WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

82 hedge funds and large institutions have $267M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
16
Increased
21
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$13.6M
2
SFPIA
Stevens First Principles Investment Advisors
California
+$9.08M
3
FIMG
Financial & Investment Management Group
Michigan
+$7.17M
4
Wells Fargo
Wells Fargo
California
+$2.5M
5
1CP
1607 Capital Partners
Virginia
+$1.49M

Top Sellers

1
COLIM
City of London Investment Management
United Kingdom
-$5.42M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
-$4.42M
3
RGC
Roberts, Glore & Co
Illinois
-$2.41M
4
UBS Group
UBS Group
Switzerland
-$2.12M
5
Bank of America
Bank of America
North Carolina
-$1.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
76
FinTrust Capital Advisors
South Carolina
$5K +$5K +455 New
GI
77
Gradient Investments
Minnesota
$4K – – –
CFA
78
Carroll Financial Associates
North Carolina
$4K – – –
WIM
79
Westside Investment Management
California
$2.36K – – –
GWM
80
Geneos Wealth Management
Colorado
$1K – – –
GT
81
Glenmede Trust
Pennsylvania
$15 +$15 +1,500 New
COLIM
82
City of London Investment Management
United Kingdom
– -$5.42M -500,432 Closed
WP
83
WealthPLAN Partners
Nebraska
– -$364K -35,325 Closed
DA
84
Doliver Advisors
Texas
– -$249K -22,964 Closed
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
– -$119K -10,939 Closed
BRWA
86
B. Riley Wealth Advisors
Florida
– -$111K -10,149 Closed
CHA
87
Carmichael Hill & Associates
Maryland
– -$109K -10,028 Closed
SPIA
88
Steward Partners Investment Advisory
New York
– -$71K -6,547 Closed
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
– -$30K -2,798 Closed
CFG
90
Citizens Financial Group
Rhode Island
– -$28K -2,594 Closed
PA
91
Parallel Advisors
California
– -$22K -2,026 Closed
BFEC
92
Benjamin F. Edwards & Company
Missouri
– -$22K -2,004 Closed
BA
93
Ballew Advisors
Mississippi
– -$8K -800 Closed
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