WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

91 hedge funds and large institutions have $238M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
12
Increased
35
Reduced
34
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
$19.4M
2
Morgan Stanley
Morgan Stanley
New York
$41.5M
3
HighTower Advisors
HighTower Advisors
Illinois
$4.72M
4
AC
Almitas Capital
California
$2.68M
5
LPL Financial
LPL Financial
California
$6.94M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$39.7M
2
BL
BFSG LLC
California
$5.44M
3
TJHA
Thomas J. Herzfeld Advisors
Florida
$51.9K
4
Stifel Financial
Stifel Financial
Missouri
$3.49M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
76
Carmichael Hill & Associates
Maryland
$80.5K – – –
TJHA
77
Thomas J. Herzfeld Advisors
Florida
$51.9K -$1.47M -160,987 -97%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$27.4K -$15.5K -1,700 -36%
BC
79
Bartlett & Co
Ohio
$27K -$15.3K -1,700 -36%
IA
80
IFP Advisors
Florida
$25K +$351 +30 +1%
CYG
81
Clean Yield Group
Vermont
$22.8K -$9.13K -1,000 -29%
AWM
82
Accel Wealth Management
Iowa
$15.3K +$9.77K +1,070 +176%
WT
83
Whittier Trust
California
$14.4K – – –
Bessemer Group
84
Bessemer Group
New Jersey
$14K +$2.89K +306 +26%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$13.7K +$13.7K +1,500 New
CFD
86
Creative Financial Designs
Indiana
$7.4K +$274 +30 +4%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$7K +$7K +744 New
KFI
88
Key Financial Inc
Pennsylvania
$6.42K – – –
EWA
89
EverSource Wealth Advisors
Alabama
$3.09K – – –
SSB
90
Sandy Spring Bank
Maryland
$1.83K – – –
NA
91
NewEdge Advisors
Louisiana
$15 +$15 +1,599 New
PHS
92
Pekin Hardy Strauss
Illinois
– -$634K -69,867 Closed
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
– -$378K -41,728 Closed
AAM
94
Advisors Asset Management
Colorado
– -$258K -28,418 Closed
SFS
95
Shaker Financial Services
Virginia
– -$231K -25,430 Closed
SBIA
96
Sheaff Brock Investment Advisors
Indiana
– -$168K -18,500 Closed
DADC
97
D.A. Davidson & Co
Montana
– -$110K -12,100 Closed
MCP
98
Mirador Capital Partners
California
– -$109K -12,012 Closed
CBC
99
Coombe, Bender & Co
New York
– -$91K -10,000 Closed
JPMorgan Chase & Co
100
JPMorgan Chase & Co
New York
– -$14K -1,495 Closed
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