WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

73 hedge funds and large institutions have $261M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
4
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$59.7M
2
RCM
Rivernorth Capital Management
Florida
$20.7M
3
RGC
Roberts, Glore & Co
Illinois
$3.32M
4
CRC
Curi RMB Capital
Illinois
$922K
5
WAM
Wolverine Asset Management
Illinois
$740K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$8.14M
2
FFA
First Foundation Advisors
California
$1.81M
3
1CP
1607 Capital Partners
Virginia
$31.9M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
$614K
5
GC
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DIS
51
Diversified Investment Strategies
Louisiana
$161K – – –
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$149K -$2.04K -185 -1%
CL
53
CSS LLC
Illinois
$147K – – –
IA
54
IFP Advisors
Florida
$137K +$24.1K +2,184 +21%
LCS
55
Levin Capital Strategies
New York
$122K – – –
HH
56
Hilltop Holdings
Texas
$115K – – –
WA
57
WFG Advisors
Texas
$63K +$63K +5,737 New
AG
58
Advisor Group
Arizona
$54K -$30.5K -2,800 -36%
GT
59
Glenmede Trust
Pennsylvania
$33K – – –
Citigroup
60
Citigroup
New York
$12K – – –
WEC
61
Winslow Evans & Crocker
Massachusetts
$11K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$10K – – –
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$9K +$2.59K +242 +40%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$8K +$80 +7 +1%
BC
66
Bartlett & Co
Ohio
$7K – – –
Creative Planning
67
Creative Planning
Kansas
$4K – – –
CFA
68
Carroll Financial Associates
North Carolina
$4K – – –
WIM
69
Westside Investment Management
California
$2.56K – – –
WT
70
Whittier Trust
California
$1K – – –
GWM
71
Geneos Wealth Management
Colorado
$1K – – –
GC
72
Guggenheim Capital
Illinois
– -$572K -51,216 Closed
PR
73
Payden & Rygel
California
– -$219K -19,600 Closed
LCM
74
Laurion Capital Management
New York
– -$116K -10,400 Closed
FAAS
75
First Allied Advisory Services
California
– -$116K -10,380 Closed
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