WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

87 hedge funds and large institutions have $208M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$53.6M
2
PCM
2
Penserra Capital Management
California
$9.79M
3
PCM
3
PenderFund Capital Management
British Columbia, Canada
$4.66M
4
Comerica Bank
4
Comerica Bank
Texas
$359K
5
CL
5
CSS LLC
Illinois
$1.03M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$22.1M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$0
3
Invesco
3
Invesco
Georgia
$6.89M
4
LPL Financial
4
LPL Financial
California
$581K
5
AC
5
Almitas Capital
California
$1.36M
Name Market Value Shares Shares
Change 		Shares
Change %
BC
76
Bartlett & Co
Ohio
$25K 3,000 – –
BCWM
77
Bartlett & Co Wealth Management
Ohio
$24.7K 3,000 – –
CHA
78
Carmichael Hill & Associates
Maryland
$22.3K 2,708 -4,632 -63%
NA
79
NewEdge Advisors
Louisiana
$14.2K 1,727 +44 +3%
IA
80
IFP Advisors
Florida
$13.4K 1,630 – –
WT
81
Whittier Trust
California
$12.9K 1,572 – –
GJIA
82
Glass Jacobson Investment Advisors
Maryland
$12.3K 1,500 – –
Bessemer Group
83
Bessemer Group
New Jersey
$11K 1,342 -644 -32%
AF
84
Allworth Financial
California
$7K 850 +850 New
KFI
85
Key Financial Inc
Pennsylvania
$5.83K 708 – –
BHWM
86
Beaird Harris Wealth Management
Texas
$2.96K 359 +359 New
SSB
87
Sandy Spring Bank
Maryland
$1.65K 200 – –
APWA
88
Atlas Private Wealth Advisors
New Jersey
– – -277,540 Closed
ACP
89
Aviance Capital Partners
Florida
– – -90,457 Closed
SC
90
Stolper & Co
Oklahoma
– – -69,898 Closed
TIM
91
Triad Investment Management
California
– – -22,556 Closed
AAS
92
Avantax Advisory Services
Texas
– – -20,176 Closed
CPC
93
Congress Park Capital
New York
– – -17,000 Closed
KAS
94
Kestra Advisory Services
Texas
– – -11,363 Closed
CYG
95
Clean Yield Group
Vermont
– – -2,500 Closed
EWA
96
EverSource Wealth Advisors
Alabama
– – -338 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
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4