WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

77 hedge funds and large institutions have $257M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
12
Increased
27
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$5.56M
2
Bank of America
2
Bank of America
North Carolina
$11.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.86M
4
Morgan Stanley
4
Morgan Stanley
New York
$9.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.82M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$12.4M
2
Wells Fargo
2
Wells Fargo
California
$43M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$0
4
1CP
4
1607 Capital Partners
Virginia
$39.5M
5
MIG
5
Mariner Investment Group
New York
$743K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
$156K +$156K +13,969 New
CL
52
CSS LLC
Illinois
$148K +$851 +76 +0.6%
TWM
53
Torch Wealth Management
Ohio
$127K +$127K +11,331 New
CFN
54
Cordasco Financial Network
Florida
$124K – – –
HH
55
Hilltop Holdings
Texas
$117K – – –
IA
56
IFP Advisors
Florida
$107K +$67 +6 +0.1%
AG
57
Advisor Group
Arizona
$91K – – –
SHJ
58
Sharkey, Howes & Javer
Colorado
$44K – – –
TJHA
59
Thomas J. Herzfeld Advisors
Florida
$34K – – –
NFG
60
Next Financial Group
Texas
$34K +$34K +3,065 New
GT
61
Glenmede Trust
Pennsylvania
$33K – – –
Creative Planning
62
Creative Planning
Kansas
$28K +$23.6K +2,100 +540%
Citigroup
63
Citigroup
New York
$27K -$201K -18,104 -88%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$27K -$180 -16 -0.7%
WRM
65
Westport Resources Management
Connecticut
$25K -$151K -13,683 -86%
BC
66
Bartlett & Co
Ohio
$16K – – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$15K -$12.5K -1,100 -45%
WEC
68
Winslow Evans & Crocker
Massachusetts
$11.2K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$8K +$82 +7 +1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +700 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7K – – –
CFA
72
Carroll Financial Associates
North Carolina
$5K – – –
MFS
73
MSI Financial Services
Massachusetts
$3K +$900 +93 +43%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
LCS
75
Levin Capital Strategies
New York
$124 – – –
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3
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