WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

75 hedge funds and large institutions have $268M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+2
Holders Change %
+2.74%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
8
Increased
28
Reduced
21
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$67.5M
2
COLIM
City of London Investment Management
United Kingdom
$3.1M
3
SFPIA
Stevens First Principles Investment Advisors
California
$7.05M
4
Bank of America
Bank of America
North Carolina
$11.9M
5
Morgan Stanley
Morgan Stanley
New York
$9.05M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$24.7M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$2.73M
3
Cohen & Steers
Cohen & Steers
New York
$0
4
1CP
1607 Capital Partners
Virginia
$31.3M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$155K +$15K +1,327 +11%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$153K – – –
CL
53
CSS LLC
Illinois
$151K +$485 +43 +0.3%
FAAS
54
First Allied Advisory Services
California
$131K +$131K +11,555 New
LCS
55
Levin Capital Strategies
New York
$125K – – –
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$122K +$122K +10,851 New
MC
57
Matisse Capital
Oregon
$120K +$120K +10,600 New
MA
58
MUFG Americas
New York
$49K +$49K +4,322 New
AG
59
Advisor Group
Arizona
$40K -$15.8K -1,401 -28%
BBPWM
60
Blue Bell Private Wealth Management
Pennsylvania
$19K +$19K +1,697 New
GT
61
Glenmede Trust
Pennsylvania
$16K -$16K -1,500 -50%
Citigroup
62
Citigroup
New York
$12K – – –
WEC
63
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$11K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$9K -$2.02K -181 -18%
PCM
66
Penserra Capital Management
California
$9K +$9K +804 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$8K +$68 +6 +0.9%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$7K -$2.82K -242 -29%
BC
69
Bartlett & Co
Ohio
$7K – – –
CFA
70
Carroll Financial Associates
North Carolina
$5K – – –
WIM
71
Westside Investment Management
California
$2.56K – – –
GWM
72
Geneos Wealth Management
Colorado
$1K – – –
WT
73
Whittier Trust
California
$1K – – –
SEI Investments
74
SEI Investments
Pennsylvania
$1K +$1K +57 New
Cohen & Steers
75
Cohen & Steers
New York
– -$2.28M -207,008 Closed
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