WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

69 hedge funds and large institutions have $227M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
11
Increased
23
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$45.7M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$5.75M
3
CS
Credit Suisse
Switzerland
$3.28M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.55M
5
ICM
Ionic Capital Management
New York
$383K

Top Sellers

1
KIM
Karpus Investment Management
New York
$22.3M
2
UBS Group
UBS Group
Switzerland
$1.1M
3
IAS
IMA Advisory Services
Colorado
$0
4
MIG
Mariner Investment Group
New York
$1.58M
5
RJA
Raymond James & Associates
Florida
$820K
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
51
North Star Investment Management
Illinois
$126K +$121K +11,600 +2,320%
LCS
52
Levin Capital Strategies
New York
$115K – – –
HH
53
Hilltop Holdings
Texas
$108K +$108K +10,415 New
AIG
54
American International Group
New York
$107K +$24.2K +2,320 +29%
WA
55
WFG Advisors
Texas
$57K +$155 +15 +0.3%
TJHA
56
Thomas J. Herzfeld Advisors
Florida
$52K -$227K -21,794 -81%
SHJ
57
Sharkey, Howes & Javer
Colorado
$41K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$34K – – –
BA
59
BlackRock Advisors
Delaware
$33K +$33K +3,171 New
GT
60
Glenmede Trust
Pennsylvania
$31K +$31K +3,000 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$25K – – –
Creative Planning
62
Creative Planning
Kansas
$20K +$20K +1,889 New
DOA
63
D'Orazio & Associates
Virginia
$16K – – –
BC
64
Bartlett & Co
Ohio
$15K – – –
WEC
65
Winslow Evans & Crocker
Massachusetts
$10.4K – – –
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$6K – – –
MBT
67
Monroe Bank & Trust
Michigan
$5K +$5K +500 New
MFS
68
MSI Financial Services
Massachusetts
$2K – – –
NFG
69
Next Financial Group
Texas
$2K – – –
IAS
70
IMA Advisory Services
Colorado
– -$639K -57,080 Closed
PAM
71
Panagora Asset Management
Massachusetts
– -$223K -19,915 Closed
PIA
72
Peachtree Investment Advisors
Georgia
– -$196K -17,509 Closed
Ameriprise
73
Ameriprise
Minnesota
– -$130K -11,579 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$123K -10,993 Closed
CAL
75
Capital Advisors Ltd
Ohio
– -$28K -2,547 Closed
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