WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

88 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
11
Increased
38
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.13M
2
RCM
Rivernorth Capital Management
Florida
+$5.57M
3
MC
Matisse Capital
Oregon
+$2.12M
4
Morgan Stanley
Morgan Stanley
New York
+$1.85M
5
RGC
Roberts, Glore & Co
Illinois
+$1.84M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$25.3M
2
WAM
Wolverine Asset Management
Illinois
-$1.22M
3
BL
BFSG LLC
California
-$288K
4
LCM
Landscape Capital Management
New Jersey
-$273K
5
RJA
Raymond James & Associates
Florida
-$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$273K -$519 -45 -0.2%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$265K – – –
WKWM
53
Walter & Keenan Wealth Management
Indiana
$262K +$645 +56 +0.2%
OC
54
Oppenheimer & Co
New York
$252K +$20.8K +1,800 +9%
FIA
55
FNY Investment Advisers
New York
$242K -$105K -9,109 -30%
CRC
56
Curi RMB Capital
Illinois
$234K +$8.07K +700 +4%
WS
57
Wedbush Securities
California
$230K -$15.1K -1,305 -6%
AG
58
Advisor Group
Arizona
$215K -$3.5K -303 -2%
RJT
59
Raymond James Trust
Florida
$204K +$204K +17,662 New
LPL Financial
60
LPL Financial
California
$192K +$36.9K +3,203 +24%
DA
61
Doliver Advisors
Texas
$187K +$27.9K +2,417 +18%
US Bancorp
62
US Bancorp
Minnesota
$182K -$7.75K -670 -4%
CL
63
CSS LLC
Illinois
$158K +$1.02K +88 +0.6%
FFA
64
First Foundation Advisors
California
$156K – – –
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$149K – – –
Walleye Trading
66
Walleye Trading
New York
$149K +$149K +12,900 New
CHA
67
Carmichael Hill & Associates
Maryland
$133K – – –
FHA
68
First Horizon Advisors
Tennessee
$132K – – –
LCS
69
Levin Capital Strategies
New York
$128K – – –
WC
70
Whitney & Co
New York
$115K – – –
LWM
71
Liberty Wealth Management
California
$44K +$424 +37 +1%
RIA
72
Realta Investment Advisors
Delaware
$35K +$232 +21 +0.7%
AWM
73
Avior Wealth Management
Nebraska
$32K +$32K +2,800 New
FHA
74
Flagship Harbor Advisors
Massachusetts
$18K – – –
GT
75
Glenmede Trust
Pennsylvania
$17K – – –
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3
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