WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

77 hedge funds and large institutions have $256M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.92%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
11
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$17.4M
2
Wells Fargo
Wells Fargo
California
$52.9M
3
FFA
First Foundation Advisors
California
$2.87M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.03M
5
RGC
Roberts, Glore & Co
Illinois
$2.36M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$29M
2
Bank of America
Bank of America
North Carolina
$10.9M
3
SIA
Sit Investment Associates
Minnesota
$6.27M
4
1CP
1607 Capital Partners
Virginia
$33.2M
5
Invesco
Invesco
Georgia
$8.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCS
51
Levin Capital Strategies
New York
$124K – – –
Millennium Management
52
Millennium Management
New York
$117K +$117K +10,465 New
HH
53
Hilltop Holdings
Texas
$116K – – –
FAAS
54
First Allied Advisory Services
California
$116K +$2.79K +250 +2%
LCM
55
Laurion Capital Management
New York
$116K +$116K +10,400 New
IA
56
IFP Advisors
Florida
$114K +$7.56K +677 +7%
AG
57
Advisor Group
Arizona
$87K -$22.4K -2,000 -20%
SHJ
58
Sharkey, Howes & Javer
Colorado
$44K – – –
WAM
59
Wolverine Asset Management
Illinois
$41K +$41K +3,724 New
GT
60
Glenmede Trust
Pennsylvania
$33K – – –
PB
61
Pinnacle Bancorp
Nebraska
$22K +$22K +2,000 New
Citigroup
62
Citigroup
New York
$12K +$11.5K +1,017 +2,260%
WEC
63
Winslow Evans & Crocker
Massachusetts
$11.2K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$11K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$8K +$69 +6 +0.9%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$7K – – –
BC
68
Bartlett & Co
Ohio
$7K – – –
CFA
69
Carroll Financial Associates
North Carolina
$5K – – –
AAP
70
Arax Advisory Partners
Colorado
$5K +$20 +2 +0.4%
Creative Planning
71
Creative Planning
Kansas
$4K – – –
WIM
72
Westside Investment Management
California
$2.6K – – –
GWM
73
Geneos Wealth Management
Colorado
$1K – – –
WT
74
Whittier Trust
California
$1K +$1K +54 New
CA
75
Cetera Advisors
Colorado
– -$156K -14,000 Closed
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3
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