WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

91 hedge funds and large institutions have $238M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
35
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$19.4M
2
Morgan Stanley
Morgan Stanley
New York
$41.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.72M
4
AC
Almitas Capital
California
$2.68M
5
LPL Financial
LPL Financial
California
$6.94M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$39.7M
2
BL
BFSG LLC
California
$5.44M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$51.9K
4
Stifel Financial
Stifel Financial
Missouri
$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$232K +$6.19K +679 +3%
CAM
52
Concorde Asset Management
Michigan
$231K +$100K +11,000 +77%
RIA
53
Realta Investment Advisors
Delaware
$216K +$29K +3,178 +16%
Osaic Holdings
54
Osaic Holdings
Arizona
$209K +$3.67K +405 +2%
SPIA
55
Steward Partners Investment Advisory
New York
$207K -$46K -5,039 -18%
OC
56
Oppenheimer & Co
New York
$199K +$91.3K +10,000 +85%
TIM
57
Triad Investment Management
California
$196K -$30.5K -3,345 -13%
PCP
58
Proficio Capital Partners
Massachusetts
$194K – – –
CL
59
CSS LLC
Illinois
$186K +$15.6K +1,714 +9%
AAS
60
Avantax Advisory Services
Texas
$184K +$183 +20 +0.1%
CPIG
61
Chicago Partners Investment Group
Illinois
$178K – – –
PAS
62
Park Avenue Securities
New York
$146K +$40.1K +4,392 +38%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$145K +$145K +15,871 New
US Bancorp
64
US Bancorp
Minnesota
$144K – – –
KAS
65
Kestra Advisory Services
Texas
$139K +$44.9K +4,923 +48%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$131K -$52.5K -5,766 -29%
Mariner
67
Mariner
Kansas
$126K +$27.3K +2,992 +28%
IWC
68
Integrated Wealth Concepts
Massachusetts
$123K -$17.7K -1,939 -13%
KIM
69
Karpus Investment Management
New York
$114K – – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$108K – – –
BCA
71
Bay Colony Advisors
Massachusetts
$108K -$5.48K -600 -5%
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$100K -$22.6K -2,472 -18%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$96.4K +$96.4K +10,556 New
TSS
74
Two Sigma Securities
New York
$95K +$95K +10,407 New
AL
75
Arnhold LLC
New York
$91.3K +$91.3K +10,000 New
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3
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