WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

69 hedge funds and large institutions have $252M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
7
Increased
22
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.9M
2
SFPIA
Stevens First Principles Investment Advisors
California
+$5.97M
3
Bank of America
Bank of America
North Carolina
+$2.62M
4
FIMG
Financial & Investment Management Group
Michigan
+$1.07M
5
COLIM
City of London Investment Management
United Kingdom
+$771K

Top Sellers

1
Baird Financial Group
Baird Financial Group
Wisconsin
-$3.43M
2
CS
Credit Suisse
Switzerland
-$3.24M
3
Morgan Stanley
Morgan Stanley
New York
-$1.89M
4
1CP
1607 Capital Partners
Virginia
-$1.62M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRM
51
Westport Resources Management
Connecticut
$70K -$90.6K -8,135 -56%
TJHA
52
Thomas J. Herzfeld Advisors
Florida
$55K – – –
SHJ
53
Sharkey, Howes & Javer
Colorado
$43K – – –
GT
54
Glenmede Trust
Pennsylvania
$33K – – –
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$27K +$179 +16 +0.7%
BC
57
Bartlett & Co
Ohio
$16K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$11.1K – – –
TRCT
59
Tower Research Capital (TRC)
New York
$10K +$10K +900 New
DADC
60
D.A. Davidson & Co
Montana
$8K +$8K +810 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$7K -$125K -11,994 -95%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$7K -$9.33K -800 -57%
MBT
63
Monroe Bank & Trust
Michigan
$6K – – –
Creative Planning
64
Creative Planning
Kansas
$4K -$13.3K -1,293 -77%
CFA
65
Carroll Financial Associates
North Carolina
$4K +$4K +451 New
Citigroup
66
Citigroup
New York
$3K -$10.2K -1,011 -77%
MFS
67
MSI Financial Services
Massachusetts
$3K – – –
Geode Capital Management
68
Geode Capital Management
Massachusetts
$1.78K -$1.43M – –
WA
69
WFG Advisors
Texas
$1K -$7.89K -821 -89%
Baird Financial Group
70
Baird Financial Group
Wisconsin
– -$3.43M -333,313 Closed
CS
71
Credit Suisse
Switzerland
– -$3.24M -315,102 Closed
IA
72
Icon Advisers
Colorado
– -$1.12M -108,660 Closed
ICM
73
Ionic Capital Management
New York
– -$559K -54,318 Closed
DA
74
Doliver Advisors
Texas
– -$474K -46,043 Closed
Squarepoint
75
Squarepoint
New York
– -$465K -45,200 Closed
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