WIW

Western Asset Inflation-Linked Opportunities & Income Fund

90 hedge funds and large institutions have $234M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-1
Holders Change %
-1.1%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
31
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
51
Oppenheimer & Co
New York
$199K
SPIA
52
Steward Partners Investment Advisory
New York
$193K -$13.7K -1,500 -7%
PCP
53
Proficio Capital Partners
Massachusetts
$193K -$1.59K -174 -0.8%
AAS
54
Avantax Advisory Services
Texas
$184K +$128 +14 +0.1%
CPC
55
Congress Park Capital
New York
$183K -$105K -11,500 -37%
TCA
56
Transcend Capital Advisors
New Jersey
$176K -$60.4K -6,604 -26%
CPIG
57
Chicago Partners Investment Group
Illinois
$172K
EC
58
Elequin Capital
New York
$166K -$168K -18,406 -50%
SFS
59
Sowell Financial Services
Arkansas
$163K +$163K +17,800 New
IWC
60
Integrated Wealth Concepts
Massachusetts
$155K +$32K +3,512 +26%
US Bancorp
61
US Bancorp
Minnesota
$144K
Mariner
62
Mariner
Kansas
$140K +$13.8K +1,514 +11%
KIM
63
Karpus Investment Management
New York
$114K
HSBC Holdings
64
HSBC Holdings
United Kingdom
$110K +$110K +12,036 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$108K
Jane Street
66
Jane Street
New York
$108K +$108K +11,837 New
BCA
67
Bay Colony Advisors
Massachusetts
$107K
PWPS
68
Pinnacle Wealth Planning Services
Ohio
$103K +$6.25K +683 +6%
NSIM
69
North Star Investment Management
Illinois
$102K -$137K -14,926 -57%
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$101K +$952 +104 +0.9%
KAS
71
Kestra Advisory Services
Texas
$99.4K -$40.2K -4,391 -29%
CIA
72
Capital Investment Advisors
Georgia
$92.8K +$92.8K +10,141 New
CBC
73
Coombe, Bender & Co
New York
$91.5K +$91.5K +10,000 New
CHA
74
Carmichael Hill & Associates
Maryland
$80.7K
TJHA
75
Thomas J. Herzfeld Advisors
Florida
$52.6K +$640 +70 +1%