WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

73 hedge funds and large institutions have $259M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
7
Increased
29
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$49.2M
2
RCM
Rivernorth Capital Management
Florida
$11.5M
3
Morgan Stanley
Morgan Stanley
New York
$13.2M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.33M
5
KIM
Karpus Investment Management
New York
$14.5M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$8.19M
2
1CP
1607 Capital Partners
Virginia
$34.1M
3
FIMG
Financial & Investment Management Group
Michigan
$40.8M
4
COLIM
City of London Investment Management
United Kingdom
$926K
5
Geode Capital Management
Geode Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
51
Levin Capital Strategies
New York
$123K – – –
HH
52
Hilltop Holdings
Texas
$116K – – –
FAAS
53
First Allied Advisory Services
California
$113K +$113K +10,130 New
AG
54
Advisor Group
Arizona
$109K +$18.7K +1,671 +21%
IA
55
IFP Advisors
Florida
$106K +$67 +6 +0.1%
SHJ
56
Sharkey, Howes & Javer
Colorado
$43K – – –
NFG
57
Next Financial Group
Texas
$34K – – –
GT
58
Glenmede Trust
Pennsylvania
$33K – – –
WEC
59
Winslow Evans & Crocker
Massachusetts
$11.1K – – –
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$11K -$15.4K -1,400 -58%
SPIA
61
Steward Partners Investment Advisory
New York
$10K +$10K +986 New
CFN
62
Cordasco Financial Network
Florida
$9K -$114K -10,352 -93%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$8K +$70 +6 +0.9%
BC
64
Bartlett & Co
Ohio
$7K -$8.54K -800 -55%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7K – – –
CFA
66
Carroll Financial Associates
North Carolina
$5K – – –
AAP
67
Arax Advisory Partners
Colorado
$5K +$5K +490 New
Creative Planning
68
Creative Planning
Kansas
$4K -$21.6K -2,100 -84%
WIM
69
Westside Investment Management
California
$2.59K +$2.59K +233 New
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2K – – –
Citigroup
71
Citigroup
New York
$1K -$53.1K -2,391 -98%
GWM
72
Geneos Wealth Management
Colorado
$1K +$1K +162 New
Geode Capital Management
73
Geode Capital Management
Massachusetts
– -$1.76M -157,460 Closed
DA
74
Doliver Advisors
Texas
– -$1.25M -111,225 Closed
KAM
75
Knightsbridge Asset Management
California
– -$394K -35,180 Closed
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