WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

90 hedge funds and large institutions have $321M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
26
Reduced
29
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BL
1
BFSG LLC
California
$28M
2
MCA
2
Magnolia Capital Advisors
Mississippi
$5.18M
3
PPA
3
Parametric Portfolio Associates
Washington
$19.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$29.5M
5
Stifel Financial
5
Stifel Financial
Missouri
$6.1M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10.5M
2
OA
2
Oxbow Advisors
Texas
$0
3
LPL Financial
3
LPL Financial
California
$7.08M
4
1CP
4
1607 Capital Partners
Virginia
$32.5M
5
CPC
5
Congress Park Capital
New York
$1.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Spire Wealth Management
Virginia
$24K – – –
WT
77
Whittier Trust
California
$19K – – –
FF
78
FourThought Financial
Florida
$18K – – –
Bessemer Group
79
Bessemer Group
New Jersey
$16K +$1.2K +98 +8%
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$13K -$27.8K -2,380 -68%
LWA
81
Lenox Wealth Advisors
New York
$13K +$13K +1,127 New
FPB
82
First PREMIER Bank
South Dakota
$12K – – –
CFD
83
Creative Financial Designs
Indiana
$9K -$36.7K -3,029 -80%
KFI
84
Key Financial Inc
Pennsylvania
$9K – – –
AWM
85
Accel Wealth Management
Iowa
$7K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$7K – – –
APA
87
American Portfolios Advisors
New York
$5.39K +$5.39K +449 New
GI
88
Gradient Investments
Minnesota
$5K – – –
SSB
89
Sandy Spring Bank
Maryland
$2K – – –
OA
90
Oxbow Advisors
Texas
– -$1.73M -127,130 Closed
MPM
91
MBB Public Markets
Illinois
– -$1.01M -74,362 Closed
LP
92
Lloyd Park
Illinois
– -$932K -68,602 Closed
KAS
93
Kestra Advisory Services
Texas
– -$196K -14,430 Closed
RJT
94
Raymond James Trust
Florida
– -$185K -13,593 Closed
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
– -$172K -12,686 Closed
AWA
96
Aquire Wealth Advisors
Utah
– -$61K -4,500 Closed
AA
97
Ancora Advisors
Ohio
– -$25K -1,822 Closed
TRCT
98
Tower Research Capital (TRC)
New York
– -$9K -684 Closed
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
– -$3K -250 Closed
VRM
100
Vectors Research Management
New York
– -$3K -215 Closed
1 2 3
4
5