WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
BFSG LLC
California
$28M
2
MCA
2
Magnolia Capital Advisors
Mississippi
$5.18M
3
PPA
3
Parametric Portfolio Associates
Washington
$19.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
OA
2
Oxbow Advisors
Texas
$0
3
LPL Financial
3
LPL Financial
California
$7.08M
4
1CP
4
1607 Capital Partners
Virginia
$32.5M
5
CPC
5
Congress Park Capital
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$275K -$2.85K -237 -1%
SEA
52
Stegent Equity Advisors
Texas
$273K -$741K -61,629 -73%
Walleye Capital
53
Walleye Capital
New York
$271K -$112K -9,313 -29%
SPIA
54
Steward Partners Investment Advisory
New York
$263K +$12K +1,000 +5%
PCP
55
Proficio Capital Partners
Massachusetts
$255K -$209K -17,402 -45%
Osaic Holdings
56
Osaic Holdings
Arizona
$246K -$17.5K -1,456 -7%
AAS
57
Avantax Advisory Services
Texas
$241K +$241K +20,100 New
SBIA
58
Sheaff Brock Investment Advisors
Indiana
$222K – – –
PAG
59
Private Advisor Group
New Jersey
$200K – – –
CPIG
60
Chicago Partners Investment Group
Illinois
$199K +$199K +18,767 New
BCA
61
Bay Colony Advisors
Massachusetts
$195K -$388K -32,247 -67%
US Bancorp
62
US Bancorp
Minnesota
$189K – – –
CA
63
CGN Advisors
Kansas
$178K – – –
RIA
64
Realta Investment Advisors
Delaware
$174K +$174K +14,482 New
TFCP
65
Twin Focus Capital Partners
Massachusetts
$155K +$33.6K +2,800 +28%
KIM
66
Karpus Investment Management
New York
$150K – – –
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$150K +$150K +12,479 New
HF
68
HRT Financial
New York
$146K +$146K +12,167 New
OC
69
Oppenheimer & Co
New York
$142K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$142K +$142K +11,841 New
BC
71
Bartlett & Co
Ohio
$113K +$113K +9,390 New
BCWM
72
Bartlett & Co Wealth Management
Ohio
$113K +$113K +9,390 New
CHA
73
Carmichael Hill & Associates
Maryland
$106K -$2.39K -200 -2%
CYG
74
Clean Yield Group
Vermont
$66K – – –
IA
75
IFP Advisors
Florida
$25K +$25K +2,090 New
1 2
3
4 5