WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

83 hedge funds and large institutions have $273M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+2
Holders Change %
+2.47%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
26
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.52M
2
COLIM
City of London Investment Management
United Kingdom
+$1.29M
3
RJA
Raymond James & Associates
Florida
+$862K
4
SFPIA
Stevens First Principles Investment Advisors
California
+$717K
5
UBS Group
UBS Group
Switzerland
+$662K

Top Sellers

1
FIMG
Financial & Investment Management Group
Michigan
-$2.88M
2
Wells Fargo
Wells Fargo
California
-$1.69M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$1.62M
4
RCM
Rivernorth Capital Management
Florida
-$1.58M
5
1CP
1607 Capital Partners
Virginia
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Matisse Capital
Oregon
$179K -$258K -22,800 -59%
IA
52
IFP Advisors
Florida
$163K – – –
FAAS
53
First Allied Advisory Services
California
$162K -$26.3K -2,325 -14%
BRWA
54
B. Riley Wealth Advisors
Florida
$155K +$19.8K +1,747 +15%
Fiera Capital (Canada)
55
Fiera Capital (Canada)
Quebec, Canada
$154K +$2.27K +201 +1%
CL
56
CSS LLC
Illinois
$151K – – –
DIS
57
Diversified Investment Strategies
Louisiana
$145K -$186K -16,400 -56%
WC
58
Whitney & Co
New York
$130K +$130K +11,500 New
LCS
59
Levin Capital Strategies
New York
$125K – – –
CHA
60
Carmichael Hill & Associates
Maryland
$114K – – –
AG
61
Advisor Group
Arizona
$107K -$20.4K -1,800 -16%
SPIA
62
Steward Partners Investment Advisory
New York
$74K – – –
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$31K – – –
OFW
64
Omnia Family Wealth
Florida
$28K +$28K +2,500 New
OBWP
65
O'Brien Wealth Partners
Massachusetts
$28K +$28K +2,500 New
GT
66
Glenmede Trust
Pennsylvania
$17K – – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$12K +$12K +1,099 New
WEC
68
Winslow Evans & Crocker
Massachusetts
$11.3K – – –
Citigroup
69
Citigroup
New York
$11K -$682 -62 -6%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$11K – – –
MOS
71
MGO One Seven
Ohio
$9K +$4.35K +392 +93%
BCWM
72
Bartlett & Co Wealth Management
Ohio
$7.43K +$7.43K +656 New
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$7K – – –
BC
74
Bartlett & Co
Ohio
$7K – – –
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$7K +$7K +600 New
1 2
3
4