WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

71 hedge funds and large institutions have $254M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
1.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
11
Increased
22
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$15.3M
2
Bank of America
2
Bank of America
North Carolina
$7.56M
3
DA
3
Doliver Advisors
Texas
$909K
4
Invesco
4
Invesco
Georgia
$9.05M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.72M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$0
2
1CP
2
1607 Capital Partners
Virginia
$41M
3
Wells Fargo
3
Wells Fargo
California
$47.3M
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFN
51
Cordasco Financial Network
Florida
$124K -$45K -4,052 -27%
LCS
52
Levin Capital Strategies
New York
$123K – – –
HH
53
Hilltop Holdings
Texas
$116K – – –
IA
54
IFP Advisors
Florida
$106K +$106K +9,526 New
AG
55
Advisor Group
Arizona
$89K +$89K +8,087 New
SHJ
56
Sharkey, Howes & Javer
Colorado
$43K – – –
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$33K -$22K -2,000 -40%
GT
58
Glenmede Trust
Pennsylvania
$33K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$27K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$27K – – –
BC
61
Bartlett & Co
Ohio
$16K – – –
DADC
62
D.A. Davidson & Co
Montana
$14K +$5.59K +539 +67%
WEC
63
Winslow Evans & Crocker
Massachusetts
$11.1K – – –
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$8K +$71 +6 +0.9%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7K – – –
CFA
66
Carroll Financial Associates
North Carolina
$5K – – –
TRCT
67
Tower Research Capital (TRC)
New York
$4K -$5.47K -520 -58%
Creative Planning
68
Creative Planning
Kansas
$4K – – –
MRCM
69
M&R Capital Management
New Jersey
$4K +$4K +400 New
MFS
70
MSI Financial Services
Massachusetts
$2K -$212 -23 -10%
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K +$2K +200 New
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
– -$5.6M -506,713 Closed
WAM
73
Wolverine Asset Management
Illinois
– -$683K -61,821 Closed
SG Americas Securities
74
SG Americas Securities
New York
– -$614K -55,517 Closed
TWM
75
Torch Wealth Management
Ohio
– -$192K -17,325 Closed
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