WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $340M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
5
Increased
24
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$57M
2
LPL Financial
LPL Financial
California
$5.75M
3
PPA
Parametric Portfolio Associates
Washington
$17.7M
4
CPC
Congress Park Capital
New York
$2.93M
5
Bank of America
Bank of America
North Carolina
$7.74M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$25.4M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.59M
3
AL
Arnhold LLC
New York
$0
4
Morgan Stanley
Morgan Stanley
New York
$27.8M
5
Wells Fargo
Wells Fargo
California
$28.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HKAM
51
Horizon Kinetics Asset Management
New York
$362K – – –
MML Investors Services
52
MML Investors Services
Massachusetts
$350K +$8.32K +626 +2%
RJT
53
Raymond James Trust
Florida
$294K – – –
Osaic Holdings
54
Osaic Holdings
Arizona
$290K -$30.7K -2,304 -10%
Cerity Partners
55
Cerity Partners
New York
$247K -$53.3K -4,000 -18%
SBIA
56
Sheaff Brock Investment Advisors
Indiana
$246K +$13.3K +1,000 +6%
CL
57
CSS LLC
Illinois
$224K – – –
US Bancorp
58
US Bancorp
Minnesota
$209K – – –
Walleye Trading
59
Walleye Trading
New York
$196K -$71.8K -5,399 -27%
KAS
60
Kestra Advisory Services
Texas
$196K -$544 -41 -0.3%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$176K +$176K +13,242 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$174K -$19.8K -1,497 -10%
OC
63
Oppenheimer & Co
New York
$157K – – –
BC
64
Bartlett & Co
Ohio
$127K – – –
BCWM
65
Bartlett & Co Wealth Management
Ohio
$127K – – –
CHA
66
Carmichael Hill & Associates
Maryland
$120K -$3.31K -250 -3%
CYG
67
Clean Yield Group
Vermont
$73K – – –
Citigroup
68
Citigroup
New York
$72K +$26.5K +2,008 +58%
HI
69
Harbour Investments
Wisconsin
$60K – – –
LWM
70
Liberty Wealth Management
California
$54K +$424 +32 +0.8%
SWM
71
Spire Wealth Management
Virginia
$53K -$122K -9,200 -70%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$45K +$105 +8 +0.2%
AA
73
Ancora Advisors
Ohio
$24K -$24.7K -1,878 -51%
WT
74
Whittier Trust
California
$21K – – –
FF
75
FourThought Financial
Florida
$19K +$19K +1,502 New
1 2
3
4