WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

92 hedge funds and large institutions have $221M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
31
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$26M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.9M
3
PAG
3
Private Advisor Group
New Jersey
$3.09M
4
LPL Financial
4
LPL Financial
California
$4.43M
5
RCM
5
Rivernorth Capital Management
Florida
$17.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.35M
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.47M
4
1CP
4
1607 Capital Partners
Virginia
$9.23M
5
LCM
5
Landscape Capital Management
New Jersey
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$228K 26,756 -5,304 -17%
HKAM
52
Horizon Kinetics Asset Management
New York
$224K 26,336 – –
RIA
53
Realta Investment Advisors
Delaware
$188K 22,126 -1,947 -8%
Mariner
54
Mariner
Kansas
$186K 21,873 +4,028 +23%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$184K 21,594 +999 +5%
AL
56
Arnhold LLC
New York
$149K 17,500 – –
SPIA
57
Steward Partners Investment Advisory
New York
$143K 16,812 – –
KAS
58
Kestra Advisory Services
Texas
$140K 16,397 +16,397 New
US Bancorp
59
US Bancorp
Minnesota
$134K 15,743 – –
Citadel Advisors
60
Citadel Advisors
Florida
$128K 15,046 +3,443 +30%
MC
61
Moors & Cabot
Massachusetts
$128K 15,000 -50,500 -77%
PWPS
62
Pinnacle Wealth Planning Services
Ohio
$115K 13,566 +180 +1%
KIM
63
Karpus Investment Management
New York
$106K 12,500 – –
AW
64
Atlas Wealth
Ohio
$99.1K 11,533 +11,533 New
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$99K 11,680 -8,673 -43%
SA
66
Sanctuary Advisors
Indiana
$94.9K 11,288 +11,288 New
BCA
67
Bay Colony Advisors
Massachusetts
$92.8K 10,900 – –
IWC
68
Integrated Wealth Concepts
Massachusetts
$89.7K 10,545 -311 -3%
CIA
69
Capital Investment Advisors
Georgia
$86.3K 10,141 – –
RL
70
RPO LLC
Connecticut
$85.9K 10,091 – –
BBPWM
71
Blue Bell Private Wealth Management
Pennsylvania
$67.2K 7,897 – –
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$51.9K 6,099 +65 +1%
NSIM
73
North Star Investment Management
Illinois
$49.1K 5,764 -610 -10%
WIA
74
Wetzel Investment Advisors
Indiana
$47.5K 5,500 +5,500 New
KB
75
Kimelman & Baird
New York
$27.2K 3,200 +3,200 New
1 2
3
4 5