WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
BPCM
Beach Point Capital Management
California
$8.45M
3
WP
WealthPLAN Partners
Nebraska
$1.78M
4
LCM
Landscape Capital Management
New Jersey
$2.05M
5
PCM
Penserra Capital Management
California
$11.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$16.4M
2
SIA
Sit Investment Associates
Minnesota
$8.2M
3
UBS Group
UBS Group
Switzerland
$951K
4
WAM
Wolverine Asset Management
Illinois
$468K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BlackDiamond Wealth Management
New York
$286K +$286K +33,530 New
CAM
52
Crestone Asset Management
Colorado
$260K – – –
RIA
53
Realta Investment Advisors
Delaware
$237K +$17.9K +2,069 +8%
MML Investors Services
54
MML Investors Services
Massachusetts
$229K +$3.73K +430 +2%
HKAM
55
Horizon Kinetics Asset Management
New York
$228K – – –
EC
56
Elequin Capital
New York
$220K +$154K +17,718 +231%
Osaic Holdings
57
Osaic Holdings
Arizona
$193K -$162K -18,690 -46%
LSC
58
Logan Stone Capital
Illinois
$169K +$169K +19,464 New
Mariner
59
Mariner
Kansas
$164K -$104 -12 -0.1%
AL
60
Arnhold LLC
New York
$152K – – –
Nomura Holdings
61
Nomura Holdings
Japan
$150K +$150K +17,265 New
CWG
62
Crown Wealth Group
North Carolina
$148K +$148K +17,100 New
SPIA
63
Steward Partners Investment Advisory
New York
$146K -$26K -3,000 -15%
CAS
64
CTC Alternative Strategies
Illinois
$140K +$140K +16,188 New
US Bancorp
65
US Bancorp
Minnesota
$136K – – –
CAN
66
Cetera Advisor Networks
California
$136K -$1.94K -224 -1%
PAS
67
Park Avenue Securities
New York
$118K -$48.3K -5,579 -29%
OC
68
Oppenheimer & Co
New York
$114K – – –
PWPS
69
Pinnacle Wealth Planning Services
Ohio
$114K -$303 -35 -0.3%
KIM
70
Karpus Investment Management
New York
$108K – – –
Commonwealth Equity Services
71
Commonwealth Equity Services
Massachusetts
$108K -$24.1K -2,775 -18%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$104K – – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$103K – – –
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$99.7K -$125K -14,419 -56%
CCFM
75
Clear Creek Financial Management
Washington
$95.4K +$95.4K +11,000 New
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