illinois
$6K – – –
MFS
65
MSI Financial Services
Massachusetts
$3K -$36.8K -2,941 -92%
NFG
66
Next Financial Group
Texas
$2K – – –
CCB
67
Cutter & Co Brokerage
Missouri
– -$377K -33,215 Closed
WAM
68
Wolverine Asset Management
Illinois
– -$194K -17,117 Closed
SGCA
69
Steel Grove Capital Advisors
Tennessee
– -$153K -13,501 Closed
SPC
70
Sigma Planning Corp
Michigan
– -$125K -11,028 Closed
HH
71
Hilltop Holdings
Texas
– -$118K -10,415 Closed
TFO
72
Tarbox Family Office
California
– -$32K -2,778 Closed
Creative Planning
73
Creative Planning
Kansas
– -$30K -2,639 Closed
Citigroup
74
Citigroup
New York
– -$8K -683 Closed
Geode Capital Management
75
Geode Capital Management
Massachusetts
– -$805K – –
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