WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

79 hedge funds and large institutions have $271M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.81%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
6
Increased
18
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$1.42M
2
Morgan Stanley
Morgan Stanley
New York
+$1.14M
3
RGC
Roberts, Glore & Co
Illinois
+$1.13M
4
Wells Fargo
Wells Fargo
California
+$1.01M
5
COLIM
City of London Investment Management
United Kingdom
+$952K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$1.42M
2
SIA
Sit Investment Associates
Minnesota
-$1.08M
3
Invesco
Invesco
Georgia
-$941K
4
Bank of America
Bank of America
North Carolina
-$654K
5
PCM
PenderFund Capital Management
British Columbia, Canada
-$461K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
51
CSS LLC
Illinois
$149K – – –
IA
52
IFP Advisors
Florida
$145K -$14.6K -1,311 -9%
DIS
53
Diversified Investment Strategies
Louisiana
$143K – – –
WC
54
Whitney & Co
New York
$128K – – –
LCS
55
Levin Capital Strategies
New York
$123K – – –
SG Americas Securities
56
SG Americas Securities
New York
$121K -$217K -19,422 -64%
CHA
57
Carmichael Hill & Associates
Maryland
$112K – – –
AG
58
Advisor Group
Arizona
$94K -$11.7K -1,050 -11%
SPIA
59
Steward Partners Investment Advisory
New York
$73K – – –
CF
60
Centaurus Financial
California
$50K +$50K +4,471 New
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$31K – – –
OFW
62
Omnia Family Wealth
Florida
$28K – – –
MPWT
63
MassMutual Private Wealth & Trust
Connecticut
$22.3K +$22.3K +2,000 New
PA
64
Parallel Advisors
California
$22K +$22K +2,006 New
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$21K +$8.63K +766 +70%
GT
66
Glenmede Trust
Pennsylvania
$17K – – –
Citigroup
67
Citigroup
New York
$11K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$11K – – –
BCWM
69
Bartlett & Co Wealth Management
Ohio
$7.31K – – –
SEI Investments
70
SEI Investments
Pennsylvania
$7K – – –
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$7K – – –
BC
72
Bartlett & Co
Ohio
$7K – – –
WEC
73
Winslow Evans & Crocker
Massachusetts
$6K -$6K -500 -50%
CFA
74
Carroll Financial Associates
North Carolina
$5K – – –
GI
75
Gradient Investments
Minnesota
$4K -$64 -6 -2%
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