WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

94 hedge funds and large institutions have $220M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 14 closing their positions.

Holders
94
Holders Change
+2
Holders Change %
+2.17%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
34
Reduced
24
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.2M
2
PCM
2
PenderFund Capital Management
British Columbia, Canada
$11.4M
3
LCM
3
Landscape Capital Management
New Jersey
$4.74M
4
GC
4
Guggenheim Capital
Illinois
$4.47M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.56M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
BPCM
2
Beach Point Capital Management
California
$0
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.7M
4
LPL Financial
4
LPL Financial
California
$468K
5
SIA
5
Sit Investment Associates
Minnesota
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
76
Capital Investment Advisors
Georgia
$89.6K – – –
BBPWM
77
Blue Bell Private Wealth Management
Pennsylvania
$69.8K – – –
TJHA
78
Thomas J. Herzfeld Advisors
Florida
$54.5K +$583 +66 +1%
NSIM
79
North Star Investment Management
Illinois
$42.6K -$8.36K -946 -16%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$26.5K – – –
GCM
81
Gables Capital Management
Florida
$20.9K – – –
NA
82
NewEdge Advisors
Louisiana
$15.6K +$318 +36 +2%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +1,737 New
CHA
84
Carmichael Hill & Associates
Maryland
$14.8K – – –
Wells Fargo
85
Wells Fargo
California
$13.3K – – –
GJIA
86
Glass Jacobson Investment Advisors
Maryland
$13.3K – – –
AF
87
Allworth Financial
California
$7.51K – – –
KFI
88
Key Financial Inc
Pennsylvania
$6.26K – – –
IA
89
IFP Advisors
Florida
$4.42K – – –
SSB
90
Sandy Spring Bank
Maryland
$1.77K – – –
GWM
91
Geneos Wealth Management
Colorado
$743 – – –
BL
92
BFSG LLC
California
$663 +$663 +75 New
IAIM
93
International Assets Investment Management
Florida
$600 +$532 +4,704 +784%
AssetMark Inc
94
AssetMark Inc
California
$389 – – –
PCM
95
Penserra Capital Management
California
– -$12.1M -1,426,473 Closed
BPCM
96
Beach Point Capital Management
California
– -$10.9M -1,281,927 Closed
KWA
97
Kingswood Wealth Advisors
California
– -$287K -33,707 Closed
RIA
98
Realta Investment Advisors
Delaware
– -$188K -22,126 Closed
PWPS
99
Pinnacle Wealth Planning Services
Ohio
– -$115K -13,566 Closed
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
– -$99K -11,680 Closed
1 2 3
4
5