WIW

Western Asset Inflation-Linked Opportunities & Income Fund
WIW

Overview Fund Activity

94 hedge funds and large institutions have $212M invested in Western Asset Inflation-Linked Opportunities & Income Fund in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
31
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$10.7M
2
1CP
1607 Capital Partners
Virginia
$17.5M
3
LPL Financial
LPL Financial
California
$3.68M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$2.52M
5
PAG
Private Advisor Group
New Jersey
$5.51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$58.1M
2
LCM
Landscape Capital Management
New Jersey
$934K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$19.8M
4
Bank of America
Bank of America
North Carolina
$5.1M
5
WAM
Wolverine Asset Management
Illinois
$78.3K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wolverine Asset Management
Illinois
$78.3K -$1.24M -150,146 -94%
US Bancorp
77
US Bancorp
Minnesota
$74.4K -$55.8K -6,746 -43%
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$65.3K – – –
NSIM
79
North Star Investment Management
Illinois
$40.3K +$463 +56 +1%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$24.8K – – –
MCM
81
MAI Capital Management
Ohio
$23.2K +$23.2K +2,801 New
WA
82
WPG Advisers
Maryland
$21.4K +$21.4K +2,591 New
GCM
83
Gables Capital Management
Florida
$19.6K – – –
Bessemer Group
84
Bessemer Group
New Jersey
$17K -$74.2K -8,999 -81%
NA
85
NewEdge Advisors
Louisiana
$14.9K +$314 +38 +2%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$12.4K – – –
AF
88
Allworth Financial
California
$7.26K – – –
KFI
89
Key Financial Inc
Pennsylvania
$5.86K – – –
IA
90
IFP Advisors
Florida
$4.14K – – –
PMFA
91
Plante Moran Financial Advisors
Michigan
$1.9K +$1.9K +230 New
SSB
92
Sandy Spring Bank
Maryland
$1.65K – – –
GWM
93
Geneos Wealth Management
Colorado
$695 – – –
BL
94
BFSG LLC
California
$621 – – –
DAS
95
Dynamic Advisor Solutions
Arizona
– -$577K -65,297 Closed
LSC
96
Logan Stone Capital
Illinois
– -$429K -48,582 Closed
CCG
97
Catalina Capital Group
California
– -$217K -24,561 Closed
OCM
98
Orleans Capital Management
Louisiana
– -$184K -20,800 Closed
KAS
99
Kestra Advisory Services
Texas
– -$147K -16,592 Closed
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
– -$139K -15,746 Closed
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4
5