WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

81 hedge funds and large institutions have $276M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+6
Holders Change %
+8%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$81.8M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.71M
3
RCM
Rivernorth Capital Management
Florida
$24M
4
SIA
Sit Investment Associates
Minnesota
$8.33M
5
Morgan Stanley
Morgan Stanley
New York
$10.6M

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
$2.88M
2
NCMW
Northern Capital Management (Wisconsin)
Wisconsin
$0
3
KIM
Karpus Investment Management
New York
$12.5M
4
Geode Capital Management
Geode Capital Management
Massachusetts
$217K
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$205K – – –
SG Americas Securities
52
SG Americas Securities
New York
$193K -$32.3K -2,833 -14%
FAAS
53
First Allied Advisory Services
California
$190K +$58K +5,080 +44%
IA
54
IFP Advisors
Florida
$163K +$6.67K +586 +4%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$153K -$1.24K -109 -0.8%
CL
56
CSS LLC
Illinois
$153K – – –
BRWA
57
B. Riley Wealth Advisors
Florida
$136K +$136K +11,927 New
AG
58
Advisor Group
Arizona
$129K +$88.2K +7,700 +216%
LCS
59
Levin Capital Strategies
New York
$126K – – –
LPL Financial
60
LPL Financial
California
$125K -$382K -33,457 -75%
HH
61
Hilltop Holdings
Texas
$119K +$119K +10,415 New
CHA
62
Carmichael Hill & Associates
Maryland
$115K +$115K +10,028 New
SPIA
63
Steward Partners Investment Advisory
New York
$74K +$64.9K +5,742 +713%
BBPWM
64
Blue Bell Private Wealth Management
Pennsylvania
$31K +$12.2K +1,101 +65%
LFA
65
Legacy Financial Advisors
Kentucky
$27K +$27K +2,400 New
BlackRock
66
BlackRock
New York
$23K +$23K +2,000 New
GT
67
Glenmede Trust
Pennsylvania
$17K – – –
Citigroup
68
Citigroup
New York
$12K – – –
WEC
69
Winslow Evans & Crocker
Massachusetts
$11.4K – – –
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$11K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7K – – –
BC
72
Bartlett & Co
Ohio
$7K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$7K +$7K +600 New
WCM
74
Whitener Capital Management
North Carolina
$6K +$6K +600 New
CFA
75
Carroll Financial Associates
North Carolina
$5K – – –
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