WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

98 hedge funds and large institutions have $274M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+11
Holders Change %
+12.64%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
25
Reduced
34
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$110M
2
BPCM
Beach Point Capital Management
California
$8.45M
3
WP
WealthPLAN Partners
Nebraska
$1.78M
4
LCM
Landscape Capital Management
New Jersey
$2.05M
5
PCM
Penserra Capital Management
California
$11.1M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$16.4M
2
SIA
Sit Investment Associates
Minnesota
$8.2M
3
UBS Group
UBS Group
Switzerland
$951K
4
WAM
Wolverine Asset Management
Illinois
$468K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
76
Bay Colony Advisors
Massachusetts
$94.5K +$867 +100 +0.9%
IWC
77
Integrated Wealth Concepts
Massachusetts
$94.1K -$7.08K -816 -7%
MOS
78
MGO One Seven
Ohio
$91.4K -$6.99K -806 -7%
CIA
79
Capital Investment Advisors
Georgia
$87.9K – – –
RL
80
RPO LLC
Connecticut
$87.5K +$87.5K +10,091 New
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$68.5K – – –
TJHA
82
Thomas J. Herzfeld Advisors
Florida
$64.8K +$13.6K +1,563 +26%
NSIM
83
North Star Investment Management
Illinois
$54.7K -$27.5K -3,175 -33%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$26.2K – – –
BC
85
Bartlett & Co
Ohio
$26K – – –
NA
86
NewEdge Advisors
Louisiana
$15.3K +$303 +35 +2%
CHA
87
Carmichael Hill & Associates
Maryland
$14.5K -$9K -1,038 -38%
IA
88
IFP Advisors
Florida
$14.1K – – –
GJIA
89
Glass Jacobson Investment Advisors
Maryland
$13K – – –
Bessemer Group
90
Bessemer Group
New Jersey
$12K +$472 +55 +4%
AF
91
Allworth Financial
California
$7.37K – – –
KFI
92
Key Financial Inc
Pennsylvania
$6.14K – – –
BWM
93
Baystate Wealth Management
Massachusetts
$4.4K +$4.4K +507 New
ASN
94
Advisory Services Network
Georgia
$3.47K +$3.47K +400 New
BHWM
95
Beaird Harris Wealth Management
Texas
$3.11K – – –
SSB
96
Sandy Spring Bank
Maryland
$1.73K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$9 +$9 +1 New
Wells Fargo
98
Wells Fargo
California
$6 -$366K -61,021 -100%
PCP
99
Proficio Capital Partners
Massachusetts
– -$168K -20,440 Closed
HF
100
HRT Financial
New York
– -$123K -14,965 Closed
1 2 3
4
5