WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $326M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
8
Increased
35
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
$11.7M
2
HighTower Advisors
HighTower Advisors
Illinois
$7.68M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.62M
4
SIA
Sit Investment Associates
Minnesota
$43.2M
5
Morgan Stanley
Morgan Stanley
New York
$25.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$46.5M
2
PCP
Proficio Capital Partners
Massachusetts
$1.5M
3
PCM
PenderFund Capital Management
British Columbia, Canada
$0
4
Bank of America
Bank of America
North Carolina
$8.07M
5
MIG
Mariner Investment Group
New York
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
51
Matisse Capital
Oregon
$471K – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$437K +$70.4K +5,792 +19%
WAM
53
Wolverine Asset Management
Illinois
$428K +$240K +19,736 +128%
Osaic Holdings
54
Osaic Holdings
Arizona
$410K -$316K -25,996 -44%
TCA
55
Transcend Capital Advisors
New Jersey
$398K +$243 +20 +0.1%
MML Investors Services
56
MML Investors Services
Massachusetts
$388K -$10K -825 -3%
DADC
57
D.A. Davidson & Co
Montana
$373K – – –
HKAM
58
Horizon Kinetics Asset Management
New York
$331K -$2.43K -200 -0.7%
Cerity Partners
59
Cerity Partners
New York
$274K +$274K +22,550 New
Walleye Trading
60
Walleye Trading
New York
$266K +$131K +10,776 +97%
LPL Financial
61
LPL Financial
California
$257K +$33.2K +2,727 +15%
SBIA
62
Sheaff Brock Investment Advisors
Indiana
$213K – – –
RJT
63
Raymond James Trust
Florida
$212K -$23.5K -1,932 -10%
CL
64
CSS LLC
Illinois
$205K – – –
US Bancorp
65
US Bancorp
Minnesota
$191K – – –
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$176K +$12.5K +1,026 +8%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$168K +$168K +13,841 New
KAS
68
Kestra Advisory Services
Texas
$166K -$5.29K -435 -3%
SWM
69
Spire Wealth Management
Virginia
$161K +$161K +13,200 New
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$157K – – –
OC
71
Oppenheimer & Co
New York
$143K – – –
CHA
72
Carmichael Hill & Associates
Maryland
$113K – – –
HI
73
Harbour Investments
Wisconsin
$55K +$55K +4,500 New
LWM
74
Liberty Wealth Management
California
$49K – – –
AA
75
Ancora Advisors
Ohio
$45K -$30.4K -2,500 -40%
1 2
3
4