WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
PCM
2
Penserra Capital Management
California
$9.79M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$4.66M
4
Comerica Bank
4
Comerica Bank
Texas
$359K
5
CL
5
CSS LLC
Illinois
$1.03M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$22.1M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$0
3
Invesco
3
Invesco
Georgia
$6.89M
4
LPL Financial
4
LPL Financial
California
$581K
5
AC
5
Almitas Capital
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$163K 19,812 – –
PAS
52
Park Avenue Securities
New York
$158K 19,203 +19,203 New
Mariner
53
Mariner
Kansas
$156K 18,947 +2,667 +16%
AL
54
Arnhold LLC
New York
$144K 17,500 +2,500 +17%
CAN
55
Cetera Advisor Networks
California
$131K 15,922 +2,137 +16%
US Bancorp
56
US Bancorp
Minnesota
$130K 15,743 – –
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$125K 15,197 -93 -0.6%
HF
58
HRT Financial
New York
$123K 14,965 +14,965 New
TCA
59
Transcend Capital Advisors
New Jersey
$112K 13,580 -5,768 -30%
MC
60
Moors & Cabot
Massachusetts
$111K 13,500 +13,500 New
PWPS
61
Pinnacle Wealth Planning Services
Ohio
$108K 13,131 +1,846 +16%
OC
62
Oppenheimer & Co
New York
$108K 13,100 – –
KIM
63
Karpus Investment Management
New York
$103K 12,500 – –
HSBC Holdings
64
HSBC Holdings
United Kingdom
$99.1K 12,036 – –
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$97.5K 11,841 – –
IWC
66
Integrated Wealth Concepts
Massachusetts
$96.1K 11,672 -260 -2%
IC
67
IEQ Capital
California
$94.4K 11,470 +11,470 New
MOS
68
MGO One Seven
Ohio
$93.4K 11,353 +11,353 New
BCA
69
Bay Colony Advisors
Massachusetts
$88.9K 10,800 -1,000 -8%
Jane Street
70
Jane Street
New York
$83.8K 10,182 +10,182 New
CIA
71
Capital Investment Advisors
Georgia
$83.5K 10,141 +10,141 New
NSIM
72
North Star Investment Management
Illinois
$78K 9,482 +84 +0.9%
BBPWM
73
Blue Bell Private Wealth Management
Pennsylvania
$65K 7,897 -2,900 -27%
EC
74
Elequin Capital
New York
$63.2K 7,682 +1,076 +16%
TJHA
75
Thomas J. Herzfeld Advisors
Florida
$48.6K 5,907 +79 +1%
1 2
3
4